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 detailed information about projects associated with client details. Specifically, for the "ClientDetail" resource and the "Get Project" operation, it fetches project data by a given project ID. This is useful in scenarios where users want to automate workflows involving project management, such as pulling project status, deadlines, or other metadata from Cloodo CRM into n8n for reporting, notifications, or further processing.
Practical examples include:
- Automatically retrieving project details when a new client detail record is processed.
- Integrating project data into dashboards or other systems without manual export/import.
- Triggering follow-up actions based on project attributes fetched from Cloodo CRM.
Properties
Name | Meaning |
---|---|
ID | The unique identifier of the project to retrieve. This string property specifies which project’s details to fetch from the Cloodo CRM system. |
Output
The node outputs JSON data representing the project details retrieved from the Cloodo CRM API. The structure typically includes fields describing the project such as its name, description, status, start and end dates, assigned users, and other relevant metadata as provided by the API.
If the node supports binary data output (not explicitly shown here), it would represent attachments or files related to the project, but this is not indicated in the provided code snippet.
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/
. - The node expects JSON responses and sends requests with appropriate headers (
Accept: application/json
,Content-Type: application/json
).
Troubleshooting
- Common issues:
- Invalid or missing project ID will result in errors or empty responses.
- Authentication failures if the API key or token is incorrect or expired.
- Network connectivity problems preventing access to the Cloodo CRM API endpoint.
- Error messages:
- Unauthorized or 401 errors indicate credential issues; verify API key validity.
- 404 Not Found may mean the specified project ID does not exist.
- Timeout or network errors suggest connectivity issues; check firewall or proxy settings.
- Resolutions:
- Double-check the project ID input for correctness.
- Ensure the API credentials are properly set up and have sufficient permissions.
- Test API connectivity outside n8n to isolate network problems.
Links and References
- Cloodo CRM API Documentation (assumed base URL, consult official docs for full API reference)
- n8n documentation on creating custom nodes for further customization guidance