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Signalist CRM

Starts the workflow on a Signalist event (e.g. a new prospect is added to a list or assigned to a campaign or workflow directly)

Signalist CRM

AI-generated

Overview

This node updates CRM data in the Signalist system for either a person or a company. It is useful for workflows that need to synchronize or update CRM records based on external or internal events, such as updating a person's status or a company's details in the CRM system. For example, it can update a person's current status and custom fields or update a company's URL, custom fields, and account owner information.

Use Case Examples

  1. Updating a person's CRM record with a new status and custom field values.
  2. Updating a company's CRM record with the latest URL, custom fields, and account owner details.

Properties

Name Meaning
Update Type Specifies whether to update a person or a company in the CRM.
Signalist Organization ID The Signalist ID of the organization to update in the CRM. Required when updating a company.
Signalist Person ID The Signalist ID of the person to update in the CRM. Required when updating a person.
CRM Url The URL of the company or person record in the CRM system.
CRM Status The current status of the person in the CRM. Only applicable when updating a person.
CRM Custom Field 1 Value for a custom field 1 in the CRM record.
CRM Custom Field 2 Value for a custom field 2 in the CRM record.
Last Updated At The date and time when the CRM record was last updated.
Account Owner Name The name of the account owner in the CRM.
Account Owner Reference ID The reference ID of the account owner in the CRM.

Output

JSON

  • organizationId - The Signalist ID of the organization updated (for company updates).
  • prospectId - The Signalist ID of the person updated (for person updates).
  • url - The CRM URL of the updated record.
  • currentStatus - The current status of the person in the CRM (only for person updates).
  • customField1 - Value of custom field 1 in the CRM record.
  • customField2 - Value of custom field 2 in the CRM record.
  • lastUpdatedAt - Timestamp of the last update in the CRM record.
  • accountOwner - Name of the account owner in the CRM.
  • accountOwnerId - Reference ID of the account owner in the CRM.
  • success - Boolean indicating if the update was successful.

Dependencies

  • Requires an API key credential for Signalist API authentication.

Troubleshooting

  • Common issues include invalid or missing Signalist IDs for person or company, resulting in failed updates.
  • Errors may occur if the API key credential is invalid or missing, causing authentication failures.
  • If the CRM URL or other fields are incorrectly formatted, the update may not be processed correctly.
  • The node throws errors with context about the item index on failure unless 'Continue On Fail' is enabled, which allows the workflow to continue processing other items.

Discussion