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Consume Close CRM API

Actions83

Email → Create

AI-generated

Overview

This node operation creates an email activity associated with a specified lead in the Close CRM system. It allows users to specify essential email details such as the recipient's email address, subject, and status (e.g., draft, inbox, outbox, scheduled, sent). Additional optional fields include the email body in HTML or plain text, CC and BCC recipients, scheduling details, sender information, and email templates. This operation is useful for automating email creation and logging within a CRM workflow, such as sending immediate emails, scheduling future emails, or logging received or sent emails for record-keeping.

Use Case Examples

  1. Create a draft email for a lead with a specified subject and recipient.
  2. Send an email immediately to a lead with HTML content and CC recipients.
  3. Schedule an email to be sent later with a follow-up date and a specific sender.

Properties

Name Meaning
Lead ID The ID of the lead to create the email for, required to associate the email with the correct lead.
To Email address of the recipient, required to specify who will receive the email.
Subject Subject of the email, required to define the email's topic or purpose.
Status Status of the email, indicating whether it is a draft, inbox log, outbox (sent immediately), scheduled, or sent log.
Additional Fields Optional additional fields to customize the email, such as body content, CC/BCC, scheduling, sender, and template ID.

Output

JSON

  • id - The unique identifier of the created email activity.
  • lead_id - The ID of the lead associated with the email.
  • to - Array of recipient email addresses.
  • subject - Subject of the email.
  • status - Status of the email (draft, inbox, outbox, scheduled, sent).
  • body_html - HTML content of the email body, if provided.
  • body_text - Plain text content of the email body, if provided.
  • cc - CC email addresses, if provided.
  • bcc - BCC email addresses, if provided.
  • date_scheduled - Scheduled date and time for sending the email, if applicable.
  • date_created - Date and time when the email activity was created or overridden.
  • user_id - ID of the user attributed to the email.
  • followup_date - Date to create a follow-up task if no response is received.
  • send_in - Delay in seconds before sending the email (for undo functionality).
  • sender - Sender name and email address.
  • template_id - ID of the email template used for rendering the email.

Dependencies

  • Close CRM API
  • An API key credential for Close CRM authentication

Troubleshooting

  • Ensure the Lead ID, To (recipient email), and Subject fields are provided; missing these will cause errors.
  • If scheduling an email, the Date Scheduled field must be set when status is 'scheduled'.
  • Check that email addresses in To, CC, and BCC fields are valid and properly formatted (comma-separated for CC and BCC).
  • API errors may occur if the Close CRM API credentials are invalid or expired; verify and update credentials as needed.

Links

Discussion