Actions40
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Overview
The node integrates with the Dalil AI API to manage "Note Relation" entities, specifically supporting the Update operation for note relations. This operation allows users to modify existing note relation records by updating fields such as linked note ID, person ID, company ID, opportunity ID, and custom properties associated with the note relation.
This node is beneficial in scenarios where you need to programmatically maintain or synchronize note relations within your CRM or data system, for example:
- Updating the association of a note to a different person, company, or opportunity.
- Modifying custom metadata fields on a note relation based on workflow logic.
- Adjusting the depth of related objects returned after an update for richer context.
Practical example: Automatically update a note relation's linked company when a company record changes, ensuring notes remain correctly associated.
Properties
| Name | Meaning |
|---|---|
| Note Relation ID | UUID string identifying the specific note relation to update. This is required to specify which note relation record will be modified. |
| Update Fields | Collection of fields to update on the note relation. Includes: • Company ID: UUID of the company to link to the note (leave empty if linking to person or opportunity). • Note ID: UUID of the note to link. • Opportunity ID: UUID of the opportunity to link (leave empty if linking to person or company). • Person ID: UUID of the person to link (leave empty if linking to company or opportunity). • Custom Properties: Additional custom fields specific to note relations, which vary depending on workspace configuration. Each custom property requires selecting a property name or ID and providing a value formatted according to the field type (text, select, date, boolean, etc.). |
| Depth Name or ID | Level of nested related objects to include in the response: • 0: Return only the primary note relation object. • 1: Include the note relation plus its directly related objects. • 2: Include the note relation, its direct relations, and their related objects. You can choose from the list or specify an expression. |
Output
The node outputs JSON data representing the updated note relation object as returned by the Dalil AI API. The structure includes all updated fields and, depending on the selected depth, may include nested related objects such as linked notes, persons, companies, or opportunities.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Dalil AI API via an API key credential configured in n8n.
- The node uses the Dalil AI REST API endpoints to perform PATCH requests for updating note relations.
- Custom properties depend on the workspace's metadata configuration accessible through the API.
Troubleshooting
- Invalid Note Relation ID: If the provided Note Relation ID does not exist or is malformed, the API will return an error. Ensure the UUID is correct and corresponds to an existing note relation.
- Invalid Custom Property Metadata: Errors may occur if custom property metadata is invalid or improperly formatted. Verify that custom property names/IDs are valid and values conform to expected types.
- API Authentication Errors: Ensure the API key credential is correctly set up and has sufficient permissions to update note relations.
- Depth Parameter Issues: Providing an unsupported depth value may cause unexpected results or errors. Use only the allowed options (0, 1, 2).
- Network or API Downtime: Network issues or Dalil AI API downtime will prevent successful updates. Check connectivity and API status.
Links and References
- Dalil AI API Documentation (hypothetical link as no direct URL provided)
- n8n Expressions Documentation - For using expressions in property fields like Depth or Custom Property IDs.
- UUID Format Reference - Understanding UUID strings used for IDs.
If you need details about other operations or resources, feel free to ask!