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Cloodo CRM

Get data from Cloodo API

Actions62

Overview

This node integrates with the Cloodo CRM API to create a new client record. It is useful in scenarios where you want to automate client management by adding new clients directly from your workflows, such as when capturing leads from a form or syncing client data from other systems.

Practical examples include:

  • Automatically creating a client profile after a lead is qualified.
  • Syncing user registrations from a website into the CRM as clients.
  • Adding clients with detailed information including contact details and social media profiles.

Properties

Name Meaning
Name The full name of the client to be created.
Password The password for the client account (input is masked).
Email The email address of the client.
Additional Fields A collection of optional fields to provide more client details:
- Added By Identifier or name of the person who added the client.
- Company Name The company name associated with the client.
- Mobile Client's mobile phone number.
- Company Logo URL or identifier for the client's company logo.
- Address Physical address of the client.
- Postal Code Postal code for the client's address.
- State State or region of the client.
- Office Phone Client's office phone number.
- Website Client's company or personal website URL.
- Login Login username for the client.
- Skype Client's Skype ID.
- Facebook Client's Facebook profile link or ID.
- Twitter Client's Twitter handle or profile link.
- Linkedin Client's LinkedIn profile link.
- Client Category Numeric ID representing the client's category.
- Client Sub Category Numeric ID representing the client's sub-category.
- Image URL or identifier for an image related to the client.
- Email Notifications Boolean flag indicating if the client should receive email notifications.
- Gender Client's gender; options are Male, Female, Others.
- Note Additional descriptive notes about the client.

Output

The node outputs JSON data representing the newly created client object as returned by the Cloodo CRM API. This typically includes the client's unique ID, provided details, timestamps, and any server-generated metadata.

If the node supports binary data output (not indicated here), it would represent files or images related to the client, but this operation focuses on JSON data only.

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 permissions on the API side to create client records.

Troubleshooting

  • Authentication errors: Ensure the API key or token credential is correctly set up and has permission to create clients.
  • Validation errors: Missing required fields like "Name" or "Email" may cause the API to reject the request. Verify all mandatory inputs are provided.
  • Incorrect field names: Some additional fields have specific expected keys; ensure these match the API documentation.
  • Network issues: Confirm that the n8n instance can reach the Cloodo API endpoint without firewall or proxy blocking.
  • Unexpected API responses: Check the API version compatibility and update the node or credentials if the API changes.

Links and References

Discussion