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Outseta

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

Actions16

Overview

This node integrates with the Outseta CRM API to manage accounts, people, and deals. Specifically, for the Account resource and the Send Confirmation operation, it sends a confirmation email to members of a specified account. This is useful in scenarios where you want to trigger an email confirmation workflow for an account's users, such as verifying their email addresses or prompting them to confirm their membership.

Practical examples:

  • After creating or updating an account, automatically send a confirmation email to its members.
  • Trigger re-sending of confirmation emails to accounts that have not yet confirmed their membership.

Properties

Name Meaning
Account UID The unique identifier of the account for which the confirmation email will be sent.

Output

The node outputs the JSON response from the Outseta API after sending the confirmation email. This typically includes details about the success or failure of the request and any relevant metadata returned 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 base URL for API requests is dynamically constructed using the domain provided in the credentials.
  • The node performs a PUT HTTP request to the endpoint /crm/accounts/{accountUid}/send-confirmation-email.

Troubleshooting

  • Common issues:

    • Invalid or missing Account UID: Ensure the Account UID is correctly provided and corresponds to an existing account.
    • Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
    • Network or connectivity problems: Check network access to the Outseta API domain.

  • Common error messages:

    • 404 Not Found: The specified Account UID does not exist.
    • 401 Unauthorized or 403 Forbidden: Authentication failed or insufficient permissions.
    • 400 Bad Request: The request payload or parameters are invalid.

To resolve these errors, verify input parameters, check API credentials, and ensure the account exists in the Outseta system.

Links and References

Discussion