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 various CRM-related resources, including notes. Specifically, for the Note resource and the Create operation, it allows users to create new notes in the Dalil AI system. This is useful for automating note-taking processes, such as logging meeting summaries, project updates, or call notes directly into your CRM.
Practical examples include:
- Automatically creating a note titled "Meeting Notes" after a calendar event ends.
- Logging customer call summaries as notes linked to contacts.
- Adding project update notes triggered by status changes in project management tools.
Properties
| Name | Meaning |
|---|---|
| Title | The title of the note (e.g., "Meeting Notes", "Project Update", "Call Summary"). Required. |
| Additional Fields | Optional extra fields for the note: |
| - Body | The content of the note in plain text or markdown format. It will be automatically formatted for rich text display. |
Output
The node outputs the created note object as JSON. This includes all properties returned