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Overview

This node updates an existing Opportunity record in the Autotask system using the Autotask REST API. It is useful for automating updates to opportunity data such as status, value, or custom fields within business workflows. For example, it can be used to update the stage of a sales opportunity after a call or to modify opportunity details based on external triggers.

Properties

Name Meaning
Opportunity ID The unique identifier of the opportunity record to update. This is required to specify which opportunity to modify.
Fields A resource mapper input that defines which fields of the opportunity to update and their new values. It supports defining fields manually or using auto-mapping features to map input data to opportunity fields.

Output

JSON

  • id - The ID of the updated opportunity.
  • fields - The updated fields and their new values as returned by the Autotask API.
  • success - Boolean indicating whether the update operation was successful.
  • error - Error message if the update operation failed.

Dependencies

  • Requires an Autotask API credential (API key or token) to authenticate requests to the Autotask REST API.

Troubleshooting

  • If the Opportunity ID is invalid or does not exist, the node will fail with an error indicating the record was not found. Verify the ID is correct.
  • If required fields are missing or invalid in the fields mapping, the API may reject the update. Ensure all mandatory fields are provided and valid.
  • Authentication errors may occur if the API credentials are incorrect or expired. Check and update the Autotask API credentials in the node settings.
  • Network or API downtime can cause request failures. Retry after some time or check Autotask service status.

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