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Consume Close CRM API

Sequence (Automation & Bulk Actions) → Find

AI-generated

Overview

This node operation fetches sequences from the Close CRM system. It supports retrieving either all sequences or a limited number based on user input. This is useful for automation workflows where you need to list or process sequences related to sales or marketing automation within Close CRM.

Use Case Examples

  1. Retrieve all sequences to analyze or process them in bulk.
  2. Fetch a limited number of sequences for display or further filtering in a workflow.

Properties

Name Meaning
Return All Whether to return all sequence results or only up to a given limit.
Limit Maximum number of sequence results to return when 'Return All' is false.

Output

JSON

  • id - Unique identifier of the sequence.
  • name - Name of the sequence.
  • status - Current status of the sequence.
  • timezone - Timezone associated with the sequence.
  • schedule - Schedule configuration of the sequence.
  • steps - Steps included in the sequence.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure the Close CRM API key credential is correctly configured and has permissions to access sequences.
  • If no sequences are returned, verify that sequences exist in the Close CRM account and that filters (if any) are correctly set.
  • Errors related to missing Sequence ID occur if the ID parameter is not provided when required.

Discussion