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🔍 Search Records

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Overview

This node operation allows users to search records within a specified module in Inflow CRM. It supports filtering records based on specified fields and values, with options for pagination and sorting. This is useful for retrieving a subset of records that match certain criteria, such as finding all contacts in a specific city or all orders above a certain amount.

Use Case Examples

  1. Search all contacts in the 'Contacts' module where the city field equals 'New York'.
  2. Retrieve a paginated list of orders sorted by order date in descending order.

Properties

Name Meaning
📦 Module The Inflow CRM module to search records in, e.g., Contacts, Orders.
Fields Fields and values used to filter the search results. Leave empty to return all records up to the limit.
⚙️ Options Additional options for the search operation including limit (max number of results), page number for pagination, sort field, and sort direction (ascending or descending).

Output

JSON

  • id - Unique identifier of the record.
  • fields - Object containing the record's field values.

Dependencies

  • Inflow CRM API with API key credential

Troubleshooting

  • Ensure the 'Module' parameter is selected; otherwise, the node will throw an error.
  • If filtering fields are provided, they must be valid and correctly formatted; invalid fields may cause errors or no results.
  • Pagination parameters must be within valid ranges (e.g., limit between 1 and 200).
  • Sorting field must be a valid field name in the module; otherwise, sorting will be ignored or cause errors.

Discussion