Step 2: Connect Google Sheets for Updates

Configure the nodes that write back to the sheet when processing is complete.

1. Open Mark Sheet Processed and set Operation to update.
2. Set Document to [YOUR_ID] and Sheet to Sheet1 (gid=0).
3. In Columns, set NIF to {{ $('Contact Exists?').item.json.NIF }} and Processed to Yes, with Matching Columns set to NIF.
4. Open Mark Sheet Processed 2 and set Operation to update with the same document and sheet.
5. In Columns, set NIF to {{ $('Generate CRM Contact').item.json.attributes.stic_identification_number_c }} and Processed to Yes, with Matching Columns set to NIF.
6. Credential Required: Connect your googleSheetsOAuth2Api credentials to both update nodes.

Step 3: Set Up Filters, Lookup, and Mapping

Validate rows, check for duplicates, and normalize input data before CRM actions run.

1. Configure Check CRM Flag to filter rows where To CRM equals {{ $json['To CRM'] }} with Right Value set to Yes.
2. Configure Verify Unprocessed to only pass rows where Processed equals {{ $json.Processed }} with Right Value set to No.
3. In Lookup Contact NIF, set Module to Contacts and filter stic_identification_number_c with {{ $json.NIF }}.
4. In Merge CRM Identifier, set Mode to combine, Join Mode to enrichInput2, and Merge By Fields to attributes.stic_identification_number_c ↔ NIF.
5. In Map Input Fields, add assignments with expressions like First name {{ $json['First name'] }}, NIF {{ $json.NIF }}, Event ID {{ $json['Event ID'] }}, and id {{ $json.id }}.

Verify Unprocessed outputs to both Lookup Contact NIF and Merge CRM Identifier in parallel, ensuring CRM lookup and merge happen simultaneously.

Credential Required: Connect your SinergiaCRMCredentials credentials to the Sinergia CRM nodes (6 total), including Lookup Contact NIF, Create CRM Relationship, Generate CRM Contact, Create Event Signup, Create Relationship Alt, and Create Signup Alt.

Step 4: Configure CRM Actions and Branching Logic

Route existing vs. new contacts and create relationships and event signups accordingly.

1. In Contact Exists?, set the condition to check that id is not empty using {{ $json.id }}.
2. For existing contacts, configure Create CRM Relationship with Module stic_Contacts_Relationships and Operation create, using { "start_date": "{{ $json['Relation date'] }}", "relationship_type": "{{ $json['Relation type'] }}", "stic_contacts_relationships_contactscontacts_ida": "{{ $json.id }}", "assigned_user_id": "2" }.
3. Then configure Create Event Signup with Module stic_Registrations and Operation create, using { "stic_registrations_contactscontacts_ida": "{{ $('Contact Exists?').item.json.id }}", "stic_registrations_stic_eventsstic_events_ida": "{{ $('Contact Exists?').item.json['Event ID'] }}", "participation_type": "attendant", "attendees": "1", "assigned_user_id": "2", "status": "confirmed", "registration_date": "{{ $('Contact Exists?').item.json['Registration date'] }}" }.
4. For new contacts, configure Generate CRM Contact with Module Contacts and Operation create, using { "first_name": "{{ $json['First name'] }}", "last_name": "{{ $json['Last name'] }}", "email1": "{{ $json.Email }}", "stic_identification_type_c": "nif", "stic_identification_number_c": "{{ $json.NIF }}" }.
5. Then set Create Relationship Alt with { "start_date": "{{ $('Contact Exists?').item.json['Relation date'] }}", "relationship_type": "{{ $('Contact Exists?').item.json['Relation type'] }}", "stic_contacts_relationships_contactscontacts_ida": "{{ $json.id }}", "assigned_user_id": "2" } and Create Signup Alt with { "stic_registrations_contactscontacts_ida": "{{ $('Generate CRM Contact').item.json.id }}", "stic_registrations_stic_eventsstic_events_ida": "{{ $('Generate CRM Contact').item.json.id }}", "participation_type": "attendant", "attendees": "1", "assigned_user_id": "2", "status": "confirmed", "registration_date": "{{ $('Contact Exists?').item.json['Relation date'] }}" }.

Step 5: Confirm Workflow Layout and Notes

Ensure the flow is correctly connected and note the informational node.

1. Confirm the execution order: Sheets Row Watcher → Check CRM Flag → Verify Unprocessed → parallel Lookup Contact NIF and Merge CRM Identifier → Map Input Fields → Contact Exists? → CRM actions → sheet updates.
2. Leave Flowpast Branding as a reference note; it does not affect execution.

Step 6: Test and Activate Your Workflow

Validate end-to-end behavior with a sample row, then enable the workflow for production.

1. Click Execute Workflow and add a new row in the sheet with To CRM set to Yes and Processed set to No.
2. Check that the row is updated to Processed = Yes in either Mark Sheet Processed or Mark Sheet Processed 2.
3. Verify that CRM records were created or updated depending on the Contact Exists? branch.
4. When successful, toggle the workflow to Active for continuous monitoring.