Actions16
Overview
This node integrates with the Outseta CRM API to create new accounts within your CRM system. It allows users to add an account by specifying its name and optionally setting additional fields such as the account stage. This operation is useful for automating customer relationship management workflows, such as onboarding new clients or organizing accounts based on their lifecycle stage.
Practical examples include:
- Automatically creating a new account when a user signs up on your platform.
- Adding accounts imported from other systems into Outseta CRM.
- Setting the account stage to track the sales or support status of each account.
Properties
| Name | Meaning |
|---|---|
| Account Name | The name of the account to be created in the CRM. |
| Additional Fields | Optional extra fields for the account. Currently supports: - Account Stage: one of Demo, Trialing, Subscribing, Cancelling, Expired, Trial Expired, Past Due |
Output
The node outputs the JSON response returned by the Outseta CRM API after creating the account. This typically includes details of the newly created account such as its unique identifier (UID), name, stage, creation timestamps, and any other metadata provided by the API.
No binary data output is involved in this operation.
Dependencies
- Requires an API key credential for authenticating with the Outseta CRM API.
- The node expects the domain URL of the Outseta instance to be configured in the credentials.
- Network access to the Outseta API endpoint
https://{domain}/api/v1/crm/accountsis necessary.
Troubleshooting
- Missing Required Fields: If "Account Name" is not provided, the API will reject the request. Ensure this field is filled.
- Authentication Errors: Invalid or missing API credentials will cause authentication failures. Verify that the API key and domain are correctly set in the node credentials.
- Invalid Account Stage: Providing an unsupported value for the account stage may result in errors. Use one of the predefined options.
- Network Issues: Connectivity problems to the Outseta API endpoint can cause timeouts or failed requests. Check network settings and firewall rules.
- API Rate Limits: Excessive requests might be throttled by the API. Implement retry logic or reduce request frequency if needed.
Links and References
- Outseta CRM API Documentation (general reference for API endpoints and data models)
- Outseta Official Website