ID Linking

ID Linking is a feature that ensures FlowMate can recognize the same object across different systems. It prevents duplicates, supports updates on existing records, and makes flows more reliable.

What ID Linking Does

When ID Linking is enabled in a step, FlowMate will:

• Save the ID of an object the first time it passes through the flow.

• Reuse the same ID in later steps of the flow to update the existing record instead of creating a new one.

• Link multiple IDs if the object is created in more than one connected system.

This way, FlowMate always knows whether it is dealing with a new object or an existing one.

Important: ID Linking is saved per connector/system. This means:

• If you want to track an object across multiple systems, you must enable ID Linking in each step that connects to those systems.

• For example: enabling it in your CRM action will store the CRM ID, but to also store the HR system ID, you must enable it in the HR action as well.

Typical Use Cases

Sync flows (trigger → update or create) Check if an object already exists in the target system and either update it or insert it.

Avoid duplicates across systems Ensure that records created in one system can be updated consistently in another.

Enabling ID Linking in a Flow

Every step in FlowMate has an ID Linking option.

1. Open the step settings.

2. Enable the checkbox “Save Id”.

3. Select the appropriate field from the dropdown.

Once enabled:

• The first time an object runs through the flow, FlowMate saves the ID from the system.

• The ID is stored in the step metadata as recordUid.

"metadata": {
  "recordUid": "00vFg000007EpI0IAK"
}

You can reference this value in mappings using JSONata:

metadata.recordUid

This makes it easy to pass existing IDs to later steps, for example to update a record instead of creating a new one.