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Consume Close CRM API

Actions83

Custom Activity → Find

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Overview

This node operation allows users to find custom activities in the Close CRM system. It supports filtering custom activities by lead ID, custom activity type ID, specific custom activity ID, and creation date. Users can choose to return all matching results or limit the number of results returned. This operation is useful for retrieving detailed information about custom activities associated with leads, enabling better tracking and management of custom interactions within the CRM.

Use Case Examples

  1. Find all custom activities for a specific lead by providing the lead ID.
  2. Retrieve a specific custom activity by its unique ID.
  3. Filter custom activities by type and creation date to analyze recent activities of a certain category.

Properties

Name Meaning
Lead ID Filter activities by lead ID to find custom activities related to a specific lead.
Custom Activity Type Name or ID Filter by custom activity type, either by selecting from a list or specifying an ID via expression.
Search by Custom Activity ID Search for a specific custom activity by its unique ID.
Date Created (Optional) Filter activities created after the specified date to narrow down results to recent activities.
Return All Boolean flag to determine whether to return all matching results or limit the number of results.
Limit Maximum number of results to return when 'Return All' is false.

Output

JSON

  • id - Unique identifier of the custom activity.
  • lead_id - ID of the lead associated with the custom activity.
  • custom_activity_type_id - ID of the custom activity type.
  • status - Status of the custom activity.
  • date_created - Creation date of the custom activity.
  • other_properties - Additional properties of the custom activity returned by the API.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure that the Lead ID or Custom Activity ID provided is valid and exists in the Close CRM system to avoid 'not found' errors.
  • If filtering by Custom Activity Type ID, verify that the ID corresponds to an existing custom activity type.
  • When using the 'Return All' option, be aware of potential performance impacts if the dataset is large.
  • Common error messages include missing required parameters such as Lead ID or Custom Activity Type ID for create operations, or invalid JSON in filter expressions. Verify input parameters accordingly.

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