Update Note
AutomatR.Zoho.Activities.UpdateNote
The "Update Note" activity in AutomatR is part of the Zoho Notes activities package, facilitating the automation of tasks related to updating specific note information within Zoho CRM. This activity enhances workflow efficiency by allowing dynamic updates to note details.
Properties
| Name | Description |
|---|---|
| Input | |
| Note ID | Specifies the ID of the note to be updated. String variables containing the note ID. This is a required field. |
| Note Title | Specifies the new title for the note. String variables containing the updated note title. This is an optional field. |
| Note Content | Specifies the new content for the note. String variables containing the updated note content. This is an optional field. |
| 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 | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Update Note" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: 5 seconds. |
| Output | |
| Result | Outputs the ID of the updated note in the form of a string. Variables of string type to store the updated note ID. |
How to use:
- Drag and drop the "Update Note" activity onto the workflow.
- Configure the properties by specifying the note ID and, optionally, the new title and content.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to update the specified note in Zoho CRM.
Example: Consider an example where the "Update Note" activity is used to modify the title and content of a note with the ID "12345":
Update Note:
Delay: 2 seconds
Note ID: "12345"
Note Title: "Updated Title"
Note Content: "Updated content of the note."
Result: updatedNoteID
In this example, the activity updates the note with the ID "12345" by changing its title to "Updated Title" and the content to "Updated content of the note." The ID of the updated note is stored in the variable "updatedNoteID" for further handling in the workflow.