Actions40
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Overview
This node integrates with the Dalil AI API to manage company data within a CRM or business management system. Specifically, the Company - Update operation allows users to update details of an existing company record by specifying its unique identifier and the fields to modify.
Common scenarios for this node include:
- Keeping company records up-to-date with the latest information such as address changes, ownership updates, or financial metrics.
- Automating workflows that synchronize external data sources with your CRM.
- Enriching company profiles with custom properties or social media links.
For example, you might use this node to update a company's address after receiving new location data, or to adjust the annual recurring revenue figure based on recent sales reports.
Properties
Name | Meaning |
---|---|
Company ID | UUID string identifying the company to update. This is required to specify which company record will be modified. |
Update Fields | A collection of fields to update on the company record. These include: |
- Account Owner ID | UUID of the team member responsible for managing the company account. |
- Address City | City name (e.g., "New York", "San Francisco"). |
- Address Country | Country name (e.g., "United States", "Canada"). |
- Address Latitude | Geographic latitude coordinate in decimal degrees (e.g., 40.7128). |
- Address Longitude | Geographic longitude coordinate in decimal degrees (e.g., -74.0060). |
- Address Postcode | Postal or ZIP code (e.g., "10001", "94105"). |
- Address State | State, province, or region (e.g., "California", "Ontario"). |
- Address Street 1 | Primary street address line (e.g., "123 Main Street"). |
- Address Street 2 | Secondary street address line (suite, floor, etc.). |
- Annual Recurring Revenue Amount | ARR amount in micros (e.g., 1000000 = $1.00). |
- Company Name | The company’s name (e.g., "Acme Corp"). |
- Created By Source Name or ID | Source indicating how the company was created (e.g., "EMAIL", "MANUAL", "IMPORT"). Options are loaded dynamically from the API metadata. |
- Currency Code | Three-letter currency code for ARR (e.g., "USD", "EUR"). |
- Custom Properties | Workspace-specific custom fields. Values depend on field type and can include text, multi-select options, booleans, dates, etc. Users select property names/IDs and provide corresponding values. |
- Domain Name Label | Display label for the company website link (e.g., "Corporate Website"). |
- Domain Name URL | URL of the company website (used to fetch company icon). |
- Employees | Total number of employees (minimum 1). |
- Ideal Customer Profile | Boolean indicating if the company matches ideal customer profile criteria. |
- Industry | Industry or business sector (e.g., "Technology", "Healthcare"). |
- Intro Video Label | Label for an introductory video (e.g., "Company Overview"). |
- Intro Video URL | URL to a company introduction video (e.g., YouTube link). |
- LinkedIn Label | Label for the LinkedIn profile link (e.g., "Official LinkedIn"). |
- LinkedIn URL | URL to the company’s LinkedIn page. |
- Tagline | Company tagline or slogan (e.g., "Innovation at its finest"). |
- Visa Sponsorship | Boolean indicating if the company offers visa sponsorship. |
- Work Policy Names or IDs | Multi-select options for work policies like "ON_SITE", "HYBRID", "REMOTE_WORK". Options are dynamically loaded from API metadata. |
- X (Twitter) Label | Label for the Twitter (X) profile link (e.g., "Official Twitter"). |
- X (Twitter) URL | URL to the company’s Twitter (X) profile. |
Depth Name or ID | Level of nested related objects to include in the response: 0 (company only), 1 (company + direct relations), 2 (company + relations + their relations). Options are dynamically loaded or can be specified via expression. |
Output
The node outputs JSON data representing the updated company object returned by the Dalil AI API. The structure includes all updated fields and may also contain nested related objects depending on the depth
parameter.
- The output JSON reflects the current state of the company after the update.
- No binary data output is produced by this operation.
Example output snippet (simplified):
{
"id": "uuid-of-company",
"name": "Updated Company Name",
"address": {
"addressStreet1": "123 New St",
"addressCity": "New York",
"addressCountry": "United States"
},
"annualRecurringRevenue": {
"amountMicros": 50000000,
"currencyCode": "USD"
},
"linkedinLink": {
"primaryLinkUrl": "https://linkedin.com/company/example",
"primaryLinkLabel": "Official LinkedIn",
"secondaryLinks": []
},
...
}
Dependencies
- Requires an active connection to the Dalil AI API.
- An API key credential must be configured in n8n to authenticate requests.
- The node uses internal helper functions to parse and process custom property metadata.
- Dynamic option loading depends on API endpoints providing metadata about custom fields and enumerations.
Troubleshooting
Invalid Property Metadata Error:
Occurs if a custom property specified does not match expected metadata format.
Resolution: Verify that the custom property is selected from the provided list or correctly formatted when using expressions.API Response Structure Errors:
If the API returns unexpected data, the node throws errors indicating malformed responses.
Resolution: Check API availability and credentials; ensure the Dalil AI service is operational.Missing Required Fields:
ThecompanyId
is mandatory for update operations. Omitting it will cause errors.
Resolution: Always provide a valid UUID for the company to update.Depth Parameter Misuse:
Providing invalid depth values may result in incomplete or excessive data.
Resolution: Use 0, 1, or 2 as per documentation.Network or Authentication Failures:
Standard HTTP errors may occur if the API key is invalid or network connectivity is lost.
Resolution: Confirm API key validity and network access.
Links and References
- Dalil AI API Documentation (hypothetical link)
- n8n Expressions Documentation
- Working with Custom Properties in Dalil AI (hypothetical link)