Close CRM icon

Close CRM

Consume Close CRM API

Actions83

Meeting → Update

AI-generated

Overview

This node updates an existing meeting record in the Close CRM system. It is useful for scenarios where you need to modify details of a meeting, such as adding user notes or updating the meeting outcome. For example, after a meeting concludes, you might want to add a summary note or change the outcome status to reflect the meeting's result.

Use Case Examples

  1. Updating a meeting to add a user note summarizing the discussion.
  2. Changing the outcome ID of a meeting to indicate the meeting's result.

Properties

Name Meaning
Meeting ID The ID of the meeting to update, used to identify which meeting record to modify.
Update Fields A collection of fields that can be updated for the meeting, including user notes and outcome ID.

Output

JSON

  • id - The unique identifier of the updated meeting.
  • user_note_html - The user note content in HTML format after update.
  • outcome_id - The updated outcome ID of the meeting.

Dependencies

  • Close CRM API key credential for authentication

Troubleshooting

  • Common errors include missing required parameters such as Meeting ID, which will cause the node to throw an error indicating the missing field.
  • Invalid format in the user note or outcome ID fields may cause the API request to fail; ensure the user note is plain text and will be converted properly to HTML.
  • API request failures due to network issues or invalid credentials will result in errors; verify API key and network connectivity.

Links

Discussion