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Overview

The node provides functionality to retrieve a specific CRM Template by its unique key (Name) from the 3CX telephony system. This operation is useful when you want to fetch detailed information about a particular CRM template configured in 3CX, for example, to display or process template data within an automation workflow.

Common scenarios include:

  • Fetching a CRM template to customize call handling based on template details.
  • Integrating CRM template data into other systems or reports.
  • Using template properties dynamically in communication workflows.

Properties

Name Meaning
Name The unique key (Name) of the CRM Template to retrieve. Supports expressions like {{$json.Name}}.
Options Additional query options:
- $select Comma-separated list of properties to return (e.g., Id,Name).
- $expand Comma-separated list of related entities to expand and include in the response.

Output

The output contains a JSON object representing the requested CRM Template entity with the selected properties. If $select is used, only those specified fields are included. If $expand is used, related entities are also embedded in the output.

No binary data output is expected from this node.

Dependencies

  • Requires an API key credential for authenticating with the 3CX telephony system.
  • The node uses the base URL configured in the credentials to send requests to the 3CX API.
  • Proper configuration of the 3CX server URL and OAuth2 authentication token is necessary.

Troubleshooting

  • Error: Template not found — Ensure the "Name" property matches an existing CRM Template key exactly.
  • Authentication errors — Verify that the API key or OAuth2 token is valid and has sufficient permissions.
  • Invalid query parameters — Check the syntax of $select and $expand options; they must be comma-separated lists of valid property names.
  • Network issues — Confirm connectivity to the 3CX server URL and that it is correctly set without trailing slashes.

Links and References

  • 3CX API documentation (refer to CRM Templates section)
  • n8n documentation on using HTTP Request nodes and expression syntax

Discussion