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Creatio

Read and write records in Creatio CRM (contacts, accounts, leads, opportunities, custom objects) via OData. Use to look up, create, update, or delete Creatio CRM data.

Actions24

File → PATCH

AI-generated

Summary

Update a specific record in a Creatio CRM entity by its ID with specified field values or a custom JSON body.

Inputs

  • Authentication (required) — Choose the authentication method to use: OAuth2 or Username & Password.
  • Subpath Name or ID (required) — The name or ID of the Creatio entity (OData subpath) that contains the record to update. This can be selected from a list or specified via an expression.
  • ID (required) — The unique identifier of the record to update within the selected entity.
  • Fields — A collection of fields and their new values to update the record with. Specify as one or more Field Name or ID and corresponding Field Value pairs.
  • Use Self Formatted Body for Update — Boolean flag to indicate if a custom JSON body should be used directly for the update instead of individual fields.
  • Update Body — If enabled, provide a custom JSON-formatted body that defines the update data to send to the Creatio API.
  • Append Request — Boolean flag to append the update request details along with the response in the output.

Output shape

a single record

Returns the updated record data as a JSON object. If Append Request is enabled, the output includes the request parameters along with the API response. Errors for individual items are returned within the JSON object when Continue On Fail is enabled.

Examples

Example 1: Update fields individually

Set Authentication to OAuth2, Subpath to a Creatio entity such as 'Contact', specify the record ID, then add one or more Fields with their values.

Example 2: Update with custom JSON body

Set 'Use Self Formatted Body for Update' to true, then provide a custom JSON structure in 'Update Body' to define the update payload.

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