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EspoCRM

Interact with EspoCRM API

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Overview

This node integrates with EspoCRM's API to perform various operations on dynamic entities within the CRM system. Specifically, for the Dynamic resource and Update operation, it updates a record of a specified entity type by modifying one or more fields.

Common scenarios where this node is beneficial include:

  • Updating customer information dynamically when new data arrives.
  • Modifying custom entity records without hardcoding entity types or fields.
  • Automating updates to CRM records based on external triggers or workflows.

For example, you might use this node to update a "Lead" entity's status or contact details dynamically by specifying the entity type and the fields to update.

Properties

Name Meaning
Entity Type Name or ID The type of entity to interact with (e.g., Account, Contact, Lead, or any custom entity). Choose from a dropdown list or specify an ID via expression.
Record ID The unique identifier of the record to update.
Fields A collection of fields to update on the record. Each field consists of:
- Field Name or ID: The name or ID of the field to update, selectable from a list depending on the entity type.
- Field Value: The new value to assign to the field. Multiple fields can be updated in one execution.

Output

The output is a JSON array where each element corresponds to the result of updating a record. For the Update operation on the Dynamic resource, each output item contains the updated record data as returned by the EspoCRM API after applying the changes.

Example output structure (simplified):

{
  "id": "record-id",
  "field1": "updated value",
  "field2": "updated value",
  ...
}

If the update is successful, the output reflects the current state of the record post-update.

Dependencies

  • Requires an active connection to an EspoCRM instance via an API key or authentication token configured in n8n credentials.
  • Uses EspoCRM REST API endpoints to perform CRUD operations.
  • Relies on metadata services to dynamically load available entity types and their fields for user selection.

Troubleshooting

  • Error loading entity types or fields: This may occur if the API credentials are invalid or the EspoCRM instance is unreachable. Verify API credentials and network connectivity.
  • Invalid Record ID: If the specified record ID does not exist, the API will return an error. Ensure the record ID is correct.
  • Field validation errors: Attempting to update fields with invalid values or unsupported data types may cause API errors. Confirm field names and acceptable values, especially for enum fields.
  • Unsupported operation or resource: The node throws an error if an unsupported operation is selected for the resource. Double-check that "Update" is chosen for the "Dynamic" resource.
  • Continue On Fail behavior: If enabled, the node will continue processing subsequent items even if some fail, returning error messages in the output array.

Links and References

Discussion