Actions12
Overview
This node integrates with the Wortic CRM API to manage leads within a CRM system. Specifically, for the Lead - Create operation, it allows users to create new lead records by providing essential lead information such as name, email, phone number, and company. This is useful in scenarios where businesses want to automate the process of adding potential customer contacts into their CRM from various sources or workflows.
Practical examples include:
- Automatically creating leads from form submissions on a website.
- Importing lead data from other marketing tools or databases.
- Adding new prospects captured during events or campaigns directly into the CRM.
Properties
| Name | Meaning |
|---|---|
| Name | The full name of the lead to be created. |
| The email address of the lead; used for contact and identification. | |
| Phone | (Optional) The phone number of the lead. |
| Company | (Optional) The company or organization the lead is associated with. |
Output
The node outputs JSON data representing the response from the Wortic CRM API after attempting to create the lead. This typically includes details of the newly created lead record, such as its unique ID and any other metadata returned by the API.
If an error occurs and the node is configured to continue on failure, the output will contain an error field with the error message describing what went wrong.
The node does not output binary data.
Dependencies
- Requires an active connection to the Wortic CRM API.
- Needs an API key credential for authentication, which must be configured in n8n credentials.
- The base URL for the API is taken from the configured credentials.
- HTTP requests are made using POST method with JSON payloads.
Troubleshooting
Common issues:
- Missing required fields (
NameorEmail) will likely cause the API to reject the request. - Invalid or expired API key will result in authentication errors.
- Network connectivity problems can prevent successful API calls.
- Missing required fields (
Error messages:
- Errors returned from the API will be included in the node output if "Continue On Fail" is enabled.
- Typical errors might include validation failures (e.g., invalid email format), unauthorized access, or server errors.
Resolutions:
- Ensure all required properties are provided and correctly formatted.
- Verify that the API key credential is valid and has necessary permissions.
- Check network settings and API endpoint availability.
Links and References
- Wortic CRM official API documentation (refer to your Wortic CRM provider's resources)
- n8n HTTP Request node documentation for understanding request structure
- General CRM lead management best practices