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Consume Close CRM API

Actions83

Note → Update

AI-generated

Overview

This node updates an existing note in the Close CRM system. It allows users to modify the content of a note either in HTML (rich text) or plain text format, and optionally attribute the update to a specific user. This is useful for keeping notes current and relevant in CRM workflows, such as updating customer interaction details or internal comments.

Use Case Examples

  1. Updating a note's content to include new information about a customer interaction in rich text format.
  2. Changing the plain text content of a note to correct or add details, and attributing the update to a specific user.

Properties

Name Meaning
Note ID The ID of the note to update, required to identify which note to modify.
Update Content Type Specifies whether the note content to update is in HTML (rich text) or plain text format.
Note (HTML) The updated HTML content of the note, used if the content type is HTML. This will overwrite any existing plain text content.
Note (Plain Text) The updated plain text content of the note, used if the content type is plain text. This will overwrite any existing HTML content.
User The user to attribute the update to. Can be selected from a list or specified by an expression.

Output

JSON

  • id - The unique identifier of the updated note.
  • note - The plain text content of the updated note, if applicable.
  • note_html - The HTML content of the updated note, if applicable.
  • user_id - The ID of the user attributed to the update.
  • date_created - The creation date of the note.
  • date_updated - The last update date of the note.

Dependencies

  • Close CRM API
  • an API key credential for authentication

Troubleshooting

  • Ensure the Note ID is provided; otherwise, the node will throw an error indicating the Note ID is required for the update operation.
  • If the content type is HTML, ensure the HTML content is valid; invalid HTML might cause unexpected results.
  • If the user ID is specified, it must be valid and exist in the Close CRM system to avoid errors.

Links

Discussion