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 API to retrieve multiple Task records. Specifically, the "Get Many" operation under the "Task" resource fetches a paginated list of tasks from the system. This is useful for workflows that need to process or analyze batches of tasks, such as reporting on task statuses, filtering tasks by assigned users or dates, or syncing task data with other systems.
Practical examples include:
- Retrieving all tasks assigned to a specific user within a date range.
- Fetching tasks filtered by status to monitor progress.
- Pulling a limited number of tasks per page for batch processing or display in dashboards.
Properties
Name | Meaning |
---|---|
Page | The page number of results to retrieve (pagination). Defaults to 1. |
Additional Fields | A collection of optional filters and limits to refine the task query: |
- Limit | Number of tasks to return per request. Options: 10, 25, 50. |
- Search | Text string to search tasks by keyword. |
- Status ID | Filter tasks by their status column ID. |
- Assigned To ID | Filter tasks assigned to a specific user ID. |
- From Date | Start date filter to get tasks created or updated after this date. |
- To Date | End date filter to get tasks created or updated before this date. |
Output
The node outputs an array of task objects in the json
field of each item. Each task object contains details about individual tasks retrieved from the Cloodo CRM, including but not limited to task identifiers, titles, statuses, assigned users, and timestamps.
If binary data were supported (not indicated here), it would typically represent attachments or files related to tasks, but this node focuses on JSON task data only.
Dependencies
- Requires an active connection to the Cloodo CRM API.
- Needs an API authentication token configured in n8n credentials to authorize requests.
- The base URL for API requests is
https://erp-amz.cloodo.com/v4/
. - Proper network access to the Cloodo API endpoint must be ensured.
Troubleshooting
- Empty Results: If no tasks are returned, verify that the filters (e.g., status ID, assigned user, date range) are correct and that tasks exist matching those criteria.
- Authentication Errors: Ensure the API key or token credential is valid and has sufficient permissions.
- Pagination Issues: If too few or too many tasks are returned, adjust the "Page" and "Limit" properties accordingly.
- Invalid Date Format: Dates should be provided in a format accepted by the API; otherwise, the request may fail or return no results.
- API Rate Limits: Excessive requests might be throttled by the API; implement delays or reduce request frequency if needed.
Links and References
- Cloodo CRM API Documentation (Assumed based on base URL, please verify actual docs)
- n8n Documentation on HTTP Request Node for understanding API integrations
- General best practices for Pagination in APIs