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Amocrm

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Overview

This node links an unsorted item in AmoCRM to a specified entity, such as a lead or customer. It is useful for organizing and associating unsorted data items with relevant CRM records, helping maintain data integrity and streamline CRM workflows. For example, you can link an unsorted email or contact to a lead or customer record automatically.

Use Case Examples

  1. Link an unsorted email to a lead by specifying the unsorted item's UID, the entity type as 'Lead', and the lead's ID.
  2. Associate an unsorted contact with a customer record by providing the unsorted UID, selecting 'Customer' as the entity type, and entering the customer ID.

Properties

Name Meaning
Authentication Method used to authenticate with AmoCRM, either Long Lived Token or OAuth2.
Unsorted UID The unique identifier of the unsorted item to link.
Entity Type The type of entity to link the unsorted item to, either a Lead or Customer.
Entity ID The ID of the entity (lead or customer) to link the unsorted item to.
Options Additional optional parameters for linking, including user ID and contact ID.

Output

JSON

  • linked - Indicates whether the unsorted item was successfully linked to the specified entity.
  • entityType - The type of entity the unsorted item was linked to (lead or customer).
  • entityId - The ID of the entity the unsorted item was linked to.

Dependencies

  • Requires AmoCRM API access with either a long-lived token or OAuth2 authentication.

Troubleshooting

  • Ensure the Unsorted UID is correct and exists in AmoCRM; otherwise, linking will fail.
  • Verify that the Entity ID corresponds to an existing lead or customer in AmoCRM.
  • Authentication errors may occur if the token or OAuth2 credentials are invalid or expired; refresh or update credentials as needed.

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