Actions11
Overview
This node integrates with the Exante CRM API to manage various CRM entities, including tag values. Specifically, the Create Tags operation under the Tag Value resource allows users to create multiple tag values associated with CRM objects such as applications or documents.
Typical use cases include:
- Automatically tagging CRM records with metadata or classification labels.
- Bulk creation of tags for multiple objects in a single workflow run.
- Enriching CRM data by adding custom tags based on external triggers or data sources.
For example, you might use this node to add registration numbers or company names as tags to application records after processing them in another system.
Properties
| Name | Meaning |
|---|---|
| Environment | Selects the API environment to connect to. Options: Production, Staging, or Custom (where you specify your own API URLs). |
| Custom API URL | When using a Custom environment, specify the base URL of the API here. The /api prefix will be appended automatically. |
| Custom Auth URL | When using a Custom environment, specify the OAuth2 token endpoint URL for authentication. |
| Tag Values Data (JSON) | Provide tag values as a JSON array string. This is an alternative to using form fields. Example format: [{"tag": "example", "text_value": "value", "object_id": 123, "model": "application"}]. |
| Tag Values Data (Form) | Provide tag values using form fields. Supports multiple entries, each with: Date Value (ISO datetime), Model (e.g., "application" or "document"), Object ID (numeric ID of the object to tag), Tag name, and Text Value. |
Output
The node outputs an array of JSON objects representing the created tag values as returned by the Exante CRM API. Each output item corresponds to one tag value created.
If errors occur during processing individual items, the output includes error details per item, allowing partial success reporting.
No binary data is produced by this operation.
Dependencies
- Requires an API key credential configured with OAuth2 authentication to access the Exante CRM API.
- The node supports connecting to predefined environments (Production, Staging) or a Custom environment where you must provide both the API base URL and the OAuth2 token URL.
- No additional external dependencies beyond the Exante CRM API and proper credentials.
Troubleshooting
- Invalid JSON format in Tag Values Data (JSON): If providing tag values via JSON, ensure the JSON syntax is correct and that the data is an array of objects.
- Missing required fields: The node validates that each tag value has a tag name, a valid numeric object ID, and a model type. Missing or invalid values will cause errors.
- Custom environment requires URLs: When selecting the Custom environment, both the Custom API URL and Custom Auth URL must be provided; otherwise, the node throws an error.
- API authentication failures: Ensure the OAuth2 credentials are correctly set up and have valid tokens.
- Batch processing errors: The node processes input items in batches with retries. Persistent failures may indicate invalid data or API issues.
Links and References
- Exante CRM API Documentation (hypothetical link, replace with actual if available)
- OAuth2 Authentication concepts: https://oauth.net/2/
- n8n Documentation on Credentials: https://docs.n8n.io/credentials/overview/
This summary is based solely on static analysis of the provided source code and property definitions.