Actions6
Overview
This node integrates with the CV CRM API to manage and retrieve information about leads. Specifically, for the "Lead" resource and the "Get Conversions" operation, it fetches conversion data related to leads from the CRM system. This operation can optionally include inactive conversions based on user preference.
Typical use cases include:
- Retrieving all lead conversion records to analyze sales performance.
- Filtering conversions to exclude inactive ones for cleaner reporting.
- Integrating lead conversion data into workflows for follow-up actions or analytics.
For example, a sales automation workflow might use this node to pull recent lead conversions and trigger notifications or update dashboards accordingly.
Properties
| Name | Meaning |
|---|---|
| Show Inactive | Whether to include inactive conversions in the results. Options: true or false. |
Output
The node outputs an array of JSON objects representing lead conversions retrieved from the CV CRM API. Each object contains details about individual conversions, such as conversion status, timestamps, and related lead information.
No binary data is output by this operation.
Dependencies
- Requires an API key credential for authenticating requests to the CV CRM API.
- The node expects the CV CRM API domain to be configured in the credentials.
- Network access to the CV CRM API endpoint is necessary.
Troubleshooting
Common issues:
- Invalid or missing API token: The node will fail to authenticate; ensure the API key credential is correctly set up.
- Incorrect API domain configuration: The node prepends "https://" if missing, but an incorrect domain will cause request failures.
- Network connectivity problems may prevent successful API calls.
Error messages:
- Authentication errors typically indicate invalid or expired API tokens; refresh or re-enter credentials.
- HTTP 4xx or 5xx errors suggest issues with the request or server; verify parameters and API availability.
- Empty or unexpected responses may result from filtering inactive conversions when none exist; try toggling the "Show Inactive" option.
Links and References
- CV CRM API Documentation (Replace with actual URL if available)