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 API to retrieve notes associated with a specific project. The "Get Notes By Project ID" operation allows users to fetch paginated lists of notes linked to a given project identifier. This is useful for scenarios where you want to review or process all notes related to a particular project, such as tracking project communications, updates, or comments.
Practical examples include:
- Automatically gathering all notes for a project to generate a summary report.
- Syncing project notes into another system for consolidated project management.
- Triggering workflows based on new notes added to a project.
Properties
Name | Meaning |
---|---|
Page | The page number of results to retrieve (pagination). Defaults to 1. |
Project_id | The unique identifier of the project whose notes you want to retrieve. |
Output
The node outputs JSON data containing the list of notes retrieved from the Cloodo CRM API for the specified project. Each note typically includes details such as note content, creation date, author, and any other metadata provided by the API.
If the API supports pagination, the output will correspond to the requested page of notes.
No binary data output is indicated for this operation.
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/
.
Troubleshooting
- Invalid Project ID: If the project ID is incorrect or does not exist, the API may return an error or empty result. Verify the project ID before running the node.
- Authentication Errors: Missing or invalid API credentials will cause authorization failures. Ensure the API key/token is correctly set up in n8n.
- Pagination Issues: Requesting a page number beyond available pages may return empty results. Adjust the page number accordingly.
- API Rate Limits: Excessive requests might be throttled by the API. Implement retry logic or reduce request frequency if needed.
Links and References
- Cloodo CRM API Documentation (Assumed base URL; consult official docs for detailed endpoints)
- n8n Documentation on Creating Custom Nodes