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efficy Enterprise CRM

Calls the efficy Enterprise JSON API API

Actions28

Search → Full Text Search

AI-generated

Summary

Perform a full-text search across all fields within a specified Efficy entity, matching a given text string according to options provided.

Inputs

  • Entity (required) — Entity code to search in (e.g. Comp, Cont, Proj).
  • Search Value (required) — Text to search for.
  • Options — Optional flags controlling the search behavior, including:
  • Opened Only: Return only opened records.
  • Own Records Only: Return only records owned by the current user.
  • Contains (vs. Starts With): Match anywhere in the field (default true).
  • Return Full Response: Return the complete API response array instead of just the first context result.

Output shape

a JSON object representing either the first search result's master record fields or the full API response array, depending on options

The output is a JSON object. By default, only the first context result's master record fields are returned; if 'Return Full Response' is enabled, the entire API response array is returned. Errors are surfaced as standard n8n node errors or returned as error objects if 'continueOnFail' is enabled.

Examples

Example 1: Search contacts containing 'Acme' in all fields and return the first matching record

Set 'Entity' to 'Cont', 'Search Value' to 'Acme', leave options as default.

Example 2: Search projects whose fields start with 'Acme' and return all matching records

Set 'Entity' to 'Proj', 'Search Value' to 'Acme', set 'Contains' option to false, and enable 'Return Full Response'.

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