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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

Record → PATCH

AI-generated

Summary

Update a specific record in a chosen Creatio CRM entity (OData) by specifying its ID and the fields to update or by providing a custom JSON body.

Inputs

  • Authentication — Select the authentication method: OAuth2 or Username & Password.
  • Subpath Name or ID (required) — Select the Creatio entity (table) name to update a record in, either from the list or by specifying an expression.
  • ID (required) — The ID of the record within the chosen entity to update.
  • Fields — The list of fields and their new values to update on the record. Multiple fields can be added.
  • Use Self Formatted Body for Update — Toggle to send a custom JSON body instead of specifying fields separately.
  • Update Body — The full JSON body to send if using a self formatted body for the update.
  • Append Request — Optionally include the request parameters together with the response in the output.

Output shape

a single record's updated data as JSON

If 'Append Request' is enabled, output includes the request parameters alongside the response. Otherwise, outputs only the updated record data. Errors are thrown or included in output if 'Continue on Fail' is enabled.

Examples

Example 1: Update a record's fields

Set authentication, choose entity via 'Subpath Name or ID', specify record 'ID', add fields with new values, leave 'Use Self Formatted Body' false, and execute.

Example 2: Update a record with custom JSON body

Set authentication, choose entity via 'Subpath Name or ID', specify record 'ID', enable 'Use Self Formatted Body for Update', provide the formatted JSON in 'Update Body', and execute.

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