Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node integrates with the MOCO API to update company information. It allows users to modify details of an existing company such as its name, type (customer, supplier, or organization), currency, identifier, and various additional fields like address, contact details, tax information, custom properties, and tags. This node is useful for automating updates to company records in MOCO, ensuring data consistency and saving manual effort. For example, it can be used to update a customer's billing information or change a supplier's tax details automatically based on external triggers.
Use Case Examples
- Updating a customer's currency and tax information after receiving updated financial data.
- Modifying a supplier's IBAN and credit number when their banking details change.
- Changing the company name and adding custom properties for better categorization.
Properties
| Name | Meaning |
|---|---|
| Company Name or ID | The unique identifier or name of the company to update, selected from a list or specified via expression. |
| Name | The new name of the company to be updated. |
| Type | The type of the company, which can be Customer, Supplier, or Organization. |
| Currency | The currency used by the company, required if the company type is customer. |
| Identifier | An identifier for the customer, mandatory if not automatically assigned, applicable only for customers. |
| Additional Fields | A collection of optional fields to provide more details about the company, such as address, contact info, tax rates, custom properties, tags, and more. |
Output
JSON
id- Unique identifier of the updated company.name- Name of the updated company.type- Type of the company (customer, supplier, organization).currency- Currency of the company if applicable.identifier- Customer identifier if applicable.address- Address of the company.email- Email address of the company.phone- Phone number of the company.fax- Fax number of the company.website- Website URL of the company.custom_properties- Custom properties set for the company.tags- Tags associated with the company.vat_id- VAT identification number of the company.
Dependencies
- MOCO API
- An API key credential for MOCO API authentication
Troubleshooting
- Ensure the company ID provided exists in MOCO; otherwise, the update will fail with a not found error.
- Validate that required fields like 'Name', 'Type', and for customers 'Currency' and 'Identifier' are provided to avoid validation errors.
- Check that custom properties are formatted correctly as key-value pairs to prevent request errors.
- If the API key credential is invalid or missing, authentication errors will occur; verify credentials in node settings.
Links
- MOCO API - Companies - Official MOCO API documentation for managing companies, including update operations.