Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node operation updates an existing Opportunity in the Soliditech system. It allows users to modify various fields of an Opportunity, such as stage, subject, primary contact, type, contract status, description, expected close date, and related nested objects like person and salesOpportunity. Users can provide parameters either as individual fields or as a JSON object. This operation is useful for keeping Opportunity data current and accurate in sales and CRM workflows.
Use Case Examples
- Updating the stage and expected close date of an Opportunity to reflect its current status in the sales pipeline.
- Modifying the primary contact and description of an Opportunity to add new information gathered during customer interactions.
- Using JSON parameters to update multiple fields of an Opportunity in a single request for efficiency.
Properties
| Name | Meaning |
|---|---|
| JSON Parameters | Whether to provide the update parameters as a JSON object (flat object). If true, the parametersJson field is used. |
| Parameters JSON | The update parameters as a JSON flat object, used if JSON Parameters is true. |
| Additional Fields | Individual fields to update on the Opportunity, used if JSON Parameters is false. Includes fields like Unique Reference, Opportunity ID, Stage, Subject, Primary Contact, Type, Contract Status, Description, Expected Close Date, Type ID, Stage ID, Contract Status ID, and nested objects Person and Sales Opportunity with metadata values. |
| Simplify Output | Whether to simplify the output data returned by the node. |
| Simplify Path | The path to the property in the response data that should be returned if Simplify Output is true. |
Output
JSON
result- The main result object returned from the update Opportunity API call, containing the updated Opportunity data.
Dependencies
- Soliditech API (v.1)
Troubleshooting
- Ensure that if JSON Parameters is set to true, the Parameters JSON field contains a valid JSON object; otherwise, an error will be thrown.
- If using Additional Fields, ensure that required fields like Opportunity ID are provided to identify which Opportunity to update.
- Errors may occur if the API endpoint is unreachable or credentials are invalid; verify API key credentials and network connectivity.
- If binary data is expected in other operations, ensure the binary property name is correctly specified and the input data contains the binary data.
Links
- Soliditech API - Update Opportunity - Official API documentation for updating an Opportunity in Soliditech.