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Actions62

Overview

The "Update a Client" operation in the Cloodo CRM node allows users to modify existing client records within the Cloodo system. This operation is useful for keeping client information up-to-date, such as changing contact details, updating company information, or modifying custom fields related to a client.

Common scenarios include:

  • Updating a client's email or phone number after receiving new contact info.
  • Changing the status or category of a client based on their current engagement level.
  • Adding notes or custom data fields to enrich client profiles.
  • Modifying login credentials or access-related information for client accounts.

Practical example: A sales team member uses this node to update a client's status to "active" and add a note about recent communications, ensuring that all team members have the latest client information.

Properties

Name Meaning
ID The unique identifier of the client to update.
Additional Fields A collection of optional fields to update various client attributes:
- Custom Fields Data JSON string representing custom field names and their values to update.
- Client Active Status JSON array indicating the active status of the client.
- Client Sale Status The sales status of the client (e.g., lead, prospect, customer).
- Name The client's full name.
- Password The client's password (input masked).
- Login The client's login username.
- Email The client's email address.
- Mobile The client's mobile phone number.
- Status General status of the client (could be active, inactive, etc.).
- Added By Identifier or name of the user who added the client.
- Company Name The name of the client's company.
- Company Logo URL or path to the company's logo image.
- Address The client's physical address.
- Postal Code Postal or ZIP code of the client's address.
- State State or region of the client's address.
- Office Phone Office phone number of the client.
- Website Client's company website URL.
- Skype Client's Skype ID.
- Facebook Client's Facebook profile link or ID.
- Twitter Client's Twitter handle.
- Linkedin Client's LinkedIn profile link.
- Client Category Numeric ID representing the client's category.
- Client Sub Category Numeric ID representing the client's sub-category.
- Image URL or path to an image associated with the client.
- Email Notifications Boolean flag to enable or disable email notifications for the client.
- Gender Client's gender; options are Male, Female, Others.
- Note Text description or notes about the client.

Output

The node outputs JSON data representing the updated client record as returned by the Cloodo API. This typically includes all client fields after the update has been applied, reflecting the new state of the client entity.

If the node supports binary data output (not indicated here), it would represent files or images related to the client, but this operation primarily deals with JSON data updates.

Dependencies

  • Requires an active connection to the Cloodo CRM API endpoint (https://erp-amz.cloodo.com/v4/).
  • Needs an API authentication token or key configured in n8n credentials to authorize requests.
  • The node depends on proper configuration of the "Cloodo API" credential within n8n.

Troubleshooting

  • Invalid or missing client ID: Ensure the "ID" property is correctly set to the client you want to update. Missing or incorrect IDs will cause errors.
  • Malformed JSON in custom fields: When providing JSON strings for custom fields or active status, ensure valid JSON syntax to avoid parsing errors.
  • Authentication errors: Verify that the API key or token is valid and has sufficient permissions to update client data.
  • Field validation errors: Some fields may require specific formats (e.g., email format, numeric IDs). Check the API documentation if updates fail due to invalid data.
  • Network issues: Confirm network connectivity to the Cloodo API endpoint.

Links and References

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