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Sequence (Automation & Bulk Actions) → Create
AI-generatedOverview
This node operation creates a new sequence in the Close CRM system. A sequence is an automation or bulk action workflow that can be scheduled and consists of multiple steps such as sending emails or making calls. This operation is useful for automating outreach or follow-up processes in sales or marketing workflows. For example, a user can create a sequence named "Welcome Series" with a schedule defining when the sequence runs and steps that include sending a welcome email immediately and a follow-up call after a delay.
Use Case Examples
- Create a sequence named 'Onboarding' with a schedule that runs Monday to Friday from 9 AM to 5 PM in the 'America/Los_Angeles' timezone, including steps to send an email and then make a call.
- Automate bulk actions by creating a sequence that sends a series of emails to new leads based on a defined schedule.
Properties
| Name | Meaning |
|---|---|
| Name | The name of the sequence to be created. |
| Timezone | The IANA timezone for the sequence schedule, e.g., 'America/Los_Angeles'. |
| Schedule (JSON) | A JSON object defining the schedule when the sequence may execute, with weekday ranges and start/end times. |
| Steps (JSON) | A JSON array of step objects defining the actions in the sequence, such as sending emails or making calls, with delay and other parameters. |
Output
JSON
id- The unique identifier of the created sequence.name- The name of the created sequence.timezone- The timezone set for the sequence schedule.schedule- The schedule object defining when the sequence executes.steps- The array of steps included in the sequence.
Dependencies
- Requires an API key credential for Close CRM to authenticate and make API requests.
Troubleshooting
- Ensure the 'Name' property is provided; otherwise, the node throws an error indicating the name is required.
- Validate that the 'Schedule' and 'Steps' JSON inputs are correctly formatted; invalid JSON will cause an error with a message specifying the invalid field.
- Check that the API credentials are correctly configured and have permissions to create sequences in Close CRM.