feat: add-create-update-record in workflow (#14654)

## Description

- this PR focuses on issue
https://github.com/twentyhq/core-team-issues/issues/1476
- Added upsert action


## Visual Appearance

<img width="1792" height="1041" alt="Screenshot 2025-10-03 at 12 57
58 PM"
src="https://github.com/user-attachments/assets/57afb96c-d4b3-4a87-95f0-11ac4bd61dd8"
/>




<img width="1792" height="1031" alt="Screenshot 2025-10-03 at 12 57
48 PM"
src="https://github.com/user-attachments/assets/9032d4c2-f0d2-46f1-8682-a7e5c280a303"
/>

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Thomas Trompette <thomas.trompette@sfr.fr>

packages/twenty-server/src/engine/core-modules/record-crud/exceptions/record-crud.exception.ts

@@ -15,5 +15,6 @@ export enum RecordCrudExceptionCode {
   RECORD_CREATION_FAILED = 'RECORD_CREATION_FAILED',
   RECORD_UPDATE_FAILED = 'RECORD_UPDATE_FAILED',
   RECORD_DELETION_FAILED = 'RECORD_DELETION_FAILED',
+  RECORD_UPSERT_FAILED = 'RECORD_UPSERT_FAILED',
   QUERY_FAILED = 'QUERY_FAILED',
 }

packages/twenty-server/src/engine/core-modules/record-crud/record-crud.module.ts

@@ -4,6 +4,7 @@ import { CreateRecordService } from 'src/engine/core-modules/record-crud/service
 import { DeleteRecordService } from 'src/engine/core-modules/record-crud/services/delete-record.service';
 import { FindRecordsService } from 'src/engine/core-modules/record-crud/services/find-records.service';
 import { UpdateRecordService } from 'src/engine/core-modules/record-crud/services/update-record.service';
+import { UpsertRecordService } from 'src/engine/core-modules/record-crud/services/upsert-record.service';
 import { RecordPositionModule } from 'src/engine/core-modules/record-position/record-position.module';
 import { RecordTransformerModule } from 'src/engine/core-modules/record-transformer/record-transformer.module';
 import { TwentyORMModule } from 'src/engine/twenty-orm/twenty-orm.module';
@@ -21,12 +22,14 @@ import { WorkflowCommonModule } from 'src/modules/workflow/common/workflow-commo
     UpdateRecordService,
     DeleteRecordService,
     FindRecordsService,
+    UpsertRecordService,
   ],
   exports: [
     CreateRecordService,
     UpdateRecordService,
     DeleteRecordService,
     FindRecordsService,
+    UpsertRecordService,
   ],
 })
 export class RecordCrudModule {}

packages/twenty-server/src/engine/core-modules/record-crud/services/upsert-record.service.ts

