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Interact with hotcalls.ai workspace endpoints
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Overview

This node interacts with the hotcalls.ai workspace API to perform operations related to agents and leads. Specifically, the 'Create Lead' operation allows users to create a new lead and assign it to an agent within the hotcalls.ai workspace. This is useful for automating lead management workflows, such as adding new potential customers to a sales pipeline and associating them with specific agents for follow-up.

Use Case Examples

  1. Automatically create a lead in hotcalls.ai when a new contact is added in a CRM system.
  2. Assign incoming leads from a web form to specific agents based on predefined criteria.

Properties

Name Meaning
Agent Name or ID Select or specify the ID of the agent to whom the lead will be assigned. The ID must be a valid UUID.
First Name The first name of the lead to be created.
Last Name The last name of the lead to be created.
User Email The email address of the lead to be created.
Phone Number The phone number of the lead to be created.

Output

JSON

  • json
    • agent_id - The UUID of the agent assigned to the lead.
    • first_name - The first name of the created lead.
    • last_name - The last name of the created lead.
    • user_email - The email address of the created lead.
    • phone_number - The phone number of the created lead.

Dependencies

  • Requires an API key credential for hotcalls.ai to authenticate requests to the workspace endpoints.

Troubleshooting

  • Ensure the Agent ID is a valid UUID; otherwise, the node will throw an error indicating the Agent ID must be a valid UUID.
  • If the API request fails, check the API key credential and network connectivity to hotcalls.ai.
  • If the node is set to continue on fail, errors for individual items will be returned in the output JSON under an 'error' property.

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