Actions101
- Attendance Actions
- Client Actions
- Department Actions
- Designation Actions
- Employee Actions
- Holiday Actions
- KPI Actions
- KPI Category Actions
- KPI Data Actions
- Lead Actions
- Leave Actions
- OKR Key Result Actions
- OKR Objective Actions
- Performance Cycle Actions
- Project Actions
- Project Category Actions
- Task Actions
- Task Category Actions
- Ticket Actions
- Ticket Agent Actions
- Ticket Channel Actions
- Ticket Type Actions
Overview
This node integrates with the Flowyteam API to manage client information within an automation workflow. Specifically, the Client - Create operation allows users to add new clients to their Flowyteam account by providing essential details such as the client's name and email, along with optional additional information.
Common scenarios where this node is beneficial include:
- Automating client onboarding processes by creating client records automatically when a new lead is captured.
- Synchronizing client data from other systems or forms into Flowyteam without manual entry.
- Triggering welcome emails or notifications upon client creation.
For example, after receiving a new client inquiry via a web form, this node can create the client record in Flowyteam and optionally send a welcome email.
Properties
| Name | Meaning |
|---|---|
| Name | The full name of the client to be created (required). |
| The client's email address (required). | |
| Additional Fields | Optional extra information about the client, including: |
| - Address | Complete postal address of the client. |
| - Company Name | Name of the company the client is associated with. |
| URL to the client's Facebook profile. | |
| - GST Number | Client's GST tax number. |
| URL to the client's LinkedIn profile. | |
| - Mobile | Client's mobile phone number. |
| - Note | Additional notes or comments about the client. |
| - Send Welcome Email | Boolean flag indicating whether to send a welcome email to the client upon creation (default: true). |
| - Skype | Client's Skype ID. |
| Client's Twitter handle or account URL. | |
| - Website | Client's website URL (must start with http:// or https://). |
Output
The node outputs JSON data representing the newly created client object as returned by the Flowyteam API. This typically includes the client's unique identifier, name, email, and any additional fields that were set.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the Flowyteam API using an API key credential configured in n8n.
- The node depends on the Flowyteam API being accessible and the credentials having permissions to create client records.
Troubleshooting
- Missing Required Fields: If "Name" or "Email" are not provided, the node will likely throw an error. Ensure these required fields are filled.
- Invalid Email Format: Providing an improperly formatted email may cause the API to reject the request.
- API Authentication Errors: If the API key credential is invalid or missing, authentication errors will occur.
- Website URL Validation: The "Website" field must start with "http://" or "https://". Omitting this may cause validation errors.
- Network Issues: Connectivity problems with the Flowyteam API endpoint will result in request failures.
- Welcome Email Sending: If "Send Welcome Email" is enabled but email sending fails, check the Flowyteam account's email configuration.
To resolve errors, verify input data correctness, ensure valid API credentials, and confirm network connectivity.
Links and References
- Flowyteam API Documentation (general reference for API endpoints)
- n8n Documentation - Creating Custom Nodes
- Email Validation Best Practices