@@ -0,0 +1,194 @@
+import { Injectable, Logger } from '@nestjs/common';
+
+import { isDefined } from 'twenty-shared/utils';
+import { canObjectBeManagedByWorkflow } from 'twenty-shared/workflow';
+
+import {
+  RecordCrudException,
+  RecordCrudExceptionCode,
+} from 'src/engine/core-modules/record-crud/exceptions/record-crud.exception';
+import { UpsertRecordParams } from 'src/engine/core-modules/record-crud/types/upsert-record-params.type';
+import { RecordInputTransformerService } from 'src/engine/core-modules/record-transformer/services/record-input-transformer.service';
+import { type ToolOutput } from 'src/engine/core-modules/tool/types/tool-output.type';
+import { computeCompositeColumnName } from 'src/engine/metadata-modules/field-metadata/utils/compute-column-name.util';
+import { getCompositeTypeOrThrow } from 'src/engine/metadata-modules/field-metadata/utils/get-composite-type-or-throw.util';
+import { isCompositeFieldMetadataType } from 'src/engine/metadata-modules/field-metadata/utils/is-composite-field-metadata-type.util';
+import { computeUniqueIndexWhereClause } from 'src/engine/metadata-modules/index-metadata/utils/compute-unique-index-where-clause.util';
+import { TwentyORMGlobalManager } from 'src/engine/twenty-orm/twenty-orm-global.manager';
+import { WorkflowCommonWorkspaceService } from 'src/modules/workflow/common/workspace-services/workflow-common.workspace-service';
+
+@Injectable()
+// eslint-disable-next-line @nx/workspace-inject-workspace-repository
+export class UpsertRecordService {
+  private readonly logger = new Logger(UpsertRecordService.name);
+
+  constructor(
+    private readonly twentyORMGlobalManager: TwentyORMGlobalManager,
+    private readonly recordInputTransformerService: RecordInputTransformerService,
+    private readonly workflowCommonWorkspaceService: WorkflowCommonWorkspaceService,
+  ) {}
+
+  async execute(params: UpsertRecordParams): Promise<ToolOutput> {
+    const {
+      objectName,
+      objectRecord,
+      fieldsToUpdate,
+      workspaceId,
+      rolePermissionConfig,
+    } = params;
+
+    if (!workspaceId) {
+      return {
+        success: false,
+        message: 'Failed to upsert record: Workspace ID is required',
+        error: 'Workspace ID not found',
+      };
+    }
+
+    try {
+      const repository =
+        await this.twentyORMGlobalManager.getRepositoryForWorkspace(
+          workspaceId,
+          objectName,
+          rolePermissionConfig,
+        );
+
+      const fieldsToUpdateArray = fieldsToUpdate || Object.keys(objectRecord);
+
+      const { objectMetadataItemWithFieldsMaps } =
+        await this.workflowCommonWorkspaceService.getObjectMetadataItemWithFieldsMaps(
+          objectName,
+          workspaceId,
+        );
+
+      if (
+        !canObjectBeManagedByWorkflow({
+          nameSingular: objectMetadataItemWithFieldsMaps.nameSingular,
+          isSystem: objectMetadataItemWithFieldsMaps.isSystem,
+        })
+      ) {
+        throw new RecordCrudException(
+          'Failed to update: Object cannot be updated by workflow',
+          RecordCrudExceptionCode.INVALID_REQUEST,
+        );
+      }
+
+      const objectRecordWithFilteredFields = Object.keys(objectRecord).reduce(
+        (acc, key) => {
+          if (fieldsToUpdateArray.includes(key)) {
+            return {
+              ...acc,
+              [key]: objectRecord[key],
+            };
+          }
+
+          return acc;
+        },
+        {},
+      );
+
+      const transformedObjectRecord =
+        await this.recordInputTransformerService.process({
+          recordInput: objectRecordWithFilteredFields,
+          objectMetadataMapItem: objectMetadataItemWithFieldsMaps,
+        });
+
+      const uniqueFieldsToUpdate = fieldsToUpdateArray
+        .map((field) => objectMetadataItemWithFieldsMaps.fieldIdByName[field])
+        .map((fieldId) => objectMetadataItemWithFieldsMaps.fieldsById[fieldId])
+        .filter((field) => field.isUnique || field.name === 'id');
+
+      const conflictPathsUniqueFieldsToUpdate = uniqueFieldsToUpdate.flatMap(
+        (field) => {
+          if (isCompositeFieldMetadataType(field.type)) {
+            const compositeType = getCompositeTypeOrThrow(field.type);
+
+            const uniqueProperties = compositeType.properties.filter(
+              (prop) => prop.isIncludedInUniqueConstraint,
+            );
+
+            const propertiesToUse =
+              uniqueProperties.length > 0
+                ? uniqueProperties
+                : [compositeType.properties[0]];
+
+            return propertiesToUse.map((prop) =>
+              computeCompositeColumnName(field, prop),
+            );
+          }
+
+          return [field.name];
+        },
+      );
+
+      const conflictPaths =
+        conflictPathsUniqueFieldsToUpdate.length > 0
+          ? conflictPathsUniqueFieldsToUpdate
+          : ['id'];
+
+      const indexPredicate = uniqueFieldsToUpdate
+        .map((field) =>
+          computeUniqueIndexWhereClause({
+            type: field.type,
+            name: field.name,
+          }),
+        )
+        .filter(isDefined);
+
+      const upsertResult = await repository.upsert(transformedObjectRecord, {
+        conflictPaths: conflictPaths,
+        indexPredicate:
+          indexPredicate.length > 0
+            ? `${indexPredicate.join(' AND ')}`
+            : undefined,
+      });
+
+      const upsertedRecordId = upsertResult.identifiers?.[0].id;
+
+      if (!isDefined(upsertedRecordId)) {
+        throw new RecordCrudException(
+          `Failed to upsert record in ${objectName}`,
+          RecordCrudExceptionCode.RECORD_UPSERT_FAILED,
+        );
+      }
+
+      const upsertedRecord = await repository.findOne({
+        where: {
+          id: upsertedRecordId,
+        },
+      });
+
+      if (!upsertedRecord) {
+        throw new RecordCrudException(
+          `Record not found after upsert with id ${upsertedRecordId} in ${objectName}`,
+          RecordCrudExceptionCode.RECORD_UPSERT_FAILED,
+        );
+      }
+
+      this.logger.log(`Record upserted successfully in ${objectName}`);
+
+      return {
+        success: true,
+        message: `Record upserted successfully in ${objectName}`,
+        result: upsertedRecord,
+      };
+    } catch (error) {
+      if (error instanceof RecordCrudException) {
+        return {
+          success: false,
+          message: `Failed to upsert record in ${objectName}`,
+          error: error.message,
+        };
+      }
+
+      this.logger.error(`Failed to upsert record: ${error}`);
+
+      return {
+        success: false,
+        message: `Failed to upsert record in ${objectName}`,
+        error:
+          error instanceof Error ? error.message : 'Failed to upsert record',
+      };
+    }
+  }
+}

