Cloodo CRM

Overview

This node integrates with the Cloodo CRM API to retrieve various types of data related to clients, leads, projects, and other CRM entities. Specifically, for the ClientDetail resource and the Get Recurring Invoices operation, it fetches recurring invoice information associated with a particular client detail identified by an ID.

This node is useful in scenarios where you want to automate workflows involving financial or billing data from your CRM system, such as generating reports on recurring invoices, syncing invoice data with accounting software, or triggering notifications based on invoice status.

Practical Example

• Automatically retrieve all recurring invoices for a specific client detail when a workflow is triggered.
• Use the recurring invoice data to update external billing systems or send reminders to clients.
• Aggregate recurring invoice data for financial analysis or forecasting.

Properties

Output

The node outputs JSON data containing the details of the recurring invoices associated with the specified client detail ID. The structure typically includes invoice metadata such as invoice IDs, amounts, dates, statuses, and recurrence patterns.

If the node supports binary data output (not evident from the provided code), it would represent attachments or documents related to invoices, 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 permissions on the API side to access client details and their recurring invoices.

Troubleshooting

• Missing or invalid ID: If the ID property is empty or incorrect, the node will likely fail to retrieve data. Ensure the ID corresponds to an existing client detail.
• Authentication errors: If the API key or token is missing or invalid, the node will return authorization errors. Verify credential configuration.
• API endpoint changes: Since the node relies on a fixed base URL, any changes in the Cloodo API endpoints may cause failures. Check for updates if errors occur.
• Network issues: Connectivity problems can prevent successful API calls. Confirm network access to the Cloodo API server.

Links and References

• Cloodo CRM API Documentation (Assumed base URL; consult official docs for detailed API reference)
• n8n documentation on Creating Custom Nodes