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Overview

The "Create Lead Agent" operation in the Cloodo CRM node allows users to add a new lead agent to their CRM system via the Cloodo API. This is useful for organizations that want to manage and assign leads to specific agents within their sales or customer service teams. By creating lead agents, businesses can better track who is responsible for each lead, improving accountability and follow-up efficiency.

Practical examples include:

  • Adding a new sales representative as a lead agent when they join the team.
  • Enabling or disabling lead agents based on their current status or availability.
  • Automating lead assignment workflows by programmatically creating lead agents.

Properties

Name Meaning
User ID The unique identifier of the user to be assigned as a lead agent.
Status The operational status of the lead agent. Possible values: "Enabled" or "Disabled".

Output

The node outputs JSON data representing the newly created lead agent record as returned by the Cloodo API. This typically includes details such as the agent's ID, associated user ID, status, timestamps, and any other metadata provided by the API.

If the node supports binary data output (not indicated here), it would represent related files or attachments linked to the lead agent, but this is not evident from the provided code.

Dependencies

  • Requires an active connection 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 bundled modules managing lead agents and related resources internally.

Troubleshooting

  • Common Issues:

    • Invalid or missing User ID may cause the API to reject the creation request.
    • Incorrect status values outside "enabled" or "disabled" will likely result in validation errors.
    • Network connectivity problems or incorrect API credentials will prevent successful communication with the Cloodo API.

  • Error Messages:

    • "Unauthorized" or "Authentication failed": Check that the API key credential is correctly set up and has proper permissions.
    • "Invalid input data": Verify that the User ID is valid and the status value is one of the allowed options.
    • "Resource not found": Ensure the referenced user exists in the system before assigning as a lead agent.

Resolving these usually involves verifying input parameters, ensuring correct credential configuration, and confirming network access to the API endpoint.

Links and References

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