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Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

The references in Data Refs allow you to unify IDs from various systems under a single record in Refold. Record ID refers to the ID you create while External ID refers to the ID of that entity in the integration. For example, consider a Data Ref named Users: Users DataRef in Refold By maintaining these mappings, Data Refs allow you to quickly access and update information across integrations.
Each Linked Account in Refold maintains its own distinct Data Refs, even if they share the same name and you can filter the Data Refs for a Linked Account in Refold dashboard.

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Data Refs in Dashboard

All Data Refs can be accessed and managed through the Data Refs section in the dashboard: Navigate to Settings > Data Refs and view the details such as Name, Associated Linked account ID and the records.

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Data Refs Actions

Data Refs node offers a range of actions which can be used in a Workflow: DataRef Actions in Refold
This action allows user to create a record in a Data Ref. If the Data Ref doesn’t exist for the Linked Account, a new Data Ref with the record is created.
This action allows user to create records in bulk in a Data Ref. If the Data Ref doesn’t exist for the Linked Account, a new Data Ref with the records is created.
This action fetches an array of all external IDs associated with a specific Refold Record ID.
This action fetches the record ID associated with the specific External ID of the application.
This action allows user to delete a record in a Data Ref using the Record ID.