CT Coach Dev

Overview

This node interacts with a CRM Coach API to retrieve or update user-related data. Specifically, the "Get User Data" operation fetches detailed information about a CRM user by their unique CRM User ID. This is useful in scenarios where you need to integrate CRM user details into workflows, such as syncing user profiles, generating reports, or triggering actions based on user attributes.

For example, you might use this node to:

• Retrieve a user's profile data before sending a personalized email.
• Fetch user details to enrich records in another system.
• Validate user existence and status within an automated process.

Properties

The only required input property for the "Get User Data" operation is the CRM User ID, which uniquely identifies the user in the CRM system whose data you want to retrieve.

Output

The node outputs JSON data representing the response from the CRM API's "get-user-data" endpoint. The structure depends on the API but typically includes user profile fields such as name, email, role, status, and other relevant CRM user attributes.

No binary data output is produced by this operation.

Example output (simplified):

{
  "id": "12345",
  "name": "John Doe",
  "email": "john.doe@example.com",
  "role": "Sales Manager",
  "status": "Active"
}

Dependencies

• Requires an API key credential and company ID credential to authenticate requests to the CRM Coach API.
• The node sends HTTP POST requests to https://dev.mymatrixapp.com/crmApi/get-user-data.
• Proper configuration of these credentials in n8n is necessary for successful API communication.

Troubleshooting

• Authentication errors: If the API key or company ID is incorrect or missing, the node will fail to authenticate. Verify that the credentials are correctly set up in n8n.
• Invalid CRM User ID: Providing an invalid or non-existent CRM User ID may result in empty responses or error messages from the API. Ensure the ID is correct.
• Network issues: Connectivity problems to the API endpoint can cause request failures. Check network access and endpoint availability.
• API changes: If the CRM API changes its endpoint URL, request method, or required headers, the node configuration must be updated accordingly.

Links and References

• Coach API Documentation (hypothetical link to API docs)
• n8n HTTP Request Node Documentation (for understanding HTTP request handling)