Actions20
Overview
This node integrates with the MOCO API to update company information. It allows users to modify details of an existing company such as its name, type (customer, supplier, or organization), currency, identifier, and various additional fields like address, contact details, tax information, and custom properties. This node is useful in scenarios where company data needs to be kept current in MOCO, such as updating customer or supplier records automatically from other systems or workflows.
Use Case Examples
- Updating a customer's company record with a new address and contact email.
- Changing the type of a company from supplier to customer and updating related tax and financial details.
- Adding custom properties or tags to a company for better categorization and reporting.
Properties
| Name | Meaning |
|---|---|
| Company Name or ID | The unique identifier or name of the company to update, selected from a list or specified by ID. |
| Name | The new name of the company. |
| Type | The type of the company, which can be customer, supplier, or organization. |
| Currency | The currency used by the company, required if the company type is customer. |
| Identifier | An identifier for the customer, mandatory if not automatically assigned, applicable only for customers. |
| Additional Fields | A collection of optional fields to provide more details about the company, such as address, contact info, tax numbers, custom properties, tags, and other relevant data. |
Output
JSON
id- The unique identifier of the updated company.name- The updated name of the company.type- The type of the company after update.currency- The currency of the company.identifier- The identifier of the company.address- The address of the company.email- The email address of the company.phone- The phone number of the company.fax- The fax number of the company.website- The website URL of the company.tags- Tags associated with the company.custom_properties- Custom properties set on the company.
Dependencies
- MOCO API
- API authentication token
Troubleshooting
- Ensure the company ID provided exists in MOCO; otherwise, the update will fail with a not found error.
- Validate that required fields like 'Name', 'Type', and for customers 'Currency' and 'Identifier' are provided to avoid validation errors from the API.
- Check that custom properties are formatted correctly as key-value pairs to prevent request errors.
- If the API returns authentication errors, verify that the API key credential is correctly configured and has sufficient permissions.
Links
- MOCO API - Companies - Official MOCO API documentation for managing companies, including update operations.