packages/twenty-server/src/engine/core-modules/record-crud/types/upsert-record-params.type.ts

@@ -0,0 +1,10 @@
+import { type ObjectRecordProperties } from 'src/engine/core-modules/record-crud/types/object-record-properties.type';
+import { type RolePermissionConfig } from 'src/engine/twenty-orm/types/role-permission-config';
+
+export type UpsertRecordParams = {
+  objectName: string;
+  objectRecord: ObjectRecordProperties;
+  fieldsToUpdate?: string[];
+  workspaceId: string;
+  rolePermissionConfig?: RolePermissionConfig;
+};

packages/twenty-server/src/engine/core-modules/workflow/dtos/workflow-action.dto.ts

@@ -1,10 +1,14 @@
-import { Field, ObjectType } from '@nestjs/graphql';
+import { Field, ObjectType, registerEnumType } from '@nestjs/graphql';
 
 import graphqlTypeJson from 'graphql-type-json';
 
 import { UUIDScalarType } from 'src/engine/api/graphql/workspace-schema-builder/graphql-types/scalars';
-import { WorkflowActionType } from 'src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type';
 import { WorkflowStepPosition } from 'src/engine/core-modules/workflow/dtos/workflow-step-position.dto';
+import { WorkflowActionType } from 'src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type';
+
+registerEnumType(WorkflowActionType, {
+  name: 'WorkflowActionType',
+});
 
 @ObjectType('WorkflowAction')
 export class WorkflowActionDTO {
@@ -14,7 +18,7 @@ export class WorkflowActionDTO {
   @Field(() => String)
   name: string;
 
-  @Field(() => String)
+  @Field(() => WorkflowActionType)
   type: WorkflowActionType;
 
   @Field(() => graphqlTypeJson)

packages/twenty-server/src/engine/twenty-orm/entity-manager/workspace-entity-manager.ts

@@ -266,7 +266,20 @@ export class WorkspaceEntityManager extends EntityManager {
         ),
     );
 
