Actions12
Overview
This node integrates with the Vtiger CRM (Open Source) system, allowing users to perform various operations on CRM data via its webservice API. Specifically, the Create operation enables creating new records of a specified type in the CRM.
Typical use cases include automating the creation of leads, contacts, or other entities in Vtiger CRM based on triggers or workflows in n8n. For example, when a new form submission occurs on a website, this node can create a corresponding contact record in Vtiger automatically.
Properties
| Name | Meaning |
|---|---|
| Session Name | The active session identifier obtained from a prior login operation; required for authentication. |
| Element Type | The type of CRM entity to create (e.g., Contacts, Leads). |
| Element | A JSON object representing the data fields and values for the new CRM record to be created. |
Output
The node outputs a JSON object containing the response from the Vtiger CRM API after attempting to create the record. This typically includes success status, the ID of the newly created record, and any additional metadata returned by the API.
No binary data output is produced by this operation.
Dependencies
- Requires an active Vtiger CRM instance accessible via its webservice API.
- Needs credentials including the host URL, username, and access key for authentication.
- The node uses HTTP requests with
application/x-www-form-urlencodedcontent type to communicate with the API. - The "Session Name" must be obtained beforehand through the Login operation to authenticate subsequent requests.
Troubleshooting
- Invalid Session Name: If the session name is expired or incorrect, the API will reject the request. Ensure you perform a successful login operation first to obtain a valid session.
- Malformed Element JSON: The "Element" property must be a valid JSON object matching the expected structure for the specified element type. Invalid JSON or missing required fields may cause API errors.
- API Connectivity Issues: Network problems or incorrect host URLs will prevent communication with the Vtiger server.
- Unimplemented Operations: Some operations like "extend_session", "logout", and "sync" are not implemented and will throw errors if used.
- Error Messages: Errors returned by the API are passed through; check the message and code for details. Common issues include authentication failures, invalid parameters, or permission restrictions.