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InNotes

Consume InNotes CRM API

Actions22

Contact → Create

AI-generated

Overview

This node operation creates a new contact in the InNotes CRM system. It is useful for scenarios where you want to add new contact information such as name, LinkedIn details, location, current company, profile picture URL, tags, and status ID to the CRM. For example, you can automate the process of adding new leads or contacts gathered from various sources directly into the CRM.

Use Case Examples

  1. Automatically add new LinkedIn contacts to the CRM with their profile details.
  2. Create contacts with tags and status to organize and track them effectively.

Properties

Name Meaning
Name The name of the contact (required).
LinkedIn Key The LinkedIn profile key or username of the contact (required).
LinkedIn User The LinkedIn username of the contact.
Location The location of the contact.
Current Company The current company where the contact works.
Picture URL URL of the contact's profile picture.
Tags Tags to assign to the contact for categorization.
Status ID The status ID representing the contact's current status in the CRM.

Output

JSON

  • id - The unique identifier of the created contact.
  • name - The name of the created contact.
  • linkedin_key - The LinkedIn profile key of the created contact.
  • linkedin_user - The LinkedIn username of the created contact.
  • location - The location of the created contact.
  • current_company - The current company of the created contact.
  • picture_url - The profile picture URL of the created contact.
  • tags - Tags assigned to the created contact.
  • status_id - The status ID of the created contact.

Dependencies

  • Requires an API key credential for the InNotes CRM API to authenticate requests.

Troubleshooting

  • Common issues include missing required fields such as 'Name' or 'LinkedIn Key', which will cause the API request to fail.
  • Errors related to invalid or missing API credentials will prevent the node from authenticating with the InNotes API.
  • If the API returns an error, the node throws a detailed error message including the request parameters to help diagnose the issue.

Discussion