efficy Enterprise CRMInstall

Summary

Runs an index-based fast search (API search with method SEARCHFAST) on an efficy CRM entity grid for a text value, returning the first context result by default, or the full API response if requested.

Inputs

• Entity (required) — Entity code to search in, e.g. Comp, Cont, Proj.
• Search Value (required) — Text to search for.
• Options > Opened Only — Sent as 'opened' when set; restricts results to opened records.
• Options > Own Records Only — Sent as 'own' when set; restricts results to records owned by the current user.
• Options > Contains (vs. Starts With) — Sent as 'contains' when set. If true, matches anywhere in the field. If false, matches only at the start. The UI default is true, but the value is only sent once the option is added.
• Options > Return Full Response — If true, returns the whole API response array (wrapped as {response: [...]}) instead of just the first context result.

Output shape

One output item per input item. By default the item's JSON is the first context object of the efficy response. With Return Full Response, the JSON is {response: [...]} holding all contexts.

The request always includes a 'master' function, so the result holds the main record fields of the matches. If efficy returns an '#error', the node throws, or with Continue On Fail it outputs {error: message}. If the credential has server-side cache enabled, a cache token is reused across the execution. In that case, end the workflow with the Tool > Finalize Workflow operation.

Examples

Example 1: Find companies whose name contains 'Acme'.

Entity: Comp; Search Value: Acme; Options: Contains = true.

Example 2: Look up the current user's own contacts starting with a name from a previous node.

Entity: Cont; Search Value: ={{$json.name}}; Options: Own Records Only = true, Contains = false.

Links

• n8n community nodes installation guide