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Outseta

Interact with Outseta CRM API to manage people, accounts, and deals

Overview

This node integrates with the Outseta CRM API to manage people records. Specifically, the Person - Create operation allows users to add a new person to their CRM database by providing essential contact details such as email, first name, and last name, along with optional additional information like phone numbers and timezone.

Common scenarios where this node is beneficial include:

  • Automatically adding new leads or contacts collected from web forms into the CRM.
  • Syncing user registration data from other platforms into Outseta.
  • Enriching CRM data by programmatically creating person entries during workflows.

For example, after a user signs up on a website, this node can create a corresponding person record in Outseta with their email and name, enabling further marketing or sales automation.

Properties

Name Meaning
Email Email address of the person (required).
First Name First name of the person.
Last Name Last name of the person.
Additional Fields Optional extra fields including:
• Mobile Phone
• Work Phone
• Timezone

Output

The node outputs JSON data representing the created person object as returned by the Outseta CRM API. This typically includes the unique identifier of the person, their email, names, and any other fields accepted or generated by the API.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Outseta CRM API.
  • The node uses the base URL constructed from the user's configured domain credential.
  • Proper permissions on the Outseta account to create person records are necessary.

Troubleshooting

  • Missing required Email field: The node requires an email address to create a person. Ensure this property is provided and correctly formatted.
  • Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
  • API endpoint errors: If the domain or base URL is misconfigured, requests will fail. Confirm the domain credential is correct.
  • Validation errors from API: Additional fields must conform to expected formats; invalid phone numbers or timezone strings may cause errors.

Links and References

Discussion