Overview

This node operation updates an existing call record in the Close CRM system. It allows users to modify details such as notes (in HTML or plain text), outcome ID, and the user associated with the update. This operation is useful for keeping call records current with additional information or corrections after the call has been logged.

Use Case Examples

1. Updating a call record to add a detailed HTML note about the conversation.
2. Changing the outcome ID of a call to reflect the result of the interaction.
3. Attributing the call update to a different user for accurate record-keeping.

Properties

Output

JSON

• id - The unique identifier of the updated call.
• note_html - The updated rich-text note in HTML format, if provided.
• note - The updated plain text note, if provided.
• outcome_id - The updated outcome ID of the call, if provided.
• user_id - The user ID attributed to the update, if provided.

Dependencies

• Close CRM API access with appropriate credentials for authentication.

Troubleshooting

• Ensure the Call ID is provided and valid; missing or incorrect Call ID will cause an error.
• Verify that the update fields are correctly formatted, especially the HTML note which must be valid HTML.
• Check API credentials and permissions to confirm the user has rights to update call records.
• Common error messages include missing required parameters or invalid JSON in fields; these should be corrected as per the error details.

Links

• Close CRM API - Calls - Official API documentation for managing calls in Close CRM, including update operations.