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 sending updated data elements to the CRM via its webservice API.
Common scenarios for using this node include:
- Automatically updating contact or lead information after a form submission.
- Syncing changes from other systems into Vtiger CRM records.
- Modifying details of deals, accounts, or custom modules based on workflow triggers.
For example, after a customer updates their profile on a website, this node can update the corresponding Vtiger record with the new information.
Properties
| Name | Meaning |
|---|---|
| Session Name | The session identifier string obtained through a prior login operation; required to authenticate and authorize the update request. |
| Element | A JSON object representing the record fields and values to update in Vtiger CRM. This should contain the record's unique ID and the fields to be changed. |
Output
The node outputs a JSON array containing the response from the Vtiger CRM API for the update operation. This typically includes confirmation of success or failure and may return the updated record details or error messages.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to a Vtiger CRM instance, configured via credentials that include the host URL, username, and an access key.
- The node uses HTTP requests to communicate with the Vtiger webservice API endpoint
/webservice.php. - The session name parameter must be valid and obtained from a successful login operation beforehand.
Troubleshooting
- Invalid Session Name: If the session name is expired or incorrect, the API will reject the request. Ensure you perform a login operation first and use the returned session name.
- Malformed Element JSON: The element field must be a valid JSON object including the record ID and fields to update. Invalid JSON or missing required fields will cause errors.
- API Errors: The node throws errors if the Vtiger API returns failure responses. Check the error message and code included in the response for diagnosis.
- Network Issues: Connectivity problems to the Vtiger host will cause request failures. Verify network access and correct host configuration.