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 system to manage lead statuses. Specifically, the "Create Lead Status" operation allows users to add a new lead status entry in the CRM. This is useful for customizing and organizing leads according to their current state in the sales pipeline.
Common scenarios include:
- Adding a new lead status such as "Inprocess" or "Pending" to better reflect your sales workflow.
- Setting priority levels for different lead statuses to help prioritize follow-ups.
- Defining a default lead status that applies automatically to new leads.
- Assigning a color label to visually distinguish lead statuses in the CRM interface.
Practical example: A sales team wants to track leads that are currently being negotiated separately from those that are just contacted. They create a new lead status "Inprocess" with a medium priority and assign it a yellow label color for easy identification.
Properties
| Name | Meaning |
|---|---|
| Type Lead Status | The category of the lead status. Options: Active, Converted, Inprocess, Pending |
| Priority Lead Status | Priority level of the lead status. Options: 0 (lowest) to 3 (highest) |
| Default Lead Status | Whether this lead status should be the default one assigned to new leads. Options: 0 (No), 1 (Yes) |
| Label Color | Color code (hex) used to visually represent the lead status in the CRM UI |
Output
The node outputs JSON data representing the newly created lead status object as returned by the Cloodo CRM API. This typically includes fields such as the ID of the lead status, its type, priority, default flag, and label color.
If the node supports binary data output, it would relate to any file attachments or images associated with the lead status, but based on the provided code and properties, this node primarily deals with JSON data only.
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 content-type headers for communication.
Troubleshooting
- Authentication errors: Ensure the API key or token credential is correctly set up and has sufficient permissions.
- Invalid property values: Selecting unsupported options for lead status type or priority may cause API rejections.
- Network issues: Verify connectivity to the Cloodo CRM endpoint.
- API changes: If the CRM API changes, the node might fail; check for updates or contact support.
- Missing required fields: All required properties must be provided; otherwise, the API will return validation errors.
Links and References
- Cloodo CRM API Documentation (assumed base URL, consult official docs)
- n8n documentation on Creating Custom Nodes
- General info on managing lead statuses in CRM systems (varies by platform)