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Inflow CRM

Interact with Inflow CRM API

🔎 Find One Record

AI-generated

Overview

This node operation interacts with the Inflow CRM API to find a single record in a specified module based on provided filter fields. It is useful when you need to retrieve one specific record that matches certain criteria from the CRM, such as finding a customer or order by unique attributes.

Use Case Examples

  1. Find a customer record in the 'Contacts' module by filtering on email address.
  2. Retrieve a single order record from the 'Orders' module using order number as a filter.

Properties

Name Meaning
📦 Module The Inflow CRM module to search within for the record.
Fields The fields and values used to filter the record to find. If left empty, it returns any one record (up to limit). This is a resource mapper type allowing dynamic field selection and value input.

Output

JSON

  • id - The unique identifier of the found record.
  • fields - The data fields and their values of the found record.

Dependencies

  • Inflow CRM API with authentication credentials

Troubleshooting

  • Ensure the 'Module' parameter is selected; otherwise, the node will throw an error.
  • The 'Fields' parameter must be an object if provided; invalid input will cause errors.
  • If no record matches the filter, the node may return an empty result or error depending on API behavior.
  • Check API credentials and network connectivity if the node fails to communicate with Inflow CRM.

Discussion