Creating New Records
Generate a form that creates a record instead of updating an existing one.
If no record_id is provided when the workflow generates a form, the first successful submission creates a new HighLevel record.
Creation mode supports Contact, Business, Opportunity and any HighLevel Custom Object.
After the record is created
- HighLevel returns the new record ID.
- Update Records with Forms binds that record ID to the existing form link.
- Later submissions through the same link update that same record.
- Later submissions do not create additional records.
Workflow action response before submission
The generated workflow action response may contain:
| Property | Value |
|---|---|
success | Whether the form was generated successfully |
form_url | The secure public form link |
form_id | Identifier for the generated form |
form_reference | The business-purpose reference set on the action |
object_key | The selected object |
record_id | null in creation mode, until a record is created |
expires_at | When the generated link expires |
After the first successful submission
The Form Submitted trigger contains the newly created record_id and reports created: true.
Subsequent successful submissions on the same form report created: false.