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Consume Close CRM API

Sequence (Automation & Bulk Actions) → Get

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Overview

This node interacts with the Close CRM API to perform operations related to Sequences, which are automation and bulk action workflows. Specifically, the 'Get' operation retrieves detailed information about a specific Sequence by its ID. This is useful for users who want to fetch and review the configuration or status of a particular automation sequence within their CRM system.

Use Case Examples

  1. Retrieve details of a specific Sequence by providing its Sequence ID to monitor or audit automation workflows.
  2. Use the 'Get' operation to fetch a Sequence's schedule, steps, and status for reporting or integration purposes.

Properties

Name Meaning
Sequence ID The unique identifier of the Sequence to retrieve. This is a required string input for the 'Get' operation on the Sequence resource.

Output

JSON

  • id - The unique identifier of the Sequence.
  • name - The name of the Sequence.
  • status - The current status of the Sequence.
  • timezone - The timezone associated with the Sequence.
  • schedule - The schedule configuration of the Sequence, detailing when it runs.
  • steps - The steps involved in the Sequence, defining the automation actions.

Dependencies

  • Requires an API key credential for Close CRM to authenticate and authorize API requests.

Troubleshooting

  • Ensure the Sequence ID is provided and valid; missing or incorrect IDs will cause errors.
  • API request failures may occur due to network issues or invalid credentials; verify API key and network connectivity.
  • Invalid JSON in schedule or steps fields during creation or update operations can cause errors, but this is not applicable for the 'Get' operation.

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