Actions20
Overview
This node integrates with the Odoo API to update an existing Opportunity record. It allows users to specify the Opportunity ID and update various fields such as Email, Expected Revenue, Internal Notes, Name, Phone, Priority, and Probability. This node is useful in scenarios where businesses need to programmatically modify opportunity details in their Odoo CRM system, for example, updating the expected revenue or contact information of a sales opportunity based on new data or interactions.
Use Case Examples
- Updating the expected revenue and priority of a sales opportunity after a client meeting.
- Changing the contact email and phone number associated with an opportunity when new contact details are received.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the Opportunity record to update. This is required to specify which opportunity to modify. |
| Update Fields | A collection of fields that can be updated on the Opportunity, including Email, Expected Revenue, Internal Notes, Name, Phone, Priority, and Probability. |
Output
JSON
id- The unique identifier of the updated Opportunity record.name- The name of the updated Opportunity.email_from- The email address associated with the updated Opportunity.expected_revenue- The expected revenue value after the update.description- Internal notes or description of the updated Opportunity.phone- The phone number associated with the updated Opportunity.priority- The priority level of the updated Opportunity.probability- The probability percentage of the updated Opportunity.
Dependencies
- Requires Odoo API credentials including URL, username, password, and database name.
Troubleshooting
- Ensure the Opportunity ID provided is valid and exists in the Odoo system to avoid errors.
- Verify that the Odoo API credentials are correct and have sufficient permissions to update Opportunity records.
- If the update fields contain invalid data types or values outside allowed ranges (e.g., probability > 100), the API may reject the request.
Links
- Odoo Official Documentation - Comprehensive resource for understanding Odoo models and API usage.