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Vtiger CRM

Vtiger CRM (Open Source) Node

Overview

This node integrates with the Vtiger CRM (Open Source) system, allowing users to perform various operations such as creating, deleting, retrieving, and updating records, managing sessions, querying data, and more. Specifically, the Delete operation enables users to remove a record from Vtiger CRM by specifying its unique Webservice ID within an active session.

Common scenarios for using the Delete operation include:

  • Removing outdated or incorrect CRM records programmatically.
  • Automating cleanup tasks in Vtiger CRM based on business rules.
  • Integrating with other systems where deletion of CRM entries is triggered by external events.

Example: A user wants to delete a contact record identified by its Webservice ID after it has been marked inactive in another system. This node can be configured to delete that contact automatically in Vtiger CRM.

Properties

Name Meaning
Session Name The active session identifier obtained through a prior login operation; required to authenticate and authorize the request.
Webservice ID The unique identifier of the record in Vtiger CRM that you want to delete.

Output

The output is a JSON object representing the response from the Vtiger CRM API after attempting the delete operation. It typically includes success status and any relevant messages or error details returned by the API.

No binary data output is produced by this node.

Dependencies

  • Requires an active Vtiger CRM API connection configured with appropriate credentials including host URL, username, and access key.
  • The node uses HTTP requests to communicate with the Vtiger CRM webservice endpoint (/webservice.php).
  • The user must have a valid session name obtained via the Login operation before performing the Delete operation.

Troubleshooting

  • Invalid Session Name: If the session name is expired or invalid, the API will reject the request. Ensure you perform a successful login operation to obtain a fresh session name.
  • Incorrect Webservice ID: Providing a non-existent or malformed Webservice ID will cause the delete operation to fail. Verify the ID corresponds to an existing record.
  • API Connection Issues: Network problems or incorrect API host configuration can lead to request failures. Confirm the API host URL and network connectivity.
  • Permission Denied Errors: The authenticated user may lack permissions to delete certain records. Check user roles and privileges in Vtiger CRM.
  • Error Messages: The node throws errors with messages returned by the Vtiger API. Review these messages for specific causes and adjust parameters accordingly.

Links and References

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