Overview

This node operation updates an existing task in the Close CRM system. It allows users to modify various fields of a task such as the user assigned to the task, the date/time when the task is actionable, the completion status, and the task description text. This operation is useful for managing and keeping task details current within a CRM workflow, for example, updating a task's status after progress or reassigning it to another team member.

Use Case Examples

1. Updating the assigned user of a task to a different team member.
2. Changing the date/time when a task should be actioned.
3. Marking a task as complete after finishing the work.
4. Editing the description text of a task to provide more details or corrections.

Properties

Output

JSON

• id - The unique identifier of the updated task.
• assigned_to - The user ID to whom the task is assigned.
• date - The date/time when the task is actionable.
• is_complete - Boolean indicating if the task is marked as complete.
• text - The description or text content of the task.

Dependencies

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

Troubleshooting

• Common errors include missing required parameters such as Task ID or invalid field values. Ensure the Task ID is provided and valid.
• API request failures may occur due to network issues or invalid authentication credentials; verify API key and network connectivity.
• If the update fields are empty or invalid, the API may reject the request; ensure at least one valid field is provided for update.

Links

• Close CRM API - Tasks - Official API documentation for managing tasks in Close CRM, including update operations.