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VICIdial

Interact with VICIdial Non-Agent API

Overview

This node interacts with a Lead Management API to perform a "Lead Status Search" operation. It allows users to query lead statuses based on various criteria such as status, date, lead ID, and other optional filters. This is useful in scenarios where you want to retrieve leads that match specific status conditions for reporting, follow-up actions, or integration with other systems.

Practical examples include:

  • Searching for all leads with a particular status on a given date.
  • Filtering leads by list ID or archived status.
  • Including custom fields in the search results for more detailed information.

Properties

Name Meaning
Function The API function to call; fixed to "Lead Status Search" for this operation.
User API user credential used for authentication.
Pass API password credential used for authentication.
Source Description of what originated the API call (default: "n8n").
Status Lead status to filter the search by (required).
Date Date in YYYY-MM-DD format to filter the search (required).
Lead Id Optional lead identifier to narrow down the search.
Custom Fields Whether to include custom fields in the response; options are "Y" (yes) or "N" (no).
List Id Optional list identifier to filter leads belonging to a specific list.
Archived Lead Whether to include archived leads; options are "Y" (yes) or "N" (no).

Output

The node outputs JSON data containing the results of the lead status search query. The structure typically includes details about each lead matching the search criteria, such as lead identifiers, status, dates, and optionally custom fields if requested.

If the API supports binary data output, it is not indicated here, so the output is expected to be purely JSON.

Dependencies

  • Requires an API key credential consisting of a username and password for authenticating with the Lead Management API.
  • The node uses HTTP requests to communicate with the external Lead Management service.
  • Proper configuration of credentials and endpoint URLs within n8n is necessary.

Troubleshooting

  • Authentication errors: Ensure that the provided API user and password are correct and have sufficient permissions.
  • Invalid date format: The "Date" property must be in YYYY-MM-DD format; otherwise, the API may reject the request.
  • Missing required fields: The "Status" and "Date" properties are mandatory; omitting them will likely cause errors.
  • Empty or no results: If no leads match the criteria, the output may be empty; verify the filter values.
  • API connectivity issues: Check network access and endpoint URL correctness.

Links and References

  • Refer to your Lead Management API documentation for detailed descriptions of the "lead_status_search" function and its parameters.
  • n8n documentation on creating and using HTTP Request nodes for similar API integrations.

Discussion