-    return this.createQueryBuilder(
+    const overwrites = [...conflictColumns, ...overwriteColumns].map(
+      (col) => col.databaseName,
+    );
+
+    const conflictTargets = conflictColumns.map((col) => col.databaseName);
+
+    const upsertOptions = {
+      skipUpdateIfNoValuesChanged: options.skipUpdateIfNoValuesChanged,
+      indexPredicate: options.indexPredicate,
+      upsertType:
+        options.upsertType || this.connection.driver.supportedUpsertTypes[0],
+    };
+
+    const queryBuilder = this.createQueryBuilder(
       undefined,
       undefined,
       undefined,
@@ -275,21 +288,10 @@ export class WorkspaceEntityManager extends EntityManager {
       .insert()
       .into(target)
       .values(entities)
-      .orUpdate(
-        [...conflictColumns, ...overwriteColumns].map(
-          (col) => col.databaseName,
-        ),
-        conflictColumns.map((col) => col.databaseName),
-        {
-          skipUpdateIfNoValuesChanged: options.skipUpdateIfNoValuesChanged,
-          indexPredicate: options.indexPredicate,
-          upsertType:
-            options.upsertType ||
-            this.connection.driver.supportedUpsertTypes[0],
-        },
-      )
-      .returning(selectedColumns)
-      .execute();
+      .orUpdate(overwrites, conflictTargets, upsertOptions)
+      .returning(selectedColumns);
+
+    return queryBuilder.execute();
   }
 
   override update<Entity extends ObjectLiteral>(

packages/twenty-server/src/modules/workflow/workflow-builder/workflow-schema/workflow-schema.workspace-service.ts

@@ -84,6 +84,7 @@ export class WorkflowSchemaWorkspaceService {
       case WorkflowActionType.CREATE_RECORD:
       case WorkflowActionType.UPDATE_RECORD:
       case WorkflowActionType.DELETE_RECORD:
+      case WorkflowActionType.UPSERT_RECORD:
         return this.computeRecordOutputSchema({
           objectType: step.settings.input.objectName,
           workspaceId,

packages/twenty-server/src/modules/workflow/workflow-builder/workflow-version-step/workflow-version-step-operations.workspace-service.ts

@@ -245,6 +245,28 @@ export class WorkflowVersionStepOperationsWorkspaceService {
           },
         };
       }
+      case WorkflowActionType.UPSERT_RECORD: {
+        const activeObjectMetadataItem =
+          await this.objectMetadataRepository.findOne({
+            where: { workspaceId, isActive: true, isSystem: false },
+          });
+
+        return {
+          builtStep: {
+            ...baseStep,
+            name: 'Create or Update Record',
+            type: WorkflowActionType.UPSERT_RECORD,
+            settings: {
+              ...BASE_STEP_DEFINITION,
+              input: {
+                objectName: activeObjectMetadataItem?.nameSingular || '',
+                objectRecord: {},
+                fieldsToUpdate: [],
+              },
+            },
+          },
+        };
+      }
       case WorkflowActionType.FIND_RECORDS: {
         const activeObjectMetadataItem =
           await this.objectMetadataRepository.findOne({

packages/twenty-server/src/modules/workflow/workflow-executor/factories/workflow-action.factory.ts

@@ -17,6 +17,7 @@ import { CreateRecordWorkflowAction } from 'src/modules/workflow/workflow-execut
 import { DeleteRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/delete-record.workflow-action';
 import { FindRecordsWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/find-records.workflow-action';
 import { UpdateRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/update-record.workflow-action';
+import { UpsertRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/upsert-record.workflow-action';
 import { ToolExecutorWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/tool-executor-workflow-action';
 import { WorkflowActionType } from 'src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type';
 
