Overview
This node creates an appointment and a related sales opportunity in a CRM system using provided details such as contact, calendar, pipeline, and timing information. It is useful for automating scheduling workflows where appointments need to be logged alongside sales opportunities, ensuring both are created simultaneously and linked properly.
Typical use cases include:
- Automatically scheduling client meetings and creating corresponding sales opportunities.
- Integrating calendar events with CRM pipelines to track potential deals.
- Managing appointments and opportunities centrally from workflow automation.
For example, when a new lead is qualified, this node can schedule a meeting on a selected calendar and create an opportunity in the specified sales pipeline stage, streamlining sales processes.
Properties
| Name | Meaning |
|---|---|
| API Token (Pit-Token) | Bearer authentication token required to authorize API requests. |
| Location ID | Unique identifier of the account/location where the appointment and opportunity will be created. |
| Calendarios. Name or ID | Calendar where the appointment will be created. Choose from a loaded list or specify an ID via expression. |
| Fecha Y Hora De Inicio de la cita | Start date and time of the appointment. |
| Fecha Y Hora De Fin de la cita (opcional) | Optional end date and time of the appointment. |
| Zona horaria | Timezone for the appointment's start and end times. Choose from a loaded list of valid timezones. |
| Titulo de cita | Title of the appointment. |
| Nombre de oportunidad | Name of the sales opportunity. If not provided, the appointment title will be used. |
| Pipeline. Name or ID | Sales pipeline where the opportunity will be created. Choose from a loaded list or specify an ID via expression. |
| Stage Name or ID | Stage within the selected pipeline where the opportunity will be placed. Choose from a loaded list or specify an ID via expression. |
| Contact ID | Identifier of the contact for whom the appointment is scheduled. |
Output
The node outputs a single JSON object per input item containing two main fields:
appointment: The response data from the appointment creation API call, representing the newly created calendar event.opportunity: The response data from the opportunity upsert API call, representing the created or updated sales opportunity linked to the appointment.
No binary data is output by this node.
Dependencies
- Requires an API token credential for authenticating requests to the external CRM/calendar service.
- Needs access to the external service endpoints at
https://services.leadconnectorhq.com. - The node dynamically loads options for calendars, pipelines, stages, and timezones via API calls.
- Timezone handling depends on the
moment-timezoneandluxonlibraries bundled with the node.
Troubleshooting
- Missing Required Fields: Errors occur if any of these fields are empty:
contactId,calendarId,locationId,pipelineId, ortimezone. Ensure all mandatory inputs are provided. - Invalid Timezone: If the timezone is invalid or unrecognized, the node throws an error. Select a valid timezone from the provided list.
- Start Time Before Current Time: The appointment start time cannot be earlier than the current time; otherwise, an error is raised.
- End Time Before Start Time: If an end time is provided, it must not be before the start time.
- API Request Failures: Errors during appointment or opportunity creation return messages from the external API. Check the API token validity, network connectivity, and input data correctness.
- Empty or Incorrect IDs: Using incorrect or non-existent IDs for calendars, pipelines, or stages may cause failures. Use the node’s option loaders to select valid values.