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Actions62

Overview

This node integrates with the Cloodo CRM system to create new tasks within projects or general task management workflows. It allows users to specify detailed task information such as heading, priority, start and due dates, assigned users, and additional optional fields like project association, milestone, status, description, category, labels, and estimated time.

Common scenarios where this node is beneficial include:

  • Automating task creation from external triggers (e.g., form submissions, issue tracking systems).
  • Synchronizing tasks between Cloodo CRM and other platforms.
  • Managing project workflows by programmatically adding tasks with precise metadata.

For example, a project manager could use this node to automatically create tasks for team members when a new project phase starts, setting deadlines and priorities accordingly.

Properties

Name Meaning
Format Date The date format used for displaying dates. Currently supports "Y-M-D" (e.g., 2022-11-11).
Heading The title or main heading of the task.
Priority The urgency level of the task. Options: High, Medium, Low, Urgent.
Start Date The starting date and time for the task.
Due Date The deadline date and time for the task.
Users ID JSON string representing an array of user IDs assigned to the task.
Additional Fields A collection of optional fields to provide more details about the task:
- Project ID Numeric ID linking the task to a specific project.
- Milestone ID Numeric ID linking the task to a specific milestone within a project.
- Status Current status of the task. Options: Completed, Incomplete, Pending.
- Description Textual description providing more context about the task.
- Task Category ID String ID categorizing the task.
- Task Label ID JSON string representing an array of label IDs associated with the task.
- Estimate Hours Estimated number of hours required to complete the task.
- Estimate Minutes Estimated number of minutes required to complete the task.

Output

The node outputs JSON data representing the created task as returned by the Cloodo CRM API. This typically includes all task details such as IDs, timestamps, assigned users, status, and any additional metadata set during creation.

If the node supports binary data output (not indicated in the provided code), it would represent attachments or files related to the task, but no such indication is present here.

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 Cloodo CRM to create tasks and assign users/projects.

Troubleshooting

  • Invalid User IDs: If the "Users ID" field contains improperly formatted JSON or invalid user identifiers, the API may reject the request. Ensure the input is a valid JSON array of existing user IDs.
  • Date Format Issues: Incorrectly formatted dates might cause errors. Use the supported date format ("Y-M-D") or ensure the datetime inputs are valid ISO strings.
  • Missing Required Fields: The node requires at least the heading, start date, due date, and users to be specified. Omitting these will likely result in validation errors.
  • API Authentication Errors: If the API key or token is missing or invalid, the node will fail to authenticate. Verify credential setup in n8n.
  • Permission Denied: Lack of sufficient permissions in Cloodo CRM to create tasks or assign them to projects/users can cause failures.
  • JSON Parsing Errors: For fields expecting JSON strings (like Users ID or Task Label ID), malformed JSON will cause errors. Validate JSON syntax before input.

Links and References

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