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Customer → Create a Customer
AI-generatedOverview
The node named "Surense" provides integration with the Surense API, allowing users to interact with various resources such as Customers, Activities, Contacts, and more. Specifically, for the Customer resource and the Create Customer operation, this node enables creating a new customer record in the Surense system.
This is useful in scenarios where you want to automate customer data entry from other systems or workflows into Surense, ensuring consistent and up-to-date customer information without manual input. For example, after capturing lead information in a CRM, you could use this node to create a corresponding customer profile automatically.
Properties
| Name | Meaning |
|---|---|
| Agency Name or ID | Select the agency under which the customer will be created. You can choose from a list of agencies or specify an ID using an expression. |
| First Name | The customer's first name (required). |
| Last Name | The customer's last name (required). |
| ID Type | The type of identification document provided by the customer. Options include: ת.ז (ID card), דרכון (passport), רישיון נהיגה (driver's license), אחר (other). |
| ID Number | The identification number corresponding to the selected ID type (required). |
| Manager Name or ID | Select the manager responsible for the customer. Choose from a list or specify an ID via expression (required). |
| Additional Parameters | A collection of optional fields to provide extra customer details: |
| Customer's email address. | |
| - ID Card Issue Date | The issue date of the customer's ID card, formatted as YYYY-MM-DD. |
| - Phone Number 1 | Primary phone number. |
| - Phone Number 2 | Secondary phone number. |
| - Source Name or ID | The source from which the customer originated. Select from a list or specify an ID using an expression. |
Output
The node outputs an array of JSON objects representing the results of the executed operations. For the Create Customer operation, each output item contains the newly created customer's data as returned by the Surense API. This typically includes identifiers, names, contact details, and any other relevant customer metadata.
If the node encounters errors during execution and is configured to continue on failure, it outputs an error object with the error message for the respective item.
No binary data output is indicated for this operation.
Dependencies
- Requires an API authentication token credential for Surense API access.
- Uses dynamic option loading methods to populate dropdowns for agencies, managers, and customer sources, which depend on successful API calls.
- Pagination support is included but not directly relevant for the create operation.
Troubleshooting
Common issues:
- Missing required fields such as agency, first name, last name, ID type, ID number, or manager will cause the operation to fail.
- Invalid or expired API credentials will prevent successful communication with the Surense API.
- Incorrectly specified IDs in expressions may result in "not found" errors.
Error messages:
- Errors returned from the Surense API are passed through; typical messages might relate to validation failures or permission issues.
- If the node is set to stop on failure, any error will halt execution; enabling "continue on fail" allows processing subsequent items.
Links and References
- n8n Expressions Documentation — for guidance on specifying dynamic values in properties.
- Surense API documentation (not provided here) would be necessary for detailed field definitions and API behavior.