Oki-Toki icon

Oki-Toki

Interact with Oki-Toki API (Calls, Contacts, Dialers, Lists, Reports, Users)

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

  1. Generate a CRM process report for a specific date range to analyze workflow efficiency.
  2. 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

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