Overview

This node operation updates an existing sequence in the Close CRM system. It allows users to modify the sequence's name, schedule, steps, and status. This is useful for automating and managing bulk actions or workflows within the CRM, such as adjusting the timing or content of automated sequences.

Use Case Examples

1. Updating the name and status of a sequence to reflect a new campaign phase.
2. Modifying the schedule JSON to change when the sequence steps are executed.
3. Replacing the steps JSON array to update the sequence's actions or remove existing steps.

Properties

Output

JSON

• id - The unique identifier of the updated sequence.
• name - The updated name of the sequence.
• status - The updated status of the sequence (active or paused).
• schedule - The updated schedule object of the sequence.
• steps - The updated array of step objects in the sequence.

Dependencies

• Close CRM API with an API key credential for authentication.

Troubleshooting

• Ensure the Sequence ID is provided; otherwise, the node throws an error indicating the Sequence ID is required.
• Validate that the schedule and steps JSON fields are correctly formatted; invalid JSON will cause an error with a message specifying the invalid field.
• If the API request fails, check the API credentials and network connectivity.
• When updating steps, excluding existing steps will remove them, so ensure the steps JSON includes all desired steps.