@@ -25,6 +26,7 @@ export class WorkflowActionFactory {
   constructor(
     private readonly codeWorkflowAction: CodeWorkflowAction,
     private readonly createRecordWorkflowAction: CreateRecordWorkflowAction,
+    private readonly upsertRecordWorkflowAction: UpsertRecordWorkflowAction,
     private readonly updateRecordWorkflowAction: UpdateRecordWorkflowAction,
     private readonly deleteRecordWorkflowAction: DeleteRecordWorkflowAction,
     private readonly findRecordsWorkflowAction: FindRecordsWorkflowAction,
@@ -45,6 +47,8 @@ export class WorkflowActionFactory {
         return this.toolExecutorWorkflowAction;
       case WorkflowActionType.CREATE_RECORD:
         return this.createRecordWorkflowAction;
+      case WorkflowActionType.UPSERT_RECORD:
+        return this.upsertRecordWorkflowAction;
       case WorkflowActionType.UPDATE_RECORD:
         return this.updateRecordWorkflowAction;
       case WorkflowActionType.DELETE_RECORD:

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/guards/is-workflow-upsert-record-action.guard.ts

@@ -0,0 +1,11 @@
+import {
+  type WorkflowAction,
+  WorkflowActionType,
+  type WorkflowUpsertRecordAction,
+} from 'src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type';
+
+export const isWorkflowUpsertRecordAction = (
+  action: WorkflowAction,
+): action is WorkflowUpsertRecordAction => {
+  return action.type === WorkflowActionType.UPSERT_RECORD;
+};

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/record-crud-action.module.ts

@@ -4,11 +4,13 @@ import { RecordCrudModule } from 'src/engine/core-modules/record-crud/record-cru
 import { UserWorkspaceModule } from 'src/engine/core-modules/user-workspace/user-workspace.module';
 import { UserRoleModule } from 'src/engine/metadata-modules/user-role/user-role.module';
 import { ScopedWorkspaceContextFactory } from 'src/engine/twenty-orm/factories/scoped-workspace-context.factory';
+import { WorkflowCommonModule } from 'src/modules/workflow/common/workflow-common.module';
 import { WorkflowExecutionContextService } from 'src/modules/workflow/workflow-executor/services/workflow-execution-context.service';
 import { CreateRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/create-record.workflow-action';
 import { DeleteRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/delete-record.workflow-action';
 import { FindRecordsWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/find-records.workflow-action';
 import { UpdateRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/update-record.workflow-action';
+import { UpsertRecordWorkflowAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/upsert-record.workflow-action';
 import { WorkflowRunModule } from 'src/modules/workflow/workflow-runner/workflow-run/workflow-run.module';
 
 @Module({
@@ -17,17 +19,20 @@ import { WorkflowRunModule } from 'src/modules/workflow/workflow-runner/workflow
     WorkflowRunModule,
     UserWorkspaceModule,
     UserRoleModule,
+    WorkflowCommonModule,
   ],
   providers: [
     ScopedWorkspaceContextFactory,
     WorkflowExecutionContextService,
     CreateRecordWorkflowAction,
+    UpsertRecordWorkflowAction,
     UpdateRecordWorkflowAction,
     DeleteRecordWorkflowAction,
     FindRecordsWorkflowAction,
   ],
   exports: [
     CreateRecordWorkflowAction,
+    UpsertRecordWorkflowAction,
     UpdateRecordWorkflowAction,
     DeleteRecordWorkflowAction,
     FindRecordsWorkflowAction,

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/types/workflow-record-crud-action-input.type.ts

@@ -8,6 +8,7 @@ import { type ObjectRecordProperties } from 'src/engine/core-modules/record-crud
 export type WorkflowCreateRecordActionInput = {
   objectName: string;
   objectRecord: ObjectRecordProperties;
+  upsert?: boolean;
 };
 
 export type WorkflowUpdateRecordActionInput = {
@@ -35,3 +36,9 @@ export type WorkflowFindRecordsActionInput = {
   orderBy?: Partial<ObjectRecordOrderBy>;
   limit?: number;
 };
+
+export type WorkflowUpsertRecordActionInput = {
+  objectName: string;
+  objectRecord: ObjectRecordProperties;
+  fieldsToUpdate?: string[];
+};

