Actions46
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Note Relation → Update
AI-generatedOverview
This node operation updates an existing Note Relation (noteTarget) in the Dalil AI system. It allows users to modify fields such as linked note, person, company, opportunity, and custom properties specific to the note relation. The operation supports specifying the depth of nested related objects to include in the response, enabling retrieval of detailed relational data.
Use Case Examples
- Updating a note relation to link it to a different company or person.
- Modifying custom properties of a note relation to reflect new metadata.
- Adjusting the depth parameter to retrieve related objects along with the note relation.
Properties
| Name | Meaning |
|---|---|
| Note Relation ID | UUID string of the note relation to update, identifying which note relation to modify. |
| Update Fields | Collection of fields to update on the note relation, including linked company, person, opportunity, note, and custom properties. |
| Depth Name or ID | Level of nested related objects to include in the response: 0 (note relation only), 1 (note relation plus direct relations), 2 (note relation plus relations and their relations). |
Output
JSON
json- The updated note relation object returned from the Dalil AI API, including any requested nested related objects based on the depth parameter.
Dependencies
- Dalil AI API with appropriate API key credentials
Troubleshooting
- Ensure the Note Relation ID is a valid UUID string and corresponds to an existing note relation.
- Verify that custom property metadata is valid and correctly formatted to avoid processing errors.
- Check API authentication credentials and network connectivity if API requests fail.
- If the depth parameter is set too high, the response may be large and slow; adjust accordingly.