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Magnet Customer

Consume Magnet Customer API

Actions68

Overview

This node integrates with the Magnet Customer API to create tasks within the CRM system. It allows users to define and assign tasks related to organizations, contacts, or deals, specifying details such as title, description, status, owner, and expected closing date. This node is useful for automating task creation workflows in sales, customer support, or project management scenarios where tasks need to be tracked and associated with CRM entities.

Practical examples include:

  • Automatically creating follow-up tasks when a new deal is added.
  • Assigning tasks to specific team members based on lead qualification.
  • Scheduling reminders linked to contacts or organizations.

Properties

Name Meaning
Authentication Method of authentication to use: either "API Token" or "OAuth2".
Title The title of the task to create.
Description A detailed description or observation about the task.
Expectation of Closing The expected date and time by which the task should be completed.
Task Slug or Name or ID The ID of the task type to assign. If omitted, the task will be assigned to the authorized user. Options are dynamically loaded from available task types.
User Name or ID The ID of the user to whom the task will be assigned. If omitted, defaults to the authorized user. Options are dynamically loaded from active staff members.
Status The current status of the task. Possible values: "Pendente" (pending) or "Concluída" (finished). Defaults to "open" if not provided.
Date Of Finished The date and time when the task was finished.
Associate With The type of entity to link this task to. Options: "Organization", "Contact", or "Deal". Required field.
Organization ID The ID of the organization to associate the task with. Only shown if "Associate With" is set to "Organization".
Contact ID The ID of the contact to associate the task with. Only shown if "Associate With" is set to "Contact".
Deal ID The ID of the deal to associate the task with. Only shown if "Associate With" is set to "Contact" (likely a typo in original, but follows source).

Output

The node outputs JSON data representing the created task object returned by the Magnet Customer API. This includes all relevant fields of the newly created task such as its ID, title, description, status, associated entity IDs, assigned user, and timestamps.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the Magnet Customer API.
  • Supports two authentication methods: API token or OAuth2 credentials.
  • The node depends on dynamic loading of options for task types and staff members via API calls.
  • Proper configuration of credentials in n8n is necessary to authenticate requests.

Troubleshooting

  • Common issues:
    • Missing or invalid authentication credentials will cause request failures.
    • Providing incorrect or non-existent IDs for associated entities (organization, contact, deal) will result in errors.
    • Omitting required fields like "Title" or "Associate With" may cause validation errors.
  • Error messages:
    • Errors from the API typically include messages about missing parameters or unauthorized access.
    • To resolve, verify that all required properties are correctly set and that credentials have sufficient permissions.
  • Tips:
    • Use the dynamic option loaders to select valid IDs for task types and owners.
    • Ensure the "Associate With" field matches the correct entity type and corresponding ID field is filled.

Links and References

Discussion