Actions20
Overview
This node integrates with the OmniFlow API to manage company data within a CRM or marketing automation context. Specifically, the Update Company operation allows users to modify existing company records by specifying the company ID and the fields to update.
Common scenarios where this node is beneficial include:
- Keeping company information up-to-date in your CRM after receiving new data from other systems.
- Automating updates to company profiles based on external triggers or workflows.
- Enriching company records with additional custom fields or correcting outdated details.
For example, you might use this node to update a company's address, phone number, or industry classification automatically when a lead form is submitted or when syncing data from another database.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authenticating with the OmniFlow API. Options: "Credentials" (API key) or "OAuth2". |
| Company ID | The unique identifier of the company record to update. |
| Simplify | Whether to return a simplified version of the response (only the main fields) instead of the full raw data object. |
| Update Fields | Collection of fields to update on the company record. Includes: |
| - Address | Nested collection for updating address details: Address Line 1, Address Line 2, City, State, Country, Zip Code. |
| - Annual Revenue | Numeric field to update the company's annual revenue. |
| - Company Email | Email address associated with the company. |
| - Company Name | The name of the company. |
| - Custom Fields | Allows setting custom fields not predefined in the standard schema. Users select field names or IDs and provide corresponding values. |
| - Description | Text description of the company. |
| - Fax | Fax number of the company. |
| - Industry Name or ID | Industry classification chosen from a list or specified by ID. |
| - Is Published | Boolean flag indicating if the company is published. |
| - Number of Employees | Numeric count of employees in the company. |
| - Overwrite With Blank | Boolean flag indicating whether empty values should overwrite existing fields (true), or be skipped (false). |
| - Phone | Phone number of the company. |
| - Website | Website URL of the company. |
Output
The output JSON contains the updated company data returned from the OmniFlow API. If the "Simplify" option is enabled, the output includes only the main fields of the company (a flattened object with key-value pairs). Otherwise, the full raw response object is returned, which may contain nested metadata and additional details.
No binary data output is produced by this node.
Dependencies
- Requires an active OmniFlow API connection configured in n8n, either via API key credentials or OAuth2 authentication.
- The node uses internal helper functions to make HTTP requests to OmniFlow endpoints.
- The user must have appropriate permissions in OmniFlow to update company records.
Troubleshooting
- Invalid Company ID: If the provided company ID does not exist or is malformed, the API will return an error. Verify the ID is correct and exists in OmniFlow.
- Authentication Errors: Ensure that the API credentials or OAuth2 token are valid and have not expired.
- Empty Field Updates: If "Overwrite With Blank" is false, empty input fields will be ignored; set it to true if you want to clear fields by sending blank values.
- Custom Fields Not Updating: Make sure the custom field IDs are valid and correspond to existing custom fields in OmniFlow.
- API Rate Limits: Frequent updates may hit API rate limits; consider adding delays or batching updates.
- Malformed Input Data: For complex fields like address or custom fields, ensure the structure matches expected formats.
Links and References
- OmniFlow API Documentation (generic link, replace with actual if available)
- n8n Expressions Documentation
- How to Use Custom Fields in OmniFlow (example resource)
This summary focuses exclusively on the "Company" resource and the "Update" operation as requested.