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Utilize the Accelo API

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Overview

The Accelo - Affiliation: Get operation node allows you to search and retrieve affiliation records from the Accelo platform. This is useful for automating workflows that require looking up affiliations based on various criteria such as name, contact details, or status. Common scenarios include syncing affiliation data with other systems, enriching CRM records, or filtering affiliations for reporting purposes.

Practical examples:

  • Searching for affiliations by email or name to check if a contact already exists.
  • Filtering affiliations by company or status for targeted communications.
  • Retrieving detailed profile information for specific affiliations.

Properties

Name Meaning
Search Search the affiliation's first name, surname, fax, phone, mobile, and email. Enter a term to perform a broad search across these fields.
Get Profile Data Whether to get additional profile data. If enabled, the response will include more detailed information about each affiliation.
Filters Filter the companies request. You can add one or more of the following filters:
- Affiliation ID: Filter by a specific affiliation ID.
- Email: Filter by email address.
- Company ID: Filter by company.
- Contact ID: Filter by contact.
- Status Name or ID: Filter by affiliation status (choose from list or specify an ID).

Output

The output is a JSON object (or array of objects) representing the retrieved affiliation(s). The structure typically includes:

  • id: Unique identifier of the affiliation.
  • email: Email address associated with the affiliation.
  • company: Company ID linked to the affiliation.
  • contact: Contact ID linked to the affiliation.
  • status: Status of the affiliation (name or ID).
  • profile: (If "Get Profile Data" is enabled) Additional profile details related to the affiliation.

Note: The exact fields may vary depending on the filters used and whether profile data is requested.

Dependencies

  • External Service: Requires access to the Accelo API.
  • n8n Credentials: Must configure acceloApi credentials in n8n for authentication.
  • Environment: No special environment variables required beyond standard n8n setup.

Troubleshooting

  • Missing or Invalid Credentials:
    Error message: "No credentials found" or "Invalid API key".
    Resolution: Ensure that the acceloApi credential is set up correctly in n8n.

  • No Results Returned:
    Possible causes: Search/filter criteria too restrictive, or no matching affiliations exist.
    Resolution: Broaden your search terms or adjust filter values.

  • API Rate Limits or Errors:
    Error message: "429 Too Many Requests" or similar.
    Resolution: Check Accelo API rate limits and reduce request frequency if necessary.

  • Invalid Filter Values:
    Error message: "Invalid parameter" or "Bad Request".
    Resolution: Double-check that IDs and emails are entered correctly and correspond to existing records.

Links and References

Discussion