Activities
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Integration Service Activities
Last updated Jul 18, 2024

Update Opportunity

UiPath.Act365.IntegrationService.Activities.UpdateOpportunity

Description

Uses the Opportunities - PUT API to update a basic opportunity record in Act! 365.

Project Compatibility

Windows | Cross-Platform

Configuration

  • Opportunity ID - The ID of the opportunity. The opportunity ID can be retrieved using the List all Opportunities activity and filtering based on title, stage or expected close date.
  • Stage - The stage of the opportunity.Use the Find button top open a search window where you can enter an an opportunity's name and retrieve its corresponding stage.
  • Title - The title of the opportunity.
  • Total - The total amount associated with the opportunity.
  • Currency - The currency associated with the opportunity. Valid values are USD, INR, GBP, EUR, AUD, MXN, BRL, NZD and CAD.
  • Description - The description of the opportunity.
  • Estimated Close - The estimated close date of the opportunity. Enter a DateTimeOffset variable.
  • Actual Close - The actual close date of the opportunity. Enter a DateTimeOffset variable.
  • Notes - Any notes associated with the opportunity.
  • Contacts - Any array of contact objects associated with the opportunity. Enter an OpportunitiesContacts variable.
  • Description
  • Project Compatibility
  • Configuration

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