Actions83
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- Opportunity Status Actions
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- Sequence (Automation & Bulk Actions) Actions
- Bulk Action (Automation & Bulk Actions) Actions
- Export (Automation & Bulk Actions) Actions
- Field Enrichment (Automation & Bulk Actions) Actions
Export (Automation & Bulk Actions) → Find
AI-generatedOverview
This node interacts with the Close CRM API to perform operations related to exports in the Automation & Bulk Actions resource. Specifically, the 'Find' operation retrieves export records from Close CRM. It supports fetching either all export records or a limited number based on user input. This is useful for automating the retrieval of export data for reporting, analysis, or further processing within workflows.
Use Case Examples
- Retrieve all export records to analyze export history.
- Fetch a limited number of export records for quick review or integration with other systems.
Properties
| Name | Meaning |
|---|---|
| Return All | Determines whether to return all export results or limit the number of results returned. |
| Limit | Specifies the maximum number of export records to return when 'Return All' is set to false. |
Output
JSON
id- Unique identifier of the export record.format- Format of the export (e.g., CSV, JSON).type- Type of export (e.g., lead export, opportunity export).date_created- Timestamp when the export was created.status- Current status of the export process.results_limit- Limit on the number of results included in the export.fields- Fields included in the export.include_activities- Flag indicating if activities are included in the export.include_smart_fields- Flag indicating if smart fields are included in the export.include_addresses- Flag indicating if addresses are included in the export.include_custom_objects- Flag indicating if custom objects are included in the export.
Dependencies
- Requires an API key credential for Close CRM to authenticate API requests.
Troubleshooting
- Ensure the API key credential is correctly configured and has the necessary permissions to access export data.
- If the 'Export ID' parameter is used in a 'Get' operation, ensure it is provided and valid.
- When using 'Return All', be aware of potential performance impacts if the export data set is very large.
- Invalid JSON in search queries or parameters will cause errors; ensure JSON inputs are correctly formatted.
Links
- Close CRM API Documentation - Export - Official API documentation for export-related endpoints in Close CRM.