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Flowyteam

Custom node for Flowyteam API

Actions101

Overview

The node provides integration with the Flowyteam API to manage client information, specifically supporting operations such as creating, retrieving, updating, and deleting client records. The "Update" operation for the Client resource allows users to modify existing client details by specifying the client ID and new values for various fields.

This node is beneficial in scenarios where automated workflows need to keep client data up-to-date without manual intervention. For example, when a client's contact information changes or additional details become available, this node can update the record in Flowyteam automatically. It is useful in CRM automation, customer support systems, or any business process requiring synchronized client data management.

Properties

Name Meaning
Client ID The unique identifier of the client to update (required).
Name The updated name of the client (required).
Email The updated email address of the client (required).
Additional Fields Optional extra client details that can be updated:
- Address Complete client address (multi-line string).
- Company Name Name of the client's company.
- Facebook URL of the client's Facebook profile.
- GST Number Client's GST tax number.
- LinkedIn URL of the client's LinkedIn profile.
- Mobile Client's mobile phone number.
- Note Additional notes about the client (multi-line string).
- Send Welcome Email Boolean flag indicating whether to send a welcome email to the client (default true).
- Skype Client's Skype ID.
- Twitter Client's Twitter account handle.
- Website Client's website URL (must start with http:// or https://).

Output

The node outputs JSON data representing the updated client record as returned by the Flowyteam API. This typically includes all client fields after the update, such as the client ID, name, email, and any additional fields provided. The output can be used downstream in workflows for further processing or logging.

No binary data output is involved in this operation.

Dependencies

  • Requires an active connection to the Flowyteam API.
  • Needs an API authentication token configured in n8n credentials to authorize requests.
  • The node depends on the Flowyteam service being accessible and operational.

Troubleshooting

  • Common Issues:

    • Invalid or missing Client ID will cause the update to fail.
    • Providing improperly formatted email or URLs may result in validation errors from the API.
    • Network connectivity issues or incorrect API credentials will prevent successful updates.
  • Error Messages:

    • Errors indicating "Client not found" suggest the Client ID does not exist.
    • Authentication errors imply invalid or missing API credentials.
    • Validation errors may occur if required fields are missing or incorrectly formatted; ensure all required fields are provided and valid.
  • Resolution Tips:

    • Double-check the Client ID and ensure it corresponds to an existing client.
    • Verify API credentials and network access.
    • Validate input formats, especially for email and URLs.
    • Use the node's error output to inspect detailed API response messages.

Links and References

Discussion