Create or Update

The Create or Update Card (create_or_update) operation allows checking if a card already exists in the system. If the card is found, its data is updated. If it does not exist, a new card is

🎯 What does this operation do?

This operation ensures that card records are managed efficiently, preventing duplicates and keeping the data always up to date.

✅ If the card already exists → Updates the card information with the new data. ✅ If the card does not exist → Creates a new card in the system with the provided data.

The operation allows filling and updating information such as: ✅ Card name ✅ Description ✅ List within the board ✅ Responsible user ✅ Associated tags ✅ Expected completion date ✅ Custom fields

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📂 How to Configure the "Create or Update" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to create or update a card.

2. Add the Cards.

3. In right side panel, select the operation "Create or Update".

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2️⃣ Set the Identification Rule

To determine if a card already exists, the system can use one of the following methods:

🔹 Filter by ID → Uses a unique identifier to find the card in the system. 🔹 Filter by Query → Searches for a card based on specific parameters such as name, status, or tags.

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3️⃣ Fill in the Required Fields

• Workspace ID → Identifier of the workspace where the card will be created or updated.

• Card Name → Name of the card to be created or updated.

If you are using Filter by ID, it is necessary to provide:

• Card ID → Unique identifier of the card.

If you are using Filter by Query, you can define:

• Associated tags

• Card status

• Responsible user

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4️⃣ Choose the Fields to Be Updated (Optional)

If the card already exists, you can configure which fields should be modified:

🔹 Card Name 🔹 Description 🔹 Board and List 🔹 Assignee (User) 🔹 Tags 🔹 Expected Date 🔹 Followers 🔹 Custom Fields

Additionally, you can define the update rule: 🔸 Oldest → Keeps the data from the first record found. 🔸 Most Recent → Keeps the data from the last updated record.

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5️⃣ Save the Configuration

After filling in the desired fields, click the button "Save" ✅.

Now, whenever this automation is triggered, the system will create a new card or automatically update an existing one.

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📌 Usage Example in an Automation Flow

📊 Scenario: Create a flow where a new lead is recorded and associated with a card on the opportunities board.

1️⃣ Block 1 → Capture a new lead via form. 2️⃣ Block 2 → Check if a card with the same name already exists. 3️⃣ Block 3 → If it exists, update the lead information on the card. 4️⃣ Block 4 → If it does not exist, automatically create a new card.

🚀 Result: The system ensures there are no duplicates and keeps the card always updated with the most recent lead information.

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🎉 Conclusion

The operation Create or Update Card in the Hablla Studio is a powerful feature to keep a workflow organized and avoid duplicate records.

If you need more support, contact our team! 🚀