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Resource Guru

Get and Set information in Resource Guru

Actions6

Overview

This node integrates with the Resource Guru API to manage projects and clients. Specifically, for the Project - Create operation, it allows users to create a new project within Resource Guru by providing essential details such as the project name, an optional project code, the client ID associated with the project, and any additional notes.

Common scenarios where this node is beneficial include:

  • Automating project creation workflows when onboarding new clients or starting new initiatives.
  • Integrating Resource Guru project management into broader automation pipelines, e.g., creating projects automatically from CRM or ticketing systems.
  • Keeping project data synchronized between Resource Guru and other tools.

Example: Automatically create a new project in Resource Guru whenever a new sales deal is closed in your CRM, using the deal's name as the project name and linking it to the appropriate client.

Properties

Name Meaning
Name The name of the project to be created. This is a required field.
Project Code An optional code identifier for the project.
Client ID The numeric ID of the client to which the project belongs. This is a required field.
Notes Optional additional notes or description about the project.

Output

The node outputs JSON data representing the newly created project as returned by the Resource Guru API. This typically includes fields such as the project ID, name, project code, client association, notes, and metadata like creation timestamps.

No binary data output is involved in this operation.

Dependencies

  • Requires an active connection to Resource Guru via OAuth2 authentication.
  • The node expects a valid API base URL constructed using the user's account ID.
  • Proper API credentials must be configured in n8n to authorize requests.

Troubleshooting

  • Missing Required Fields: If "Name" or "Client ID" are not provided, the API will reject the request. Ensure these fields are filled.
  • Invalid Client ID: Providing a non-existent client ID will cause the API to return an error. Verify the client ID before use.
  • Authentication Errors: If the OAuth2 credentials are invalid or expired, the node will fail to authenticate. Refresh or reconfigure credentials as needed.
  • API Rate Limits: Excessive requests may trigger rate limiting; handle retries or backoff accordingly.
  • Network Issues: Connectivity problems can cause request failures; verify network access to Resource Guru API endpoints.

Links and References

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