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Exante CRM

Interact with Exante CRM API to manage applications, documents, and more

Actions11

Overview

This node integrates with the Exante CRM API, enabling users to manage various CRM resources such as applications, documents, tags, and document types. Specifically, the Application - Get operation retrieves detailed information about a single application by its unique ID.

Typical use cases include:

  • Fetching application details for review or processing within an automated workflow.
  • Integrating application data into other systems or reports.
  • Triggering subsequent actions based on application status or attributes.

For example, a user might retrieve an application’s data after a form submission to validate or enrich it before further processing.

Properties

Name Meaning
Environment Selects the API environment to connect to: Production, Staging, or Custom (custom URLs).
Custom API URL Base URL for the API when using a custom environment. The /api prefix is added automatically.
Custom Auth URL OAuth2 token endpoint URL for authentication in a custom environment.
Application ID The unique identifier of the application to retrieve. This is required for the "Get" operation.

Output

The node outputs JSON data representing the requested application object retrieved from the Exante CRM API. The structure corresponds to the application resource schema defined by the API, typically including fields such as application ID, status, applicant details, timestamps, and other metadata.

If multiple input items are processed, the output will be an array of JSON objects, each corresponding to one application retrieval result.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential configured with OAuth2 authentication to access the Exante CRM API.
  • Supports connecting to predefined environments (production, staging) or custom API endpoints via user-provided URLs.
  • The node internally manages OAuth2 token acquisition and refresh using the provided credentials and environment settings.

Troubleshooting

  • Missing Application ID: The node throws an error if the Application ID property is empty when performing the "Get" operation. Ensure this field is filled with a valid application identifier.
  • Invalid Custom URLs: When selecting the custom environment, both the Custom API URL and Custom Auth URL must be provided and valid URLs; otherwise, the node will error out.
  • Authentication Failures: Errors related to OAuth2 token acquisition may occur if credentials are invalid or expired. Verify that the API key credential is correctly set up and has necessary permissions.
  • API Connectivity Issues: Network errors or incorrect environment selection can cause failures. Confirm the environment setting matches the intended API endpoint.
  • Unexpected API Errors: The node retries failed requests up to three times with exponential backoff. Persistent errors will be reported with descriptive messages including the original error.

Links and References


This summary is based solely on static analysis of the provided source code and property definitions.

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