Actions62
- Client Actions
- ClientDetail Actions
- Engagement Actions
- Estimate Actions
- Lead Actions
- Lead Agent Actions
- Lead Category Actions
- Lead Source Actions
- Lead Status Actions
- Proposal Actions
- Project Actions
- Task Actions
- Note Actions
Overview
This node integrates with the Cloodo CRM API to retrieve data related to various CRM resources. Specifically, for the "Client" resource and the "Get a Client" operation, it fetches detailed information about a single client identified by a unique ID. This is useful in scenarios where you need to access client details for further processing, reporting, or automation within your workflows.
Practical examples include:
- Retrieving client information before sending personalized communications.
- Fetching client data to update records in another system.
- Using client details to trigger conditional workflow branches based on client attributes.
Properties
| Name | Meaning |
|---|---|
| ID | The unique identifier of the client to retrieve. This string value specifies which client's data will be fetched from the Cloodo CRM. |
Output
The node outputs JSON data representing the client's details as returned by the Cloodo CRM API. This typically includes fields such as client name, contact information, status, and other relevant metadata stored in the CRM.
If the node supports binary data output (not explicitly shown in the provided code), it would represent attachments or files related to the client, but this is not indicated here.
Dependencies
- Requires an active connection to the Cloodo CRM API.
- Needs an API authentication token or key configured in n8n credentials to authorize requests.
- The base URL for API requests is
https://erp-amz.cloodo.com/v4/. - Proper network access to the Cloodo API endpoint must be ensured.
Troubleshooting
Common issues:
- Invalid or missing client ID: Ensure the "ID" property is correctly set to a valid client identifier.
- Authentication errors: Verify that the API key or token credential is correctly configured and has sufficient permissions.
- Network connectivity problems: Confirm that the n8n instance can reach the Cloodo API endpoint.
Error messages:
- Unauthorized or 401 errors indicate invalid or expired credentials; reconfigure the API authentication.
- 404 Not Found errors suggest the specified client ID does not exist; double-check the ID value.
- Timeout or network errors may require checking firewall settings or API availability.
Links and References
- Cloodo CRM API Documentation (Assumed base URL; consult official docs for detailed API reference)