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/types/workflow-record-crud-action-settings.type.ts

@@ -1,4 +1,5 @@
 import {
+  type WorkflowUpsertRecordActionInput,
   type WorkflowCreateRecordActionInput,
   type WorkflowDeleteRecordActionInput,
   type WorkflowFindRecordsActionInput,
@@ -21,3 +22,7 @@ export type WorkflowDeleteRecordActionSettings = BaseWorkflowActionSettings & {
 export type WorkflowFindRecordsActionSettings = BaseWorkflowActionSettings & {
   input: WorkflowFindRecordsActionInput;
 };
+
+export type WorkflowUpsertRecordActionSettings = BaseWorkflowActionSettings & {
+  input: WorkflowUpsertRecordActionInput;
+};

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/record-crud/upsert-record.workflow-action.ts

@@ -0,0 +1,93 @@
+import { Injectable } from '@nestjs/common';
+
+import { isDefined, resolveInput } from 'twenty-shared/utils';
+
+import { type WorkflowAction } from 'src/modules/workflow/workflow-executor/interfaces/workflow-action.interface';
+
+import {
+  RecordCrudException,
+  RecordCrudExceptionCode,
+} from 'src/engine/core-modules/record-crud/exceptions/record-crud.exception';
+import { UpsertRecordService } from 'src/engine/core-modules/record-crud/services/upsert-record.service';
+import { ScopedWorkspaceContextFactory } from 'src/engine/twenty-orm/factories/scoped-workspace-context.factory';
+import {
+  WorkflowStepExecutorException,
+  WorkflowStepExecutorExceptionCode,
+} from 'src/modules/workflow/workflow-executor/exceptions/workflow-step-executor.exception';
+import { WorkflowExecutionContextService } from 'src/modules/workflow/workflow-executor/services/workflow-execution-context.service';
+import { type WorkflowActionInput } from 'src/modules/workflow/workflow-executor/types/workflow-action-input';
+import { type WorkflowActionOutput } from 'src/modules/workflow/workflow-executor/types/workflow-action-output.type';
+import { findStepOrThrow } from 'src/modules/workflow/workflow-executor/utils/find-step-or-throw.util';
+import { isWorkflowUpsertRecordAction } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/guards/is-workflow-upsert-record-action.guard';
+import { WorkflowUpsertRecordActionInput } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/types/workflow-record-crud-action-input.type';
+
+@Injectable()
+export class UpsertRecordWorkflowAction implements WorkflowAction {
+  constructor(
+    private readonly upsertRecordService: UpsertRecordService,
+    private readonly scopedWorkspaceContextFactory: ScopedWorkspaceContextFactory,
+    private readonly workflowExecutionContextService: WorkflowExecutionContextService,
+  ) {}
+
+  async execute({
+    currentStepId,
+    steps,
+    context,
+    runInfo,
+  }: WorkflowActionInput): Promise<WorkflowActionOutput> {
+    const step = findStepOrThrow({
+      steps,
+      stepId: currentStepId,
+    });
+
+    if (!isWorkflowUpsertRecordAction(step)) {
+      throw new WorkflowStepExecutorException(
+        'Step is not an upsert record action',
+        WorkflowStepExecutorExceptionCode.INVALID_STEP_TYPE,
+      );
+    }
+
+    const workflowActionInput = resolveInput(
+      step.settings.input,
+      context,
+    ) as WorkflowUpsertRecordActionInput;
+
+    if (!isDefined(workflowActionInput.objectName)) {
+      throw new RecordCrudException(
+        'Failed to upsert: Object name is required',
+        RecordCrudExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    const { workspaceId } = this.scopedWorkspaceContextFactory.create();
+
+    if (!workspaceId) {
+      throw new RecordCrudException(
+        'Failed to update: Workspace ID is required',
+        RecordCrudExceptionCode.INVALID_REQUEST,
+      );
+    }
+
+    const executionContext =
+      await this.workflowExecutionContextService.getExecutionContext(runInfo);
+
+    const toolOutput = await this.upsertRecordService.execute({
+      objectName: workflowActionInput.objectName,
+      objectRecord: workflowActionInput.objectRecord,
+      fieldsToUpdate: workflowActionInput.fieldsToUpdate,
+      workspaceId,
+      rolePermissionConfig: executionContext.rolePermissionConfig,
+    });
+
+    if (!toolOutput.success) {
+      throw new RecordCrudException(
+        toolOutput.error || toolOutput.message,
+        RecordCrudExceptionCode.RECORD_UPSERT_FAILED,
+      );
+    }
+
+    return {
+      result: toolOutput.result,
+    };
+  }
+}

