Overview
This node integrates with SugarCRM to perform various operations on CRM modules such as Leads, Accounts, Opportunities, Meetings, Contacts, Customer complaints, and Supplier complaints. Specifically, the 'Update' operation allows users to update existing records in these modules by specifying the record ID and the fields to update. This is useful for keeping CRM data current, such as updating contact information, opportunity details, or complaint statuses. For example, a user can update a Lead's phone number or an Opportunity's sales stage directly from the workflow.
Use Case Examples
- Updating a Lead's contact details like phone and email.
- Modifying an Opportunity's sales stage and forecast amount.
- Changing the status of a Customer complaint record.
Properties
| Name | Meaning |
|---|---|
| Module | The CRM module where the record to update exists, e.g., Leads, Accounts, Opportunities, etc. |
| Custom endpoint | The custom API endpoint to use when the module is set to 'Other (custom endpoint)'. |
| ID | The unique identifier of the record to update. |
| Leads — Campi | Fields available for updating in the Leads module, such as first name, last name, phone numbers, email, lead source, and category. |
| Accounts — Campi | Fields available for updating in the Accounts module, such as company name, assigned user ID, and category. |
| Opportunities — Campi | Fields available for updating in the Opportunities module, including name, type, close date, assigned user, forecast, potential, and sales stage. |
| Meetings — Campi | Fields available for updating in the Meetings module, including name, start date/time, duration, assigned user, location, suppliers, and report. |
| Contacts — Campi | Fields available for updating in the Contacts module, such as first name, last name, phone numbers, and email. |
| Customer complaints — Campi | Fields available for updating in the Customer complaints module, including complaint number, type, status, assigned user, cause, description, and quantity. |
| Supplier complaints — Campi | Fields available for updating in the Supplier complaints module, similar to Customer complaints fields. |
| Advanced | Advanced options including sending a custom JSON body for the update operation. |
Output
JSON
id- The unique identifier of the updated record.module- The module where the record was updated.fields- The fields and their updated values in the record.
Dependencies
- SugarCRM API with OAuth2 authentication
Troubleshooting
- Ensure the record ID is correct and exists in the specified module to avoid 'record not found' errors.
- Verify that the API credentials and access token are valid and have sufficient permissions to update records.
- If using the 'Other (custom endpoint)' module, ensure the custom endpoint is correctly specified and accessible.
- When sending a custom JSON body, ensure the JSON is well-formed and matches the API schema to prevent request failures.
Links
- SugarCRM REST API Documentation - Official documentation for SugarCRM REST API endpoints and usage.