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Hello Zapier Community,

Zapier has build in features to update a contact or opportunity, but not at the organizational level. So I made custom actions for this with the Zapier custom action tool. I'm encountering an issue while trying to update organization custom fields in Capsule CRM using Zapier. Here are the details:

  • Goal: I want to update various custom fields for an organization in Capsule CRM using data passed through a Zap.
  • Problem: When attempting to send an update request via a custom action in Zapier, I receive an error: "Method not allowed." This suggests a potential issue with the HTTP method or the API endpoint configuration.
  • Current Setup:
    • Method: PUT (expected, based on my understanding)
    • Endpoint: /api/v2/parties/{organizationId} (with the organization ID correctly included)
    • Headers: Content-Type (application/json) and Authorization (Bearer token)
    • Payload: Includes fields like organisationId, Branche, UTM_Source, etc.

Could anyone guide me on whether there are known issues with this setup or provide insight into how I might resolve the "Method not allowed" error? Any examples or tips on the correct configuration for updating custom fields in Capsule CRM via Zapier would be greatly appreciated!

Thank you for your help!

Below is the problem that i'm now facing, is this because of the API Permission? It looks like I can get the data from the API, but not update the custom fields with it. 

First i got this error (see below), but thats fixed now i guess by using a webhook and finding the right API endpoint. 

 

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