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Overview

This node integrates with the Cloodo CRM system to create new proposals. It allows users to input detailed information about a sales proposal, including financial details, associated lead, currency, status, and validity period. This node is beneficial for automating proposal creation workflows within sales or project management processes, ensuring consistent data entry and enabling seamless integration between Cloodo CRM and other systems.

Practical examples:

  • Automatically generating a proposal when a new lead reaches a certain stage in your sales pipeline.
  • Creating proposals with predefined discounts and tax calculations based on business rules.
  • Associating proposals with specific projects, agents, or tickets for better tracking.

Properties

Name Meaning
Lead The identifier of the lead associated with the proposal.
Format Date The date format used for the "Valid Till" field; currently supports "Y-M-D" (e.g., 2022-11-11).
Valid Till The expiration date/time of the proposal's validity.
Sub Total The subtotal amount before discounts and taxes.
Total The total amount after applying discounts and taxes.
Discount The discount amount applied to the proposal.
Currency The currency of the proposal amount. Options include: $ Dollars, £ Pounds, € Euros, ₹ Rupee.
Status The current status of the proposal. Options include: Accepted, Analysing, Declined, Draft, Waiting.
Calculate Tax Defines when tax is calculated relative to discount. Options: After Discount, Before Discount.
Additional Fields A collection of optional fields to add more context:
- Project ID: Identifier(s) of related project(s).
- Agent ID: Identifier of the agent responsible.
- Ticket ID: Identifier of an associated ticket.
- Description: Text description of the proposal.

Output

The node outputs JSON data representing the created proposal object as returned by the Cloodo API. This typically includes all submitted fields along with any additional metadata assigned by the system, such as unique proposal ID, timestamps, and status confirmations.

If the node supports binary data output, it would represent attachments or documents related to the proposal, but this is not indicated in the provided source or properties.

Dependencies

  • Requires access 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.
  • Proper configuration of the base URL and headers for JSON content type is necessary.

Troubleshooting

  • Invalid or missing API credentials: Ensure that the API key or token is correctly set up in n8n credentials; otherwise, authentication errors will occur.
  • Incorrect resource or operation selection: Selecting unsupported combinations may cause the node to fail or return errors.
  • Date formatting issues: Providing invalid dates or unsupported formats for the "Valid Till" property can result in API rejections.
  • Currency or status IDs mismatch: Using IDs not recognized by the Cloodo system will cause errors; use only the provided options or valid IDs from the system.
  • Network connectivity problems: Verify network access to the Cloodo API endpoint and firewall settings.

Common error messages might include authentication failures, validation errors for required fields, or HTTP errors indicating resource not found or bad request. Resolving these involves checking credentials, input data correctness, and API availability.

Links and References

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