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Perform actions in BimeBazar CRM

Actions6

Overview

This node integrates with the BimeBazar CRM system to perform various customer and lead management actions. Specifically, the "Change Grade for Customer" operation allows users to update the grade level of a specified customer within the CRM. This is useful in scenarios where customer segmentation or prioritization changes based on their engagement, purchase history, or other business rules.

Practical examples include:

  • Automatically upgrading a customer's grade after reaching a sales milestone.
  • Adjusting customer grades as part of a loyalty program workflow.
  • Synchronizing customer grade changes from external systems into the CRM.

Properties

Name Meaning
Customer ID The unique identifier of the customer whose grade will be updated.
Grade ID The identifier of the new grade to assign to the customer.

Output

The node outputs a JSON object for each input item processed, containing:

  • success: A boolean indicating if the operation was successful.
  • operation: The string "changeCustomerGrade" identifying the performed operation.
  • customerId: The ID of the customer whose grade was changed.
  • gradeId: The new grade ID assigned to the customer.
  • response: The raw response returned by the CRM API after the grade change request.

No binary data output is produced by this operation.

Example output JSON structure:

{
  "success": true,
  "operation": "changeCustomerGrade",
  "customerId": 12345,
  "gradeId": 678,
  "response": {
    /* CRM API response details */
  }
}

Dependencies

  • Requires an API key credential for authenticating with the BimeBazar CRM API.
  • The node makes HTTP POST requests to the CRM's REST API endpoints.
  • The base URL and API token must be configured in the node credentials.
  • The CRM API must support the endpoint /api/bot/customers/{customerId}/grade for changing customer grades.

Troubleshooting

  • Common issues:

    • Invalid or missing API credentials will cause authentication failures.
    • Providing non-existent customer IDs or grade IDs may result in API errors.
    • Network connectivity problems can prevent successful API calls.

  • Error messages:

    • Authentication errors typically indicate invalid API tokens; verify and update credentials.
    • "Not Found" or similar errors suggest the customer or grade ID does not exist; confirm IDs are correct.
    • JSON parsing errors may occur if metadata or other inputs are malformed (not applicable here but relevant for other operations).

  • To resolve errors, ensure all required properties are correctly set, credentials are valid, and the CRM API is accessible.

Links and References

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