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Overview
This node interacts with the Oki-Toki API to retrieve CRM workflow analytics reports within a specified date range. It is useful for analyzing CRM processes over time, such as tracking performance metrics or workflow efficiency in a CRM system. For example, a user can generate a report on CRM process activities between two dates, optionally filtering by queue ID, project ID, or user ID, and limiting the number of results returned.
Use Case Examples
- Generate a CRM process report for a specific date range to analyze workflow efficiency.
- Filter CRM process reports by project ID to evaluate project-specific CRM activities.
Properties
| Name | Meaning |
|---|---|
| Date From | Start date for the report (YYYY-MM-DD) |
| Date To | End date for the report (YYYY-MM-DD) |
| Additional Fields | Optional filters and pagination settings for the report |
Output
JSON
json- The JSON response from the Oki-Toki API containing CRM process report data
Dependencies
- Requires an API key credential for Oki-Toki API authentication
Troubleshooting
- Ensure the API credentials are correctly configured and valid to avoid authentication errors.
- Verify that the dateFrom and dateTo parameters are provided and correctly formatted as YYYY-MM-DD.
- If filtering by queue ID, project ID, or user ID, ensure the IDs exist and are valid in the Oki-Toki system.
- Check the API endpoint URL and network connectivity if requests fail.
Links
- Oki-Toki CRM Process Report API - Official API endpoint documentation for CRM process reports
