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 system to create new estimate records. It allows users to input detailed information about an estimate, such as client and project identifiers, financial details like subtotal, total, discount, and tax calculation preferences, as well as status and validity dates. This node is beneficial in automating the creation of estimates within a sales or project management workflow, enabling seamless synchronization between n8n workflows and the Cloodo CRM platform.
Practical examples include:
- Automatically generating an estimate when a new project is initiated.
- Creating estimates based on client requests received through other channels.
- Updating financial records by creating estimates with calculated taxes and discounts applied.
Properties
| Name | Meaning |
|---|---|
| Client ID | Identifier for the client associated with the estimate. |
| Agent ID | Identifier for the agent responsible for the estimate. |
| Project ID | Identifier for the project related to the estimate. |
| Format Date | Date format for date fields; currently supports "Y-M-D" (e.g., 2022-11-11). |
| Valid Till | Expiration date of the estimate, indicating until when it is valid. |
| Sub Total | The subtotal amount before discounts and taxes. |
| Total | The final total amount after applying discounts and taxes. |
| Currency | Currency identifier used for the estimate amounts. |
| Send Status | Boolean flag indicating whether the estimate should be sent (true) or not (false). |
| Discount | Numeric value representing any discount applied to the subtotal. |
| Status | Current status of the estimate. Options are: Declined, Accepted, Waiting, Draft. |
| Calculate Tax | Determines when tax is calculated relative to discount application. Options: Before or After discount. |
| Estimate Items (JSON) | JSON array containing detailed line items for the estimate, allowing multiple products or services to be specified. |
Output
The node outputs JSON data representing the newly created estimate record as returned by the Cloodo CRM API. This typically includes all the properties submitted plus additional metadata such as unique IDs, timestamps, and possibly status confirmations.
If the node supports binary data output (not indicated here), it would represent attachments or documents related to the estimate, but this is not evident from the provided code.
Dependencies
- Requires access to the Cloodo CRM API endpoint at
https://erp-amz.cloodo.com/v4/. - Needs an API authentication token or key configured in n8n credentials to authorize requests.
- The node depends on the Cloodo CRM service being available and responsive.
Troubleshooting
Common Issues:
- Invalid or missing client, agent, or project IDs may cause the API to reject the request.
- Incorrect date formats can lead to validation errors.
- Providing malformed JSON in the "Estimate Items" field will result in parsing errors.
- Network connectivity issues or incorrect API credentials will prevent successful communication.
Error Messages:
- Authentication failures usually indicate invalid or expired API keys; verify and update credentials.
- Validation errors from the API often specify which fields are incorrect or missing; review input values accordingly.
- JSON parsing errors suggest that the "Estimate Items" JSON is not properly formatted; validate JSON syntax before submission.
Links and References
- Cloodo CRM API Documentation (assumed base URL, check official docs for full API reference)
- JSON formatting tools for validating the "Estimate Items" input, e.g., https://jsonlint.com/