Manage document action

Create, update, delete, or publish a contact document from a user automation.

The manage document action creates, updates, deletes, or publishes a Document for a contact. Available in User events only. See Automation nodes.

Configuration

Field	Description
operation	create, update, delete, or create_or_update.
template_id	The document template.
document_id_or_slug	A field mapping locating the document (required for update/delete/upsert).
contact	The owner contact — required for every operation (document slugs are unique per contact).
field_mappings	The attribute values.

Related

Documents

The records this action manages.

Document creation

The contact-side create equivalent.