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Proposal → Update
AI-generatedSummary
Updates an existing proposal record in Rise CRM using the provided ID and optional fields.
Inputs
- id (required) — The ID of the proposal record to update.
- additionalFields — A collection of optional fields to update, including client_id, project_id, proposal_date, valid_until, note, status, tax_id, tax_id2, discount_amount, discount_amount_type, and discount_type.
- binaryPropertyName (required) — The name of the binary property containing the file to upload (only visible when 'Send Binary Data' is enabled).
Output shape
A single item containing the updated proposal data from the API response.
The operation returns the updated record from Rise CRM. If the request is successful, the returned item includes the modified proposal details.
Examples
Example 1: Change proposal status to Sent
Set resource to 'Proposal', operation to 'Update', provide the proposal ID, and set 'additionalFields' status to 'sent'.
Example 2: Update proposal client and date
Provide the proposal ID, and in 'additionalFields' set 'client_id' and 'proposal_date' to new values.