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efficy Enterprise CRM

Calls the efficy Enterprise JSON API API

Actions28

Search → Elastic Search

AI-generated

Summary

Perform an Elasticsearch-powered full-text search on a specified Efficy CRM entity using provided search text and optional filters.

Inputs

  • Entity (required) — Entity code to search in (e.g. Comp, Cont, Proj).
  • Search Value (required) — Text to search for within the specified entity.
  • Options — Optional flags to filter or modify the search results: 'Opened Only' to return only open records, 'Own Records Only' to limit to records owned by the current user, 'Contains (vs. Starts With)' to allow matching anywhere in the field, and 'Return Full Response' to return the complete API response array instead of just the first result.

Output shape

a list of search result records as JSON objects

By default, the node returns the first search context result. Setting 'Return Full Response' to true returns the complete array of API search results. Errors from the Efficy API are handled according to the node's error workflow settings.

Examples

Example 1: Find all opened company records containing 'Acme' anywhere in their fields and return all matching results.

Entity set to 'Comp', Search Value set to 'Acme', with 'Opened Only' true, 'Contains (vs. Starts With)' true, and 'Return Full Response' true.

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