Course Content
Flows – Basics
0/7
Intro – Connections – AI Agent
00:00
Flow Introduction – Creating a Blank Noca Flow – AI Agent
00:00
Exploring Events & Triggers – AI Agent
00:00
Running a Flow Manually – AI Agent
00:00
Action Nodes & the Node Library – AI Agent
00:00
Configuring a Read Action – AI Agent
00:00
Configuring a Create Action – AI Agent
00:00
Flows – Basics

Lesson Guide: Configuring a Create Action Node

Now that you know how to query external systems, let’s look at how to push data outward to generate new records. This guide walks you through deleting an existing node and configuring a “Create” action to dynamically generate brand-new entries inside your connected systems.

Step 1: Clear Unused Nodes from the Canvas

  • Open your flow builder canvas (e.g., Test Academy Video 3).

  • Click to select any existing node you want to replace (such as the previous Read Contact block).

  • On the inline hover menu that appears above the node, click the Trash bin icon and confirm by clicking Delete.

Step 2: Open the Node Library

  • Hover over your manual trigger node and click the small Plus icon (+) on its right edge to expand the Node Library drawer.

  • Jump over to the Action tab and choose your integration app—for this tutorial, select Salesforce.

Step 3: Map Your Connection and Destination Type

  • Under Step 1: Connection, select your pre-verified credential link from the dropdown menu (e.g., Salesforce Dev 3).

  • Under Step 2: Select a Source, click the dropdown list and select Object to open up your standard data architecture properties.

Step 4: Set the Operation Behavior to Create

  • Move down to Step 3: Select an Action.

  • Click the dropdown list and choose Create. This tells the workflow to push incoming data payloads outward to generate an entirely new record.

Step 5: Select the Target Destination Object

  • Under the dynamically generated Step 4: Select an Object field, click into the search box or scroll through the list.

  • Look up and select the Contact object to target your central directory database.

  • Click the primary Insert Node button at the bottom right corner.

Step 6: Identify the Required Fields

  • Your new node, titled 2. Create Contact, is now appended to the workflow canvas.

  • Notice that the Properties sidebar automatically opens on the right side of the screen.

  • Expand the Mapping section dropdown. Noca AI automatically parses the target system’s API to display the exact, mandatory data fields (like Last Name or Company) required by Salesforce to successfully create a record.

đź’ˇ What’s Next? Your action node is ready to accept data! In our next lesson, we will dive deep into variable data mapping, where you’ll learn how to feed real-time payload variables from your starting trigger directly into these required fields.

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