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Documentation Index

Fetch the complete documentation index at: https://docs.nedzo.ai/llms.txt

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Create a new contact or update an existing one. The action matches contacts by phone number or email — if a match is found, it updates the record. If not, it creates a new contact.

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Configuration

FieldRequiredDescription
First nameNoContact’s first name. Supports {{variables}}.
Last nameNoContact’s last name. Supports {{variables}}.
PhoneNoPhone number in E.164 format (e.g., +14155551234).
EmailNoEmail address. Automatically lowercased.
Business nameNoCompany name. Supports {{variables}}.
Add TagsNoTags to add to the contact. Tags already on the contact stay. Tags not listed here are untouched.
Remove TagsNoTags to remove from the contact. Tags not listed here are untouched.
Custom fieldsNoAdditional fields to set as key-value pairs.
At least one identifying field (phone or email) should be provided so the action can match or create the contact.

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How matching works

  1. If a phone number is provided, the action searches for an existing contact with that number
  2. If no phone match, it searches by email
  3. If a match is found, the contact is updated with the new data
  4. If no match, a new contact is created
Fields you leave blank are not overwritten on existing contacts.

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Output

FieldDescription
contactIdThe contact’s ID (new or existing)
createdtrue if a new contact was created
updatedtrue if an existing contact was updated

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Example

Tag contacts after a completed call:
  1. Trigger: Conversation ended → Agent Type: voice
  2. Condition: Outcome equals “completed”
  3. Action: Update contact
    • Add Tags: “called”, “interested”
Create contact from webhook data:
  1. Trigger: Webhook (receives form submission data)
  2. Action: Update contact
    • First name: {{firstName}}
    • Last name: {{lastName}}
    • Email: {{email}}
    • Phone: {{phone}}
    • Add Tags: “website-lead”
  3. Action: Voice call with sales agent
Move a contact between segments:
  1. Trigger: Booking confirmed
  2. Action: Update contact
    • Add Tags: “customer”
    • Remove Tags: “lead”, “interested”