Actions68
- Email Actions
- File Actions
- Note Actions
- Product Category Actions
- Task Actions
- Address Actions
- Company Actions
- Custom Record Actions
- Deal Actions
- Deal Item Actions
- Person Actions
- Phone Actions
- Product Actions
Overview
The node integrates with Arivo CRM to create a new Note record. It allows users to add textual notes linked to various CRM entities such as contacts, deals, tasks, or teams. This is useful for tracking communications, reminders, or any relevant information associated with CRM records.
Typical use cases include:
- Adding follow-up notes after client meetings.
- Logging internal comments related to deals or tasks.
- Attaching contextual information to contacts or teams for better collaboration.
Properties
| Name | Meaning |
|---|---|
| Text | The main content of the note. A string describing the note's details or message. |
| Additional Fields | Optional fields to link the note to other CRM entities or assign responsibility: |
| - Contact ID | ID of the contact or company to associate this note with. |
| - Deal ID | ID of the deal or opportunity to link this note to. |
| - Task ID | ID of the task or activity to connect this note with. |
| - User Name or ID | The user responsible for the note. Can be selected from a list or specified via expression. |
| - Team Name or ID | The team responsible for the note. Selectable from options or set via expression. |
Output
The node outputs JSON data representing the created note object. This typically includes the note's unique identifier, text content, and any linked entity IDs (contact, deal, task, user, team). The output can be used downstream in workflows to reference the newly created note or trigger further actions.
No binary data output is involved.
Dependencies
- Requires an API key credential for authenticating with Arivo CRM.
- The node depends on Arivo CRM's API endpoints for creating notes.
- Proper configuration of the API authentication within n8n is necessary.
Troubleshooting
Common Issues:
- Missing required "Text" property will cause the creation to fail.
- Invalid or missing IDs in additional fields (e.g., contact_id, deal_id) may result in errors or unlinked notes.
- Authentication failures due to incorrect API credentials.
Error Messages:
- Errors returned from the Arivo CRM API will be surfaced, often indicating invalid parameters or permission issues.
- Network or connectivity errors if the API endpoint is unreachable.
Resolutions:
- Ensure all required fields are provided and valid.
- Verify API credentials and permissions.
- Use expressions carefully to supply dynamic values, ensuring they resolve correctly.
Links and References
- Arivo CRM Documentation (replace with actual URL)
- n8n Expressions Documentation
- Arivo CRM API Reference (replace with actual URL)