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action-settings.type.ts

@@ -12,6 +12,7 @@ import {
   type WorkflowDeleteRecordActionSettings,
   type WorkflowFindRecordsActionSettings,
   type WorkflowUpdateRecordActionSettings,
+  type WorkflowUpsertRecordActionSettings,
 } from 'src/modules/workflow/workflow-executor/workflow-actions/record-crud/types/workflow-record-crud-action-settings.type';
 
 export type BaseWorkflowActionSettings = {
@@ -32,6 +33,7 @@ export type WorkflowActionSettings =
   | WorkflowCreateRecordActionSettings
   | WorkflowUpdateRecordActionSettings
   | WorkflowDeleteRecordActionSettings
+  | WorkflowUpsertRecordActionSettings
   | WorkflowFindRecordsActionSettings
   | WorkflowFormActionSettings
   | WorkflowFilterActionSettings

packages/twenty-server/src/modules/workflow/workflow-executor/workflow-actions/types/workflow-action.type.ts

@@ -6,6 +6,7 @@ import { type WorkflowHttpRequestActionSettings } from 'src/modules/workflow/wor
 import { type WorkflowIteratorActionSettings } from 'src/modules/workflow/workflow-executor/workflow-actions/iterator/types/workflow-iterator-action-settings.type';
 import { type WorkflowSendEmailActionSettings } from 'src/modules/workflow/workflow-executor/workflow-actions/mail-sender/types/workflow-send-email-action-settings.type';
 import {
+  type WorkflowUpsertRecordActionSettings,
   type WorkflowCreateRecordActionSettings,
   type WorkflowDeleteRecordActionSettings,
   type WorkflowFindRecordsActionSettings,
@@ -20,6 +21,7 @@ export enum WorkflowActionType {
   CREATE_RECORD = 'CREATE_RECORD',
   UPDATE_RECORD = 'UPDATE_RECORD',
   DELETE_RECORD = 'DELETE_RECORD',
+  UPSERT_RECORD = 'UPSERT_RECORD',
   FIND_RECORDS = 'FIND_RECORDS',
   FORM = 'FORM',
   FILTER = 'FILTER',
@@ -68,6 +70,11 @@ export type WorkflowDeleteRecordAction = BaseWorkflowAction & {
   settings: WorkflowDeleteRecordActionSettings;
 };
 
+export type WorkflowUpsertRecordAction = BaseWorkflowAction & {
+  type: WorkflowActionType.UPSERT_RECORD;
+  settings: WorkflowUpsertRecordActionSettings;
+};
+
 export type WorkflowFindRecordsAction = BaseWorkflowAction & {
   type: WorkflowActionType.FIND_RECORDS;
   settings: WorkflowFindRecordsActionSettings;
@@ -113,6 +120,7 @@ export type WorkflowAction =
   | WorkflowCreateRecordAction
   | WorkflowUpdateRecordAction
   | WorkflowDeleteRecordAction
+  | WorkflowUpsertRecordAction
   | WorkflowFindRecordsAction
   | WorkflowFormAction
   | WorkflowFilterAction