# 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.                               |

***

### 🎯 **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.

***

### 📝 **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

#### **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** ✅.

***

### ⚙️ **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**

***

### 🚀 **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!**

***

### 📌 **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! 🚀


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