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Easy Redmine

Easy Redmine Operations

Actions37

Overview

This node integrates with Easy Redmine to update an existing Account entity. It allows users to modify various account details such as industry, name, type, status, assigned managers, dates, and custom fields. Additionally, it supports updating billing and contact information related to the account.

Common scenarios for this node include:

  • Keeping account records up-to-date with the latest business or contact information.
  • Automating updates to account statuses or assigned personnel based on workflow triggers.
  • Managing billing and contact details centrally within Easy Redmine from other systems.

Practical example:

  • Automatically update an account’s status and assigned manager when a sales opportunity progresses.
  • Change billing address details after receiving updated customer information from a CRM system.

Properties

Name Meaning
Account ID The unique identifier of the account to update.
Update Fields Collection of fields to update on the account:
- Industry ID (number)
- Name (string): Account name
- Accounts Type ID (number): Contact type
- Account Manager ID (number)
- External Account Manager ID (number)
- Account Status ID (number)
- Account Level ID (number)
- Author ID (number): Creator of the account
- Account Opened (dateTime)
- Account Closed (dateTime)
- Customer Left Reason ID (number)
- Custom Fields: Multiple custom field entries each with ID and value
Billing Fields Collection of billing-related fields to update:
- Company Name (string)
- Street (string)
- City (string)
- Country Code (string)
- Country Division (string)
- Postal Code (string)
- Email (string)
- Telephone (string)
- VAT Number (string)
- VAT Rate (number)
- Bank Account Number (string)
- IBAN (string)
- Variable Symbol (string)
- SWIFT (string)
- BIC (string)
Contact Fields Collection of contact-related fields to update (similar structure to Billing Fields):
- Company Name (string)
- Street (string)
- City (string)
- Country Code (string)
- Country Division (string)
- Postal Code (string)
- Email (string)
- Telephone (string)
- VAT Number (string)
- VAT Rate (number)
- Bank Account Number (string)
- IBAN (string)
- Variable Symbol (string)
- SWIFT (string)
- BIC (string)

Output

The node outputs JSON data representing the updated Account entity as returned by the Easy Redmine API. This typically includes the full account record with all its fields reflecting the changes made.

If the operation fails, the output will contain an error message describing the issue.

The node does not output binary data.

Dependencies

  • Requires an active connection to Easy Redmine via an API key credential.
  • The node expects the base URL of the Easy Redmine instance to be configured in the credentials.
  • Proper permissions in Easy Redmine are necessary to update account entities.

Troubleshooting

  • Common issues:

    • Invalid or missing Account ID: The update will fail if the specified account does not exist.
    • Insufficient permissions: The API user must have rights to update accounts.
    • Incorrect field values: For example, providing invalid IDs for related entities or malformed date formats can cause errors.
    • Network or authentication errors due to incorrect API credentials or domain configuration.

  • Error messages:

    • Errors returned from the API are captured and presented in the output. They may include validation errors or authorization failures.
    • If multiple errors occur, they are concatenated into a single message.

  • Resolution tips:

    • Verify the Account ID is correct and exists.
    • Check API credentials and permissions.
    • Ensure all required fields are correctly formatted.
    • Review the Easy Redmine API documentation for valid field values and constraints.

Links and References

Discussion