Update Account
AutomatR.Zoho.Activities.UpdateAccount
The "Update Account" activity in AutomatR is part of the Zoho CRM activities package, facilitating the automation of updating existing accounts within Zoho CRM. This activity allows you to modify various attributes of an account, enhancing the flexibility of your automation workflows.
Properties
| Name | Description |
|---|---|
| Input | |
| Account ID | Specifies the unique identifier of the account to be updated. String variables containing the account ID. |
| Account Name | Specifies the new name for the account. String variables containing the updated account name. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Account Site | Specifies the updated account site information. String variables containing the updated account site details. |
| Parent Account | Specifies the ID of the parent account, if applicable. String variables containing the updated parent account ID. |
| Account Number | Specifies the updated account number. Integer variables containing the updated account number. |
| Annual Revenue | Specifies the updated annual revenue for the account. Integer variables containing the updated annual revenue. |
| Description | Specifies the updated description for the account. String variables containing the updated account description. |
| Phone | Specifies the updated phone number for the account. String variables containing the updated phone number. |
| Fax | Specifies the updated fax number for the account. String variables containing the updated fax number. |
| Website | Specifies the updated website URL for the account. String variables containing the updated website URL. |
| Ticker Symbol | Specifies the updated ticker symbol for the account. String variables containing the updated ticker symbol. |
| Employees | Specifies the updated number of employees for the account. String variables containing the updated number of employees. |
| SIC Code | Specifies the updated Standard Industrial Classification (SIC) code for the account. String variables containing the updated SIC code. |
| Billing Street | Specifies the updated billing street address for the account. String variables containing the updated billing street address. |
| Billing City | Specifies the updated billing city for the account. String variables containing the updated billing city. |
| Billing State | Specifies the updated billing state for the account. String variables containing the updated billing state. |
| Billing Code | Specifies the updated billing code for the account. String variables containing the updated billing code. |
| Billing Country | Specifies the updated billing country for the account. String variables containing the updated billing country. |
| Shipping Street | Specifies the updated shipping street address for the account. String variables containing the updated shipping street address. |
| Shipping City | Specifies the updated shipping city for the account. String variables containing the updated shipping city. |
| Shipping State | Specifies the updated shipping state for the account. String variables containing the updated shipping state. |
| Shipping Code | Specifies the updated shipping code for the account. String variables containing the updated shipping code. |
| Shipping Country | Specifies the updated shipping country for the account. String variables containing the updated shipping country. |
| Account Type | Specifies the updated account type. Choose from available options. |
| Industry | Specifies the updated industry for the account. Choose from available options. |
| Rating | Specifies the updated rating for the account. Choose from available options. |
| Ownership | Specifies the updated ownership type for the account. Choose from available options. |
| Delay | Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity. |
| Output | |
| Result | Outputs the updated account ID if the update operation is successful. String variables containing the updated account ID. |
How to use:
- Drag and drop the "Update Account" activity onto the workflow.
- Configure the properties by providing the necessary input, optional, and output details.
- Optionally, set a delay to wait before executing the "Update Account" activity.
- Execute the workflow to update the specified account in Zoho CRM.
Example: Consider an example where the "Update Account" activity is used to modify the details of an existing account:
Update Account:
Account ID: "12345"
Account Name: "Updated Company XYZ"
Annual Revenue: 500000
Phone: "+123456789"
Result: updatedAccountID
In this example, the activity updates the account with the ID "12345," changing the account name to "Updated Company XYZ," annual revenue to 500,000, and phone number to "+123456789." The updated account ID is stored in the variable "updatedAccountID" for further use in the workflow.