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Consume Close CRM API

SMS → Update

AI-generated

Overview

This node updates an existing SMS record in the Close CRM system. It is useful for modifying details of an SMS such as the scheduled date, status, or text content. For example, you can reschedule an SMS, change its status from draft to scheduled, or update the message text before sending.

Use Case Examples

  1. Update the scheduled date and text of an SMS before it is sent.
  2. Change the status of an SMS from draft to outbox to prepare it for sending.

Properties

Name Meaning
SMS ID The unique identifier of the SMS to update, required to specify which SMS record to modify.
Update Fields A collection of fields that can be updated for the SMS, including dateScheduled (when to send the SMS), status (draft, outbox, scheduled), text (the SMS content), and userId (the user attributed to the update).

Output

JSON

  • id - The ID of the updated SMS.
  • lead_id - The ID of the lead associated with the SMS.
  • to - The recipient phone number(s) of the SMS.
  • local_phone - The local phone number used to send the SMS.
  • status - The current status of the SMS (e.g., draft, outbox, scheduled).
  • text - The text content of the SMS.
  • date_scheduled - The scheduled date and time for sending the SMS.
  • date_created - The creation date and time of the SMS.
  • direction - The direction of the SMS (incoming or outgoing).
  • send_in - The delay or timing for sending the SMS.
  • template_id - The ID of the template used for the SMS, if any.

Dependencies

  • Close CRM API key credential

Troubleshooting

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

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