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BookedIn

Interact with BookedIn AI agents, leads, campaigns, strategies, lists, and human messaging

Overview

The node enables interaction with the BookedIn platform's "Strategy" resource, specifically allowing users to execute a predefined strategy for a given lead. Executing a strategy typically means applying a sequence of automated actions or workflows defined in that strategy to the specified lead.

This operation is useful in scenarios such as automating marketing or sales outreach sequences tailored to individual leads, triggering multi-step engagement plans, or running complex lead nurturing processes without manual intervention.

Example use case:
A sales team wants to automatically run a follow-up and qualification sequence (the strategy) on a new lead imported into their CRM. By executing the strategy for that lead via this node, the entire workflow can be triggered programmatically within an n8n automation.


Properties

Name Meaning
Strategy ID The unique identifier of the strategy to execute.
Lead ID The unique identifier of the lead for whom the strategy will be executed.

Output

  • The output json field contains the response from the BookedIn API after executing the strategy. This typically includes details about the execution status, any resulting data or messages related to the strategy run, and confirmation that the strategy was applied to the lead.
  • The exact structure depends on the BookedIn API response but generally confirms success or failure and may include metadata about the execution.
  • The node does not output binary data.

Dependencies

  • Requires an active connection to the BookedIn API using an API key credential configured in n8n.
  • The node uses HTTP requests authenticated with this API key to communicate with the BookedIn service.
  • No additional environment variables are required beyond the API authentication setup.

Troubleshooting

  • Common issues:

    • Invalid or missing Strategy ID or Lead ID parameters will cause errors.
    • Network connectivity problems or invalid API credentials will result in authentication or request failures.
    • Malformed JSON or unexpected API responses could cause execution errors.
  • Error messages and resolutions:

    • "Invalid JSON format in strategy configuration": Ensure that any JSON input fields are correctly formatted.
    • "Phone number must be in international format starting with +": Although not directly relevant here, similar validation errors may appear if other resources are used incorrectly.
    • API errors returned by BookedIn (e.g., 404 Not Found if IDs do not exist): Verify that the provided Strategy ID and Lead ID are correct and exist in the BookedIn system.
    • "At least one field must be provided to update a lead": Not applicable here but indicates required fields are missing in other operations.

Links and References

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