LeadTable

Integration with LeadTable API (powered by agentur-systeme.de)

Actions14

Overview

This node integrates with the LeadTable API to manage leads and related entities such as campaigns, customers, tables, and webhooks. Specifically for the Lead resource and the Add File operation, it allows users to upload a file and attach it to an existing lead by its ID.

Typical use cases include:

  • Attaching documents, images, or other files to a lead record in LeadTable for richer lead profiles.
  • Automating file uploads to leads as part of a workflow, e.g., uploading contracts, scanned forms, or supporting documents.
  • Enhancing lead data management by associating binary files directly within the CRM system.

Example: Uploading a PDF contract stored in a previous node’s binary output to a specific lead identified by its Lead ID.

Properties

Name Meaning
Lead ID The unique identifier of the lead to which the file will be attached.
Input Data Field Name The name of the binary property in the input data that contains the file to be uploaded.

Output

The node outputs JSON data representing the response from the LeadTable API after the file upload. This typically includes confirmation details about the uploaded file and its association with the lead.

If the file upload is successful, the output JSON will contain metadata about the file attachment. The node also supports binary data input but does not output binary data itself; it only processes binary input for upload.

Dependencies

  • Requires an API key credential and associated email configured in n8n to authenticate with the LeadTable API.
  • Uses the LeadTable external REST API endpoint (default base URL: https://api.lead-table.com/api/v3/external).
  • Relies on the form-data library internally to construct multipart form requests for file uploads.

Troubleshooting

  • Authentication errors (403): Ensure the API key and email credentials are correctly set and valid.
  • Invalid Lead ID: If the specified Lead ID does not exist or is incorrect, the API will return an error. Verify the Lead ID before running the node.
  • Binary property issues: The binary property name must match exactly the name of the binary data field in the input. If the binary data is missing or incorrectly referenced, the node will throw an error.
  • File upload failures: Network issues or API downtime can cause upload failures. Check connectivity and LeadTable service status.
  • Error messages: The node surfaces detailed API error messages. Review these messages to identify issues like permission problems or malformed requests.

Links and References


This summary focuses exclusively on the "Lead" resource and the "Add File" operation as requested.

Discussion