Actions22
- App Actions
- Account Actions
- Channel Actions
- Message Actions
- Template Actions
- Contact Actions
- Tag Actions
- User Actions
- Team Actions
- Webhook Actions
Overview
The "Forward Contact" operation in this node allows forwarding a contact to either a specific user or a team within the system. This is useful in scenarios where a contact needs to be reassigned or redirected for follow-up, support, or sales purposes. For example, if a customer inquiry comes in and needs to be handled by a particular support agent or a specialized team, this operation facilitates that transfer seamlessly.
Practical examples:
- Forwarding a lead contact to a sales representative.
- Redirecting a customer support contact to a dedicated support team.
- Assigning a contact to a team responsible for a specific product line.
Properties
| Name | Meaning |
|---|---|
| Contact ID | UUID of the contact that will be forwarded. |
| Forward to | Choose whether to forward the contact to a "User" (specific individual) or a "Team". |
| User ID | UUID of the user who will receive the forwarded contact (required if forwarding to user). |
| Team ID | UUID of the team that will receive the forwarded contact (required if forwarding to team). |
Output
The output JSON contains the result of the forwarding operation, typically including confirmation details such as the contact's updated assignment or status after forwarding. The exact structure depends on the underlying API response but generally confirms successful forwarding.
This node does not output binary data.
Dependencies
- Requires an API key credential for authenticating with the Poli API.
- The node depends on the Poli API service to perform contact forwarding.
- Proper configuration of the API credentials in n8n is necessary for successful execution.
Troubleshooting
Common issues:
- Providing an invalid or empty Contact ID will cause the operation to fail.
- Omitting the User ID when forwarding to a user, or the Team ID when forwarding to a team, will result in errors.
- Network or authentication failures with the Poli API can prevent forwarding.
Error messages and resolutions:
"Resource 'contact' not found": Ensure the resource parameter is correctly set to "contact"."Operation 'forward' not found for the resource 'contact'": Verify the operation parameter is set to "forward".- Authentication errors: Check that the API key credential is valid and properly configured.
- Validation errors about missing IDs: Confirm that the required UUID fields are provided based on the forwarding type.
Links and References
- Poli API Documentation (for contact management and forwarding): [Insert actual URL here if available]
- n8n Documentation on creating custom nodes and using credentials: https://docs.n8n.io/
- General best practices for handling contacts and assignments in CRM systems.