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Consume Close CRM API

Actions83

Note → Find

AI-generated

Overview

This node operation finds notes in the Close CRM system based on specified filters. It allows users to retrieve notes filtered by lead ID, user ID, and additional date-created filters. Users can choose to return all matching notes or limit the number of results. This operation is useful for scenarios where you need to fetch specific notes related to leads or users for analysis, reporting, or further processing.

Use Case Examples

  1. Retrieve all notes associated with a specific lead ID to review communication history.
  2. Find notes created by a particular user within a certain date range for performance tracking.

Properties

Name Meaning
Lead ID Filter notes by lead ID to retrieve notes related to a specific lead.
User ID Filter notes by user ID to retrieve notes created by a specific user.
Additional Filters Additional filtering options including date created after and before to narrow down the notes by creation date.
Return All Whether to return all matching notes or limit the results to a specified number.
Limit Maximum number of notes to return when 'Return All' is false.

Output

JSON

  • id - Unique identifier of the note.
  • lead_id - ID of the lead associated with the note.
  • user_id - ID of the user who created the note.
  • note - Content of the note in plain text.
  • note_html - Content of the note in HTML format, if applicable.
  • date_created - Timestamp when the note was created.
  • date_updated - Timestamp when the note was last updated.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure that the Lead ID and User ID filters are correctly formatted as strings.
  • If no notes are returned, verify that the filters match existing notes in the Close CRM system.
  • Check API credentials and permissions if authentication errors occur.
  • If the node throws an error about missing parameters, ensure that required fields like Lead ID or User ID are provided when necessary.

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