raynet_update_record
Updates a field on an existing lead or business case record in Raynet CRM, supporting only verified fields like topic, description, and business case phase.
Instructions
Updates a field on an existing lead or businessCase record. Only fields VERIFIED to work against the live Raynet API are supported — see each field's description. Setting businessCasePhase is a manual OVERRIDE of the automated follow-up system, which also moves BCs through phases on its own rules (e.g. deposit paid -> advance phase). After a successful phase change, warn the user that follow-up automation may later re-adjust the phase based on its own rules. Marking a BusinessCase as 'lost' (status + losing reason) is NOT supported by this tool: Raynet's API does not expose those fields for editing at all (confirmed against Raynet's own API spec, not just live testing) — this must be done by hand in the Raynet UI.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| topic | No | lead only. Sets/replaces the lead's topic. | |
| entity | Yes | Type of record to update | |
| record_id | Yes | ID of the record to update | |
| description | No | businessCase only. Sets/replaces the BC's note (Raynet field 'description' — there is no separate 'notice' field on businessCase). OVERWRITES the existing value, it does not append — to add to an existing note, first read the record to get the current description, concatenate the new text yourself, and pass the full combined text here. | |
| business_case_phase | No | businessCase only. Phase name — must match exactly a value that exists in the client's Raynet (use raynet_get_bc_phases or raynet_get_enumerations to discover available values). This is a manual override of the automated follow-up system; tell the user it may be re-adjusted later. |