Close CRM icon

Close CRM

Consume Close CRM API

Actions83

Email → Update

AI-generated

Overview

This node updates an existing email record in the Close CRM system. It is useful for scenarios where you need to modify details of an email such as its HTML or plain text body, scheduled date, status, subject, or the user associated with the email. For example, you can update the subject line or reschedule the sending time of a draft email.

Use Case Examples

  1. Updating the subject and body of a draft email before sending it.
  2. Changing the scheduled send date of an email to a new date and time.
  3. Modifying the status of an email from draft to scheduled.

Properties

Name Meaning
Email ID The ID of the email to update, used to identify which email record to modify.
Update Fields A collection of fields that can be updated on the email, including bodyHtml, bodyText, dateScheduled, status, subject, and userId.

Output

JSON

  • id - The unique identifier of the updated email.
  • lead_id - The ID of the lead associated with the email.
  • to - Recipients of the email.
  • subject - Subject of the updated email.
  • body_html - HTML content of the updated email body.
  • body_text - Plain text content of the updated email body.
  • date_scheduled - Scheduled date and time for sending the email.
  • status - Current status of the email (e.g., draft, outbox, scheduled).

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure the Email ID is provided and valid; missing or incorrect ID will cause errors.
  • Only emails with status 'draft' can be updated; attempting to update emails with other statuses will fail.
  • Check that the API key credential for Close CRM is correctly configured and has necessary permissions.
  • Invalid date formats for 'Date Scheduled' may cause request failures; use ISO 8601 format.

Links

Discussion