Actions79
- Lead Status Actions
- Pipeline Actions
- Template Actions
- Lead Actions
- Contact Actions
- Activity Actions
- Meeting Search Actions
- Opportunity Actions
- Opportunity Status Actions
- Integration Link Actions
- Smart View Actions
- Comment Actions
- Email Template Actions
- Task Actions
- User Actions
- Custom Field Actions
Overview
This node integrates with the Close.com CRM platform, allowing users to perform various operations on different CRM resources. Specifically, for the Smart View resource with the Delete operation, it enables users to delete a saved search (smart view) from their Close.com account. This is useful for automating cleanup or management of saved searches within Close.com, such as removing outdated or irrelevant smart views programmatically.
Practical examples include:
- Automatically deleting smart views that are no longer needed after a campaign ends.
- Cleaning up test or temporary smart views created during data import or testing phases.
- Managing smart views dynamically based on business logic in workflows.
Properties
| Name | Meaning |
|---|---|
| Smart View ID | The unique identifier of the smart view to delete. |
Output
The node outputs JSON data representing the result of the delete operation. Typically, this will be confirmation of deletion or details about the deleted smart view. If an error occurs, the output JSON will contain an error field describing the issue.
The node does not output binary data.
Dependencies
- Requires an API key credential for authenticating with the Close.com API.
- Needs network access to Close.com's REST API endpoints.
- No additional external dependencies beyond the Close.com API and n8n's HTTP request capabilities.
Troubleshooting
Common issues:
- Invalid or missing Smart View ID: The node requires a valid smart view ID; providing an incorrect or empty ID will cause errors.
- Authentication failures: Ensure the API key credential is correctly configured and has sufficient permissions.
- Network connectivity problems: The node must reach Close.com's API servers.
Error messages:
"The resource "smartView" is not known!": This indicates an invalid resource parameter; ensure "Smart View" is selected.- API errors returned by Close.com (e.g., 404 Not Found if the smart view ID does not exist).
Resolutions:
- Double-check the Smart View ID input.
- Verify API credentials and permissions.
- Confirm network connectivity and API endpoint availability.
Links and References
- Close.com API Documentation
- Close.com Smart Views Overview
- n8n documentation on Creating Custom Nodes