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Easy Redmine

Easy Redmine Operations

Actions37

Overview

This node integrates with Easy Redmine to manage CRM Opportunities. Specifically, the Create Opportunity operation allows users to create a new opportunity record in Easy Redmine's CRM system.

Typical use cases include automating sales pipeline management by programmatically adding new opportunities based on external triggers or workflows. For example, when a lead is qualified in another system, this node can create an opportunity in Easy Redmine with relevant details such as name, associated account, project, status, assigned manager, price, contract date, and custom fields.

Properties

Name Meaning
Name The name/title of the opportunity to be created.
Account ID Numeric identifier of the account associated with the opportunity.
Project Name or ID Select from a list of accessible projects or specify a project ID where the opportunity belongs.
Create Options Additional optional parameters for creating the opportunity:
- Status ID Numeric ID representing the status of the opportunity (e.g., open, won, lost).
- Account Manager ID Numeric ID of the internal account manager responsible for the opportunity.
- External Account Manager ID Identifier for an external account manager, if applicable.
- Price Numeric value representing the price or value of the opportunity.
- Contract Date Contract date in YYYY-MM-DD format indicating when the contract was signed or is expected.
- Custom Fields Allows specifying multiple custom fields as key-value pairs, where each field has an ID and a string value. Useful for adding additional metadata not covered by standard properties.

Output

The node outputs JSON data representing the newly created opportunity entity as returned by the Easy Redmine API. This typically includes all standard and custom fields of the opportunity, such as its unique ID, name, status, associated account and project IDs, assigned managers, price, contract date, and any custom fields set during creation.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to Easy Redmine via an API key credential configured in n8n.
  • The node uses the base URL from the provided credentials to make REST API calls to Easy Redmine.
  • The "Project Name or ID" property dynamically loads accessible projects using a method that queries the Easy Redmine API.

Troubleshooting

  • Common Issues:

    • Invalid or missing API credentials will cause authentication failures.
    • Providing invalid IDs (e.g., non-existent account or project IDs) will result in API errors.
    • Incorrect date format for the contract date may cause validation errors.
    • Missing required fields like "Name" might cause the API to reject the request.

  • Error Messages:

    • Errors returned from the Easy Redmine API are captured and presented. If multiple errors occur, they are concatenated into a single message.
    • If the node is set to continue on failure, error messages are included in the output JSON under an error property.
    • To resolve errors, verify all input values, ensure correct formatting, and confirm that referenced entities exist in Easy Redmine.

Links and References

Discussion