Organizations

The component Organizations allows managing company records in the system, enabling creation, updating, removal and association of contacts to an organization.

📂 Available Operations

Here are the operations that can be performed with this component:

Operation	Description
Create (create)	Creates a new organization.
Update (update)	Updates the data of an existing organization.
Create or Update (create_or_update)	If the organization exists, update; if it does not exist, create a new record.
Delete (delete)	Removes an organization from the system.
Get all (get_all)	Gets a list of all registered organizations.
Get linked people (get_persons)	Returns all people associated with an organization.
Add people (add_persons)	Adds one or more people to an organization.
Remove people (remove_persons)	Removes one or more people from an organization.

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🎯 How to Configure an Operation

1️⃣ Access the Component

• In Hablla Studio, open the automation flow where you want to include the action.

• Add the block "Organizations".

• In right side panel, configure the desired operation.

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📝 Operation Details

1. Create Organization

💡 What does it do? This operation allows creating a new organization record in the system.

🔹 Required fields:

• Organization name

• CNPJ (if applicable)

🔹 Optional fields:

• About (Organization description)

• Address

• Phones

• Emails

• Organization owner

• Custom tags

✅ Step by step:

1. Choose the operation "Create".

2. Fill in the required and optional fields.

3. Click on Save ✅.

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2. Update Organization

💡 What does it do? Updates the information of an existing organization.

🔹 Required fields:

• Organization ID (can be retrieved from another step of the automation).

✅ Step by step:

1. Choose the operation "Update".

2. Enter the organization ID and the fields to be changed.

3. Click on Save ✅.

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3. Create or Update Organization

💡 What does it do? Checks if the organization already exists:

• If exists, updates the data.

• If does not exist, creates a new record.

✅ Step by step:

1. Choose the operation "Create or Update".

2. Fill in the organization's data.

3. Define the identification rule:

   • Oldest (keeps the first record).

   • Most recent (keeps the most up-to-date).

4. Click on Save ✅.

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4. Delete Organization

💡 What does it do? Permanently removes an organization from the system.

🔹 Required fields:

• Organization ID

✅ Step by step:

1. Choose the operation "Delete".

2. Provide the organization ID.

3. Confirm the action and click Save ✅.

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5. Get All Organizations

💡 What does it do? Retrieves a list of all registered organizations.

🔹 Optional filters:

• Search by name

• CNPJ

• Status (active, inactive, etc.)

• Tags

• Linked user

✅ Step by step:

1. Choose the operation "Find All".

2. Apply filters, if necessary.

3. Click on Save ✅.

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6. Get People Linked to an Organization

💡 What does it do? Gets the list of people associated with an organization.

🔹 Required fields:

• Organization ID

✅ Step by step:

1. Choose the operation "Get People".

2. Enter the organization ID.

3. Click on Save ✅.

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7. Add People to an Organization

💡 What does it do? Links one or more people to an organization.

🔹 Required fields:

• Organization ID

• IDs of the people to be added

✅ Step by step:

1. Choose the operation "Add People".

2. Enter the organization ID and the people IDs.

3. Click on Save ✅.

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8. Remove People from an Organization

💡 What does it do? Removes one or more people from an organization.

🔹 Required fields:

• Organization ID

• IDs of the people to be removed

✅ Step by step:

1. Choose the operation "Remove People".

2. Enter the organization ID and the people IDs.

3. Click on Save ✅.

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⚙️ Filters and Customizations

In addition to the basic operations, you can apply filters and add custom fields:

✅ Available search filters:

• Full name

• CNPJ

• Status

• Tags

• Organization owner

• Custom fields

✅ Customizable fields:

• Emails

• Addresses

• Phones

• Tags

• Responsible users

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🚀 Usage Example in an Automation Flow

📌 Scenario: Do you want to create a flow where a new lead is registered and automatically linked to an organization.

1. Block 1 → Create a new Lead.

2. Block 2 → Search the organization by CNPJ.

3. Block 3 → If the organization exists, add the person.

4. Block 4 → If the organization does not exist, create it automatically.

Result: 📊 The organization will always be up to date and associated with the right leads!

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📌 Conclusion

The component Organizations allows to create, manage and associate contacts with companies within Hablla Studio. With the right automations, you can optimize segmentation and ensure an efficient sales flow.

If you need more support, contact our team! 🚀