Actions68
- Email Actions
- File Actions
- Note Actions
- Product Category Actions
- Task Actions
- Address Actions
- Company Actions
- Custom Record Actions
- Deal Actions
- Deal Item Actions
- Person Actions
- Phone Actions
- Product Actions
Overview
The node allows updating an existing note in the Arivo CRM system. It is useful when you want to modify the content or metadata of a note that is already stored, such as changing the text, linking it to different contacts, deals, tasks, or assigning responsibility to different users or teams.
Common scenarios include:
- Correcting or adding information to a note after it was created.
- Reassigning notes to different users or teams for better task management.
- Linking notes to different CRM entities like contacts, deals, or tasks to maintain accurate relationships.
Example: You have a note attached to a contact but realize it should be linked to a deal instead. Using this node, you can update the note’s linked entity without creating a new note.
Properties
| Name | Meaning |
|---|---|
| Note ID | The unique identifier of the note to update. |
| Update Fields | A collection of fields to update on the note: |
| - Text | The content text of the note. |
| - Contact ID | ID of the contact or company to link this note to. |
| - Deal ID | ID of the deal/opportunity to link this note to. |
| - Task ID | ID of the task/activity to link this note to. |
| - User Name or ID | The user responsible for this note. Can be selected from a list or specified via expression. |
| - Team Name or ID | The team responsible for this note. Can be selected from a list or specified via expression. |
Output
The output is an array of JSON objects representing the updated note(s). Each object contains the updated note data as returned by the Arivo CRM API. The structure typically includes the note's ID, text content, linked entities (contact, deal, task), and assigned user/team information.
No binary data output is involved.
Dependencies
- Requires an active connection to Arivo CRM via an API key credential configured in n8n.
- The node depends on the Arivo CRM API to perform update operations on notes.
- Load options for users and teams are dynamically fetched using internal methods to populate dropdowns.
Troubleshooting
- Invalid Note ID: If the provided Note ID does not exist, the API will return an error. Verify the Note ID before running the node.
- Permission Errors: Ensure the API key used has sufficient permissions to update notes.
- Empty Update Fields: If no update fields are provided, the node may send an empty update request which could result in no changes or errors.
- Incorrect Linked Entity IDs: Providing invalid Contact, Deal, or Task IDs may cause the update to fail. Confirm these IDs exist in the CRM.
- User/Team Selection Issues: When specifying user or team by name or ID, ensure the values match those available in the CRM or use expressions carefully.
Links and References
- Arivo CRM Documentation (replace with actual URL)
- n8n Expressions Documentation - for using expressions in property fields.