Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node updates an existing deal in the MOCO system. It allows users to modify various attributes of a deal such as its name, currency, amount, status, associated company or person, deal category, reminder date, service period, tags, and custom properties. This operation is useful for keeping deal information current and accurate in sales or project management workflows.
Use Case Examples
- Updating the status of a deal to 'won' after successful closure.
- Changing the deal amount or currency based on new client agreements.
- Adding or modifying custom properties to capture additional deal-specific data.
Properties
| Name | Meaning |
|---|---|
| Deal ID | The unique identifier of the deal to update, required to specify which deal to modify. |
| Update Fields | A collection of fields that can be updated for the deal, including closed date, company, currency, custom properties, deal category, info, money amount, name, person, reminder date, service period, status, tags, and user. |
Output
JSON
id- The unique identifier of the updated deal.name- The name of the updated deal.currency- The currency of the updated deal.money- The monetary amount of the updated deal.status- The status of the updated deal.company_id- The ID of the company associated with the updated deal.person_id- The ID of the person associated with the updated deal.deal_category_id- The ID of the deal category.reminder_date- The reminder date set for the deal.closed_on- The date when the deal was closed.service_period_from- The start date of the service period for the deal.service_period_to- The end date of the service period for the deal.tags- Tags associated with the deal.custom_properties- Custom properties set on the deal.
Dependencies
- MOCO API
- An API key credential for MOCO API authentication
Troubleshooting
- Ensure the Deal ID provided is correct and exists in the MOCO system to avoid 'not found' errors.
- Verify that all required fields and data types in the update fields are valid and conform to MOCO API specifications.
- Check API authentication credentials if requests fail due to authorization errors.
- If custom properties are used, ensure they are formatted correctly as key-value pairs to prevent request failures.
Links
- MOCO API Deals Documentation - Official documentation for managing deals via the MOCO API, including update operations.