Update a SuperOffice CRM Sale action

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Steps

1. On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.

2. Click on the Action step to set up app, event, and account:

   • In the Action event section, select Update Sale

   

3. Click Continue.

4. Fill out the mandatory fields Sale ID, Sale title, Sale type, Stage, Date and optionally other fields.

   

5. Click Test step to check that the action works.

   If the above steps were configured correctly, the response should consist of Sale id, Title, Responsible id, Responsible, Description, Number, Web site, Type id, Type, Status id, Status, Completed, End date, Next milestone, Note, Created by, Created date, Updated by, Updated date, Project members, Self URL

   

Related content

• Find Sale Action
• Create Sale Action
• New Sale Trigger
• Sale Changed Trigger
• Create a SuperOffice CRM action - detailed steps