Actions40
- Account Actions
- Contact Actions
- Meter Actions
- Opportunity Actions
- Other Actions
- Purchase Line Item Actions
- Revenue Line Item Actions
- Website Registration Actions
Overview
This node integrates with the SugarCRM API to perform various operations on CRM resources, including Opportunities. Specifically, the Update Opportunity operation allows users to modify an existing Opportunity record by specifying its ID and the fields to update.
Common scenarios for this node include:
- Automating updates to sales opportunities based on external triggers or workflows.
- Synchronizing data between SugarCRM and other systems by updating opportunity details programmatically.
- Enriching opportunity records with additional information collected from other sources.
For example, a user might update the "Name" and "Description" of an Opportunity after receiving new information from a lead qualification process.
Properties
| Name | Meaning |
|---|---|
| ID | The unique identifier of the Opportunity record to update. |
| Additional Fields | Optional fields to update on the Opportunity. Supported options: Name, Description. |
| Custom JSON Payload | A JSON object allowing custom fields or complex structures to be added to the update body. |
| Send JSON Body | Boolean flag indicating whether to send a raw JSON body with the request. |
| JSON Body | The raw JSON content to send as the request body if "Send JSON Body" is enabled. |
Output
The node outputs the updated Opportunity record in the json field of the output data. This JSON contains the full response from the SugarCRM API representing the updated record, including all fields returned by the API after the update.
No binary data output is produced by this operation.
Dependencies
- Requires connection to a SugarCRM instance via its REST API.
- Needs an API authentication token (OAuth2) configured through credentials that provide base URL, client ID, client secret, username, and password.
- The node handles OAuth2 token retrieval internally before making API requests.
Troubleshooting
- Invalid ID or Record Not Found: If the provided Opportunity ID does not exist, the API will return an error. Verify the ID is correct and the record exists.
- Authentication Errors: Ensure the API credentials are valid and have sufficient permissions to update Opportunity records.
- Malformed JSON: When using "Custom JSON Payload" or "JSON Body," ensure the JSON syntax is correct; otherwise, parsing errors or API rejections may occur.
- API Rate Limits or Connectivity Issues: Network problems or API limits can cause failures. Check connectivity and API usage quotas.
- Empty Response or Unexpected Structure: If no records are returned or the response structure differs, verify the API version and endpoint correctness.