Actions6
Overview
This node updates an existing contact record in the Upgrade.chat CRM system. It allows users to modify detailed personal, business, and subscription information of a contact, including addresses, emails, phone numbers, social profiles, custom fields, and more. The node supports matching existing contacts by email and full name or updating by a specific contact ID.
Typical use cases include:
- Keeping customer records up-to-date with new information.
- Synchronizing contact data from other systems into Upgrade.chat.
- Managing detailed client profiles for sales, marketing, or support teams.
- Updating subscription details linked to contacts.
For example, a user can update a lead's contact info with new phone numbers, add company details, or change subscription plans directly from an automation workflow.
Properties
| Name | Meaning |
|---|---|
| Contact Type | Type of contact: Lead, Client, or Partner. |
| Match Existing Contact | Whether to try finding an existing contact by Email and Full Name to update it ("Yes" or "No"). |
| Contact ID | Unique identifier of the contact in Upgrade.chat to update. |
| Additional Field | Collection of options including: - Ignore Invalid Values (save even if validation errors) - Override Lists (replace lists instead of merging) - Create User (create a user account) - Send Welcome Email - Contact XREF (external reference string) - User Password (password for created user, auto-generated if empty) |
| Personal Info | Collection of personal details such as: - Prefix, First/Middle/Last Name, Nickname, Suffix - Gender (Male/Female) - Date of Birth - Home/Mobile Phone and extensions - SSN, Bank Code - Emails (up to 3) - Preferred Time of Day to contact - Driving License and State - Military Duty status - US Citizenship - Professional Experience - Profile Summary - Person Affiliate Code |
| Home Address | Collection of home address fields: - Street, Address 2, City, State Name/Code, Zip, Country Name/Code |
| Web Url | Collection of URLs related to the contact: - Website, Facebook, LinkedIn, Instagram, Twitter, Google Reviews, AngelList, Zoom, Photo URL |
| Custom Field | Up to 5 additional custom string fields for extra data. |
| Business Info | Company-related info: - Company Name (mandatory if no personal name) - Organization Type (Inc, LLC, LLP, etc.) - Job Title - Employment status and start date - Employee count - Date Founded - EIN - Annual Revenue - Industry - Company Phone/Fax/Email - Company Affiliate Code |
| Company Address | Company address fields similar to Home Address. |
| Company Links | Company social and web links: - Website, Facebook, LinkedIn, Instagram, Twitter, Google Reviews, Crunchbase, BBB, Zoom, Calendly, Logo URL |
| Work Info | Work contact details: - Work Phones and extensions (2 numbers) - Work Emails (3 addresses) |
| Work Address | Work address fields similar to Home Address. |
| Other Field | Miscellaneous fields: - Assigned User (preferably unique user email) - Follow Up Date (creates follow-up task) - Notes - Date Created - Lead Stage Name - Lead Source Code - Lead Deal Amount - Affiliate Code - Campaign ID - Channel Code - Google Click ID - Referer URL - Entry URL - Applicant ID - IP Address - User Agent - Site ID - Site URL - Application ID - Rating (1-10) |
| UTM Parameters Field | Marketing UTM parameters: - Source, Medium, Campaign, Term, Content, Keyword, AdGroup, Name |
| Request Custom Field | Up to 5 additional custom request fields for extra data. |
| Subscription 1 Field | Subscription details: - Product Code, Payment Period Type (Annual, LifeTime, Monthly), System Type, Code, Name, Level, Start/End Dates, Amount |
| Subscription 2 Field | Same as Subscription 1 but for a second subscription. |
| Subscription 3 Field | Same as Subscription 1 but for a third subscription. |
Output
The node outputs JSON data representing the updated contact record as returned by the Upgrade.chat API. This includes all the fields sent in the update request along with any additional metadata or identifiers assigned by the system.
No binary data output is indicated.
Dependencies
- Requires an API key credential for authenticating with the Upgrade.chat API.
- The node uses HTTP requests to the Upgrade.chat endpoints for importing and updating contact data.
- Proper configuration of the API credential in n8n is necessary.
Troubleshooting
Common issues:
- Validation errors due to incorrect or missing required fields (e.g., missing mandatory names or company name).
- Authentication failures if the API key is invalid or missing.
- Network or connectivity issues preventing API calls.
- Mismatched data types or formats, especially for dates (should be YYYY-MM-DD or MM-DD-YYYY).
Error messages:
- Validation errors may indicate which fields are invalid; enabling "Ignore Invalid Values" can bypass some errors but may result in incomplete data.
- Authentication errors require checking the API key credential setup.
- If "Match Existing Contact" is set to "Yes" but no match is found, the node might create a new contact or fail depending on API behavior.
Resolutions:
- Ensure all required fields are provided and correctly formatted.
- Verify API credentials and network access.
- Use the "Ignore Invalid Values" option cautiously to allow partial updates.
- Provide a valid Contact ID when updating a known contact to avoid ambiguity.
Links and References
- Upgrade.chat official website and API documentation (not provided here, please refer to your Upgrade.chat account resources).
- n8n documentation on creating and using API credentials.
- General best practices for managing contact data and CRM integrations.