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 create new projects within the system. It allows users to specify essential project details such as the project name, start date, status, and optionally assign members, deadlines, clients, categories, and custom fields. This node is beneficial for automating project creation workflows, syncing project data from other systems, or quickly setting up projects based on dynamic inputs.
Practical examples:
- Automatically creating a new project when a deal is won in a sales pipeline.
- Syncing projects from an external project management tool into Cloodo CRM.
- Creating templated projects with predefined statuses and assigned team members.
Properties
| Name | Meaning |
|---|---|
| Project Name | The name/title of the project to be created. |
| Start Date | The starting date and time of the project. |
| Status | Current status of the project. Options: Canceled, Finished, In Progress, Not Started, On Hold, Under Review. |
| Format Date | The format in which dates should be represented. Currently supports: Y-M-D (e.g., 2022-11-11). |
| Member IDs | JSON array of user/member IDs to assign to the project (e.g., [123,456]). |
| Additional Fields | A collection of optional fields including: |
| - Custom Fields Data | JSON string representing custom field values (e.g., {"custom-field-name_256": ""}). |
| - Deadline | Optional deadline date/time for the project. |
| - Client ID | JSON value representing the client associated with the project. |
| - Category ID | String representing the category ID for the project. |
| - Member ID | Single member/user ID as a string (alternative to Member IDs array). |
Output
The node outputs JSON data representing the newly created project as returned by the Cloodo CRM API. This typically includes all project details such as its unique identifier, name, status, dates, assigned members, and any additional metadata.
If binary data were involved (not indicated here), it would represent file attachments or similar content related to the project.
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 permissions in the Cloodo CRM account to create projects.
Troubleshooting
- Invalid or missing required fields: Ensure that "Project Name" and "Start Date" are provided; these are mandatory.
- Incorrect JSON formatting: For fields like Member IDs, Client ID, and Custom Fields Data, ensure valid JSON syntax to avoid parsing errors.
- Authentication errors: Verify that the API key or token credential is correctly set up and has sufficient permissions.
- Date format issues: Confirm that dates follow the specified format (
y-MM-dd) if manually entered or transformed. - API rate limits or connectivity problems: Check network access and API usage quotas if requests fail repeatedly.
Links and References
- Cloodo CRM API Documentation (Assumed typical location; replace with actual if known)
- n8n Documentation on Creating Custom Nodes
- JSON formatting guide: https://www.json.org/json-en.html