EspoCRMInstall

Overview

This node is designed to interact with a CRM system, specifically handling operations related to "Lead" resources. The "Convert" operation transforms a lead into another entity type within the CRM, such as an account or contact, which is a common step in sales workflows when a lead becomes qualified.

Typical use cases include automating the conversion of leads after qualification criteria are met, integrating lead data from external sources and converting them automatically, or batch processing leads for conversion.

Properties

Output

The node outputs JSON data representing the result of the lead conversion operation. This typically includes details about the newly created entities (e.g., account or contact) that resulted from the conversion process. If the node supports binary data output, it would relate to any files or attachments associated with the converted lead, but this is not evident from the provided code.

Dependencies

• Requires connection to the EspoCRM API or compatible CRM backend.
• Needs an API key or authentication token configured in n8n credentials to authorize requests.
• The node depends on internal modules for descriptions and operations, indicating modular design but no external npm packages beyond those bundled.

Troubleshooting

• Common issues may include invalid or missing Lead ID, resulting in errors from the CRM API.
• Authentication failures if API credentials are incorrect or expired.
• Network connectivity problems preventing communication with the CRM server.
• Error messages likely reflect API response errors; users should verify the Lead ID exists and credentials are valid.
• Ensure the resource and operation selections match the input properties to avoid misconfiguration.

Links and References

• EspoCRM official documentation: https://www.espocrm.com/documentation/
• n8n documentation on creating custom nodes: https://docs.n8n.io/integrations/creating-nodes/