Cloodo CRM

Overview

This node integrates with the Cloodo CRM API to retrieve various types of data related to business operations. Specifically, for the ClientDetail resource and the Get Notes operation, it fetches notes associated with client details from the Cloodo system. This is useful in scenarios where users want to programmatically access annotations, comments, or historical notes linked to clients for review, reporting, or further processing.

Practical examples include:

• Automatically pulling client notes into a dashboard for customer service agents.
• Syncing client notes with other systems like helpdesk or project management tools.
• Generating reports that include qualitative client feedback or interaction history.

Properties

Output

The node outputs JSON data containing the notes related to the specified client detail ID. The structure typically includes an array of note objects, each representing a single note entry with fields such as content, creation date, author, and possibly metadata about the note.

If the node supports binary data output (not explicitly shown here), it would represent attachments or files linked to notes, but based on the provided code and context, the output is primarily JSON-formatted note data.

Dependencies

• Requires an active connection to the Cloodo CRM API.
• Needs an API authentication token or key credential configured within n8n to authorize requests.
• The base URL for API requests is https://erp-amz.cloodo.com/v4/.
• Proper permissions on the Cloodo CRM account to read client detail notes.

Troubleshooting

• Common issues:

  • Invalid or missing client detail ID will result in no data or error responses.
  • Authentication failures due to incorrect or expired API credentials.
  • Network connectivity problems preventing access to the Cloodo API endpoint.
  • Insufficient permissions on the API user to access client detail notes.

• Error messages:

  • Unauthorized / 401 errors: Check API credentials and renew if expired.
  • Not Found / 404 errors: Verify the client detail ID exists and is correct.
  • Timeouts or network errors: Ensure stable internet connection and API availability.

Resolving these usually involves verifying input parameters, refreshing credentials, and confirming API access rights.

Links and References

• Cloodo CRM API Documentation (assumed based on base URL)
• n8n documentation on creating custom nodes for further customization guidance