Overview
This node integrates with SuiteCRM, an open-source CRM system, allowing users to perform various actions on CRM modules such as retrieving, creating, updating, and deleting entities, as well as fetching relationships between entities. It is useful for automating CRM data management tasks, such as syncing customer data, managing relationships, or updating records programmatically.
Use Case Examples
- Retrieve a list of contacts with specific filters.
- Create a new lead in the CRM.
- Update an existing account's information.
- Delete a record from a module like Opportunities or Cases in SuiteCRM.
Properties
| Name | Meaning |
|---|---|
| Module | The SuiteCRM module on which to perform the action, e.g., Contacts, Accounts, Leads. |
| Action | The action to perform on the selected module, such as get, getRelationship, create, update, or delete. |
| Description | Optional description for the node. |
| Bean ID | The unique identifier of the entity (bean) to update, delete, or get relationships for. Required for these actions. |
| Relationship Name | The name of the relationship to fetch when performing the getRelationship action. |
| Fields | Fields and their values to filter on (for get), or to set (for create and update). Supports multiple fields with operators for filtering. |
Output
JSON
*- The JSON response from SuiteCRM API representing the requested or modified entities or relationships.
Dependencies
- Requires SuiteCRM API credentials for authentication.
Troubleshooting
- Ensure the SuiteCRM API credentials are correctly configured and valid.
- Verify that the module and relationship names exist in the SuiteCRM instance.
- Check that the Bean ID is correct and corresponds to an existing entity when updating, deleting, or fetching relationships.
- For filtering fields, ensure the field names and operators are valid for the selected module.
Links
- SuiteCRM Documentation - Official documentation for SuiteCRM, useful for understanding modules, relationships, and API usage.