Kuantia CRM icon

Kuantia CRM

Interact with Kuantia CRM API

Actions65

Used Tags → Used Tags Controller Get Tag Suggestions

AI-generated

Overview

This node operation fetches tag suggestions used in the Kuantia CRM system based on a specified entity type (source type) such as contact or conversation. It allows filtering suggestions by a search term and limits the number of returned suggestions. This is useful for dynamically retrieving relevant tags for categorization or filtering in CRM workflows.

Use Case Examples

  1. Retrieve tag suggestions for contacts to assist in tagging contacts during data entry.
  2. Get tag suggestions for conversations to help categorize communication threads automatically.

Properties

Name Meaning
Source Type Type of entity to get tag suggestions for, e.g., contact or conversation.
Search Search term to filter the tag suggestions.
Limit Maximum number of tag suggestions to return.
Request Options Additional request settings such as batching, SSL certificate handling, proxy configuration, and timeout settings.

Output

JSON

  • tags - Array of suggested tags matching the criteria.

Dependencies

  • Requires Kuantia CRM API credentials for authentication.

Troubleshooting

  • Ensure the API credentials are correctly configured and have necessary permissions to access tag suggestions.
  • If no tags are returned, verify the source type and search term are valid and that tags exist for the specified entity.
  • Timeout errors may occur if the server is slow or unreachable; adjust the timeout setting accordingly.
  • SSL certificate errors can be bypassed by enabling the 'Ignore SSL Issues' option, but this should be used cautiously.

Links

Discussion