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Overview
This node interacts with the Oki-Toki API to retrieve CRM workflow analytics reports. Specifically, the 'CRM Process' operation fetches analytics data about CRM workflows within a specified date range, optionally filtered by queue ID, project ID, or user ID. This node is useful for businesses wanting to analyze CRM process performance and gain insights into their customer relationship management activities over time.
Use Case Examples
- A user wants to generate a report on CRM process analytics for the last month to evaluate workflow efficiency.
- A business needs to filter CRM process data by a specific project ID to assess project-related customer interactions.
- An analyst requires CRM process data between two custom dates to monitor changes in workflow performance.
Properties
| Name | Meaning |
|---|---|
| Date From | Start date for the report, specifying the beginning of the date range for CRM process analytics. |
| Date To | End date for the report, specifying the end of the date range for CRM process analytics. |
| Additional Fields | Optional filters and parameters for the report, including limit on number of results, offset for pagination, and filters by queue ID, project ID, or user ID. |
Output
JSON
json- The JSON response from the Oki-Toki API containing CRM process analytics data.
Dependencies
- Oki-Toki API with an API key credential
Troubleshooting
- Ensure the API credentials are correctly configured and valid to avoid authentication errors.
- Verify that the date range parameters ('Date From' and 'Date To') are provided and correctly formatted as they are required fields.
- If filtering by queue ID, project ID, or user ID, ensure the IDs exist and are valid to avoid empty or error responses.
- Check network connectivity and API endpoint availability if requests fail.
Links
- Oki-Toki API Documentation - Official API documentation for Oki-Toki, useful for understanding available endpoints and parameters.