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
The node integrates with the Cloodo CRM API to retrieve data related to various business resources, including estimates. Specifically, for the "Estimate" resource with the "Get" operation, it fetches detailed information about a single estimate identified by its unique ID. This functionality is useful in scenarios where users need to access specific estimate details for review, processing, or further automation within workflows.
Practical examples include:
- Retrieving an estimate's details to generate a report or invoice.
- Accessing estimate data to update client records or trigger follow-up actions.
- Integrating estimate information into other systems such as accounting or project management tools.
Properties
| Name | Meaning |
|---|---|
| Resource | The type of data to interact with; here, "Estimate" refers to estimate records in the CRM. |
| Operation | The action to perform on the selected resource; "Get" retrieves a single record. |
| ID | The unique identifier of the estimate to retrieve. This must be provided to specify which estimate's data to fetch. |
Output
The node outputs JSON data representing the detailed information of the requested estimate. The structure typically includes fields such as estimate ID, client details, amounts, status, dates, and any other metadata associated with the estimate in the Cloodo CRM system.
If the node supports binary data output (not explicitly shown in the provided code), it would represent attachments or files related to the estimate, 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.
Troubleshooting
- Missing or invalid ID: If the ID property is empty or incorrect, the node will fail to retrieve the estimate. Ensure the ID corresponds to an existing estimate.
- Authentication errors: Failure to provide valid API credentials will result in authorization errors. Verify that the API key or token is correctly set up in n8n.
- Network issues: Connectivity problems to the Cloodo API endpoint can cause timeouts or request failures.
- Resource or operation mismatch: Selecting incompatible resource-operation combinations may lead to errors; ensure "Estimate" resource is paired with supported operations like "Get".
Links and References
- Cloodo CRM API Documentation (Assumed base URL; consult official docs for detailed API reference)
- n8n documentation on Creating Custom Nodes