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Wortic

Interact with Wortic CRM API - Complete automation for leads, clients, projects, invoices, support tickets and calendar events

Actions12

Overview

This node integrates with the Wortic CRM API to manage client records. Specifically, the "Client - Create" operation allows users to add new clients to their CRM system by providing essential details such as the client's name and email address. This is useful for automating client onboarding processes, syncing client data from other systems, or bulk-creating client entries in Wortic CRM.

Practical examples:

  • Automatically create a new client record when a form is submitted on your website.
  • Sync client information from an external database or spreadsheet into Wortic CRM.
  • Use in workflows that generate invoices or projects linked to newly created clients.

Properties

Name Meaning
Name The full name of the client to be created. This is a required field.
Email The email address of the client. This is a required field.

Output

The node outputs JSON data representing the response from the Wortic CRM API after creating the client. This typically includes the newly created client's details such as their unique ID and any other metadata returned by the API.

If the operation fails and "Continue On Fail" is enabled, the output will contain an error object with the error message.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Wortic CRM API.
  • The node expects the base URL of the Wortic API to be configured in the credentials.
  • HTTP POST requests are made to the API endpoint specified by the credential's URL.

Troubleshooting

  • Common issues:

    • Missing required fields ("Name" or "Email") will likely cause the API to reject the request.
    • Invalid or expired API key will result in authentication errors.
    • Network connectivity problems can cause request failures.
  • Error messages:

    • Errors returned from the API will be included in the node output if "Continue On Fail" is enabled.
    • Typical errors include validation errors for missing or malformed input data, or authorization errors due to invalid credentials.
  • Resolution tips:

    • Ensure all required properties are provided and correctly formatted.
    • Verify that the API key credential is valid and has necessary permissions.
    • Check network connectivity and API endpoint availability.

Links and References

  • Wortic CRM official API documentation (refer to Wortic's developer portal or API docs for detailed endpoints and data formats).
  • n8n documentation on using HTTP Request nodes and managing credentials.

Discussion