Overview
This node integrates with Vtiger CRM, an open-source customer relationship management system. Specifically, the Update operation allows users to modify existing records in Vtiger by providing updated data elements. This is useful for automating updates to contacts, leads, accounts, or other CRM entities based on workflow triggers or external data changes.
Practical examples include:
- Automatically updating a contact’s phone number or email when new information is received.
- Modifying the status of a sales opportunity after a certain event occurs.
- Syncing updated customer details from another system into Vtiger CRM.
Properties
| Name | Meaning |
|---|---|
| Session Name | The session ID obtained from a prior login operation; required to authenticate requests. |
| Element | A JSON object representing the fields and values to update in the target CRM record. |
Output
The node outputs a JSON array containing the response from the Vtiger API after attempting the update. This typically includes success status and any returned data about the updated record. There is no binary output.
Example output structure (simplified):
[
{
"success": true,
"result": {
"id": "12x345",
"updatedFields": { ... }
}
}
]
Dependencies
- Requires an active Vtiger CRM instance accessible via HTTP(S).
- Needs credentials including host URL, username, and an API access key.
- The node uses these credentials to perform authenticated API calls.
- The user must first perform a login operation to obtain a valid session name used in update requests.
Troubleshooting
- Invalid Session Name: If the session name is missing or expired, the update will fail. Ensure you run the login operation first and use the returned session ID.
- Malformed JSON in Element: The
Elementproperty must be valid JSON representing the fields to update. Invalid JSON will cause errors. - API Errors: The node throws errors if the Vtiger API returns failure messages, such as permission issues or invalid field names. Check the error message for details.
- Network Issues: Connectivity problems to the Vtiger server will cause request failures.