Actions6
Overview
This node integrates with a recurring and one-time payments software platform to manage contacts within its CRM system. Specifically, the Contact - Create operation allows users to add new contacts or leads into the system, optionally matching and updating existing records based on email and full name.
Common scenarios where this node is beneficial include:
- Importing new leads or clients from external sources into the CRM.
- Automating contact creation during marketing campaigns or sales processes.
- Synchronizing contact data from other systems while avoiding duplicates by matching existing contacts.
For example, a user can create a new lead with personal details, business information, and tracking data about how the lead found the website, all in one API call.
Properties
| Name | Meaning |
|---|---|
| Contact Type | The type of contact to create. Options: Lead, Client, Partner. |
| Match Existing Contact | Whether to try to find an existing contact by Email and Full Name and update it if found. Options: Yes, No. |
| Contact ID | Optional numeric ID used to look up an existing contact record. |
| Personal Info | Collection of personal details about the contact including: - Prefix (title) - First Name (required if Last Name and Company Name are empty) - Middle Name - Last Name (required if First Name and Company Name are empty) - Nick Name - Suffix (e.g., PhD) - Gender ( Male or Female)- Date of Birth (format YYYY-MM-DD or MM-DD-YYYY) - Home Phone - Mobile Phone - Social Security Number - Bank Code (4-letter personality code) - Primary and secondary emails - Website URL - LinkedIn profile ID - Photo URL |
| Full Address | Collection of address fields: - Street (including apartment/unit) - Address 2 - City - State Name - State Code - Zip Code - Country Name - Country Code |
| Business Info | Collection of business-related info: - Company Name (mandatory if no first and last name) - Job Title - Industry - Work Email - Work Phone |
| Content | Additional content fields: - Professional Experience - Profile Summary - Notes - Follow Up Date (valid format YYYY-MM-DD HH:MM:SS; creates follow-up task if set) - Assigned User (preferably unique user email) - Deal Amount (estimated opportunity amount) |
| Tracking Info | Marketing tracking data: - Source Code (first known source) - Channel Code (medium) - Affiliate Code (partner referral) - Referer URL (page where link was clicked) - Entry URL (first page visited) |
Output
The node outputs JSON data representing the created or updated contact as returned by the external API. This typically includes the contact's unique identifier and all submitted fields confirmed by the server.
There is no binary output for this operation.
Dependencies
- Requires an API key credential for authenticating with the external ChargeKeep service.
- The node uses the
/api/services/CRM/Import/ImportContactendpoint via a POST request to create or update contacts. - Proper configuration of the API credential in n8n is necessary for successful requests.
Troubleshooting
Common issues:
- Missing required fields such as First Name or Last Name when Company Name is also empty will likely cause validation errors.
- Incorrect date formats for Date of Birth or Follow Up Date may result in API errors.
- If "Match Existing Contact" is set to Yes but no matching contact exists, a new contact will be created instead.
- Network or authentication failures due to invalid API credentials.
Error messages:
- Validation errors indicating missing mandatory fields should be resolved by providing the required personal or business info.
- Authentication errors require checking the API key credential setup.
- Unexpected server errors might need retrying or contacting support for the external service.
Links and References
- ChargeKeep Official Website (for general product info)
- API documentation for the CRM ImportContact endpoint (not publicly linked here; refer to your ChargeKeep API docs)