Exante CRMInstall

Overview

This node integrates with the Exante CRM API to manage and retrieve data related to applications, documents, tags, and document types. Specifically, for the Application - Get Many operation, it fetches multiple application records from the CRM system with support for pagination, filtering by state, and additional custom filters.

Common scenarios where this node is useful include:

• Retrieving a list of applications for reporting or analysis.
• Fetching all applications in a certain state (e.g., "Waiting for Review") for workflow automation.
• Applying custom filters to narrow down applications based on specific field values.
• Handling large datasets by paginating through results or retrieving all available records.

Practical example:

• An insurance company automates their application review process by fetching all applications currently waiting for review and then triggering further processing steps in n8n.

Properties

Output

The node outputs an array of JSON objects representing application records retrieved from the Exante CRM API. Each item corresponds to one application and contains all relevant fields as returned by the API.

• When Return All is enabled, the node fetches and returns all matching applications across all pages.
• When disabled, it returns up to the specified Limit number of applications.
• The output does not include binary data.

Example output structure (simplified):

[
  {
    "json": {
      "id": "12345",
      "name": "Sample Application",
      "state": "waiting_for_review",
      "created_at": "2024-01-01T12:00:00Z",
      ...
    }
  },
  ...
]

If an error occurs during processing of individual items (in batch mode), the output may contain an error field describing the failure along with the original input item and attempt count.

Dependencies

• Requires an OAuth2 API credential configured in n8n for authenticating with the Exante CRM API.
• Supports connecting to predefined environments (Production, Staging) or a custom API URL with custom OAuth2 token endpoint.
• Uses internal helper classes for managing authentication tokens and making API requests.
• No other external dependencies beyond standard n8n credentials and HTTP request capabilities.

Troubleshooting

• Missing Custom URLs: If the environment is set to Custom but the Custom API URL or Custom Auth URL is empty, the node will throw an error indicating these are required.
• Invalid Pagination Parameters: Ensure that Page and Page Size are positive integers; otherwise, the API may reject the request.
• API Authentication Errors: If the OAuth2 token cannot be obtained or is invalid, the node will fail. Verify that the OAuth2 credentials are correctly configured and have necessary permissions.
• Filter Format Issues: Additional filters require valid field names and values. Incorrect or unsupported filters may result in empty responses or API errors.
• Batch Processing Errors: When processing multiple input items, transient errors trigger retries with exponential backoff. Persistent failures after retries will be reported in the output with error details.
• JSON Parsing Errors: For operations involving JSON input (not applicable here but relevant for tag creation), invalid JSON syntax will cause errors.

Links and References

• Exante CRM API Documentation (hypothetical link, replace with actual if available)
• n8n OAuth2 Credential Setup
• n8n Node Development Guide

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