Add Organizations

With this operation, the automation can link a person to an organization, ensuring the relationship between customers, leads and companies is always up to date.

The Add Organization operation allows linking a person record to one or more organization (company) records. This association is the basis for account management in a B2B environment.

By connecting a person to an organization, you establish the relationship that the individual works for or is associated with that company. This allows grouping multiple contacts under the same account, viewing a history of interactions at the company level, and creating automations based on the contact's organization.

This action adds the link to the organization while keeping associations that already existed.

How to Configure

  1. In Hablla Studio, add the "People" block to your automation flow.

  2. In the "Operation" field, select the "Add Organization" option.

  3. In the "Person ID" field (personId), enter the identifier of the contact to which the organization will be associated.

  4. In the "Organization" field, select the desired organization from the list.

Parameters

Field
Type
Required?
Description

Person ID

Text

✅ Yes

The unique ID of the person (contact) who will be linked to the organization.

Organization

List of Organizations

✅ Yes

The organization to be associated with this person.

Structure (Using JSON)

The JSON request body must contain an array called organizations with the ID(s) of the organization(s) to be added.

JSON

{
  "organizations": [
    "organization_id_abc123"
  ]
}

🚀 Example Use Case

Goal: When a new lead registers with a corporate email (e.g.: [email protected]), check if the "Company" organization already exists in the database and, if so, associate the new lead with it.

  1. Create a flow that starts with the "New Person Created" trigger.

  2. Add a step to extract the domain from the person's email (e.g.: company.com).

  3. Use the "Get All Organizations" operation with a filter to search for an organization whose "Website Domain" equals the one extracted in the previous step.

  4. Add a Condition (If) to check whether an organization was found ({{steps.3.result.data.length}} > 0).

  5. If the condition is true, add the "People" block with the "Add Organization" operation.

    • Person ID: Use the person ID coming from the trigger ({{trigger.person.id}}).

    • Organization: Select the ID of the organization found in the search ({{steps.3.result.data[0].id}}).

With this automation, your contacts are automatically organized into accounts, saving manual association time and ensuring your B2B structure is always correct.

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