Cloodo CRM

Overview

This node integrates with the Cloodo CRM API to manage lead categories within a sales or marketing workflow. Specifically, the "Create Leads Category" operation allows users to add new lead categories to organize and classify leads effectively. This is useful in scenarios where businesses want to segment their leads for targeted campaigns, reporting, or sales pipeline management.

For example, a marketing team can create categories like "Webinar Attendees," "Trade Show Leads," or "Referral Leads" to better track the source and type of incoming leads.

Properties

Output

The node outputs JSON data representing the newly created lead category as returned by the Cloodo CRM API. This typically includes details such as the unique identifier of the category, its name, creation timestamp, and possibly other metadata related to the lead category.

No binary data output is indicated for this operation.

Dependencies

• Requires an active connection to the Cloodo CRM API.
• Needs an API authentication token or key configured in n8n credentials to authorize requests.
• The base URL for API requests is https://erp-amz.cloodo.com/v4/.
• The node expects JSON content-type headers for communication.

Troubleshooting

• Common Issues:

  • Missing or invalid API credentials will cause authentication failures.
  • Providing an empty or invalid category name may result in API validation errors.
  • Network connectivity issues can prevent successful API calls.

• Error Messages:

  • Authentication errors usually indicate incorrect or missing API keys; verify credential setup.
  • Validation errors from the API often specify which fields are missing or malformed; ensure the "Name Lead Categories" property is correctly filled.
  • Timeout or network errors suggest checking internet connectivity or API availability.

Links and References

• Cloodo CRM API Documentation (Assumed based on base URL; please verify actual documentation link)
• n8n Documentation on Creating Custom Nodes