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Actions83

Bulk Action (Automation & Bulk Actions) → List Bulk Edits

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Overview

This node interacts with the Close CRM API to manage bulk actions related to automation and bulk edits. Specifically, for the 'List Bulk Edits' operation under the 'Bulk Action (Automation & Bulk Actions)' resource, it retrieves a list of bulk edit actions that have been performed or are available. This is useful for scenarios where users want to review or audit bulk changes made to leads or other entities in Close CRM, such as setting lead statuses or updating custom fields in bulk.

Use Case Examples

  1. A marketing team wants to see all bulk edits applied to leads to understand recent changes in lead statuses.
  2. An admin wants to audit bulk updates to custom fields across multiple leads to ensure data consistency.

Properties

Name Meaning
Return All Whether to return all results or only up to a given limit. If true, all bulk edits are returned; if false, only a limited number of results are returned.
Limit The maximum number of bulk edit results to return when 'Return All' is set to false.

Output

JSON

  • id - The unique identifier of the bulk edit action.
  • type - The type of bulk edit action performed.
  • lead_status_id - The ID of the lead status set in the bulk edit, if applicable.
  • custom_field_id - The ID of the custom field affected by the bulk edit, if applicable.
  • custom_field_value - The value set for the custom field in the bulk edit, if applicable.
  • custom_field_operation - The operation performed on the custom field (e.g., replace), if applicable.
  • s_query - The search query used to filter the leads affected by the bulk edit.
  • send_done_email - Indicates whether a notification email is sent after the bulk edit is completed.
  • results_limit - The limit on the number of results affected by the bulk edit.
  • sort - The sorting order applied to the bulk edit results.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure the Close CRM API key credential is correctly configured and has the necessary permissions to access bulk actions.
  • If the node throws an error about missing Bulk Action ID or parameters, verify that all required input fields are provided.
  • Errors related to invalid JSON in search queries or sort fields indicate malformed input; ensure JSON inputs are correctly formatted.

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