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Klipy

Interact with Klipy CRM API to manage contacts, companies, and interactions. Can be used as an AI tool for CRM operations.
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Overview

This node integrates with the Klipy CRM API to manage company data, including creating, retrieving, updating, and deleting companies. Specifically, the "Delete" operation for the "Company" resource allows users to remove a company record from their CRM system by specifying its unique ID.

Common scenarios where this node is beneficial include:

  • Automating cleanup of outdated or incorrect company records in your CRM.
  • Integrating with other workflows that require removing companies based on certain triggers or conditions.
  • Maintaining data hygiene by programmatically deleting companies no longer relevant to your business processes.

For example, you could use this node to delete a company after it has been marked as inactive in another system or when merging duplicate company entries.

Properties

Name Meaning
Company ID The unique identifier of the company to delete

Output

The output is a JSON object representing the response from the Klipy CRM API after attempting to delete the specified company. This typically includes confirmation of deletion or details about the deleted company. If multiple items were processed, an array of such objects is returned.

No binary data is output by this node.

Dependencies

  • Requires an API key credential for authenticating requests to the Klipy CRM API.
  • The base URL for the Klipy API must be configured in the credentials.
  • Uses HTTP methods (DELETE) via Axios library to communicate with the API.

Troubleshooting

  • Missing or invalid Company ID: Ensure the "Company ID" property is provided and correctly references an existing company.
  • Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
  • Base URL not set: The node will throw an error if the base URL is missing or empty in the credentials.
  • API errors: If the API returns an error (e.g., company not found), the node will throw an error unless "Continue On Fail" is enabled, in which case the error message will be included in the output.
  • Network issues: Check connectivity to the Klipy API endpoint.

Links and References

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