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Create and edit data in Arivo CRM

Overview

The node integrates with Arivo CRM to update phone records associated with contacts. Specifically, the "Phone" resource with the "Update" operation allows users to modify details of an existing phone entry for a given contact. This is useful in scenarios where phone numbers or their types need correction or updating without creating new entries.

Practical examples include:

  • Correcting a mistyped phone number for a contact.
  • Changing the type of a phone number from "work" to "cell".
  • Updating multiple phone records programmatically as part of a data cleanup workflow.

Properties

Name Meaning
Contact ID The unique identifier of the contact whose phone record is being updated.
Phone ID The unique identifier of the specific phone record to update.
Update Fields Collection of fields to update on the phone record:
- Phone Number: The full phone number including area code.
- Phone Type: The category of the phone number. Options are: Work, Cell, Home, Fax.

Output

The output is a JSON object representing the updated phone record after the operation completes successfully. It contains all relevant details of the phone entry, reflecting the changes made.

No binary data output is involved in this operation.

Dependencies

  • Requires an API key credential for authenticating with Arivo CRM.
  • The node depends on the Arivo CRM API being accessible and the user having appropriate permissions to update phone records.
  • No additional environment variables or external services are explicitly required beyond the configured API authentication.

Troubleshooting

  • Common Issues:

    • Invalid or missing Contact ID or Phone ID will cause the update to fail.
    • Providing invalid phone number formats may be rejected by the API.
    • Insufficient permissions or expired API credentials can result in authorization errors.
    • Network connectivity issues can prevent communication with the Arivo CRM API.
  • Error Messages & Resolutions:

    • "Contact ID not found": Verify that the Contact ID exists in Arivo CRM.
    • "Phone ID not found": Confirm the Phone ID corresponds to a phone record under the specified contact.
    • "Invalid phone number format": Ensure the phone number includes area code and follows expected formatting.
    • "Unauthorized" or "Authentication failed": Check that the API key credential is valid and has not expired.
    • "Network error": Retry after verifying network connectivity.

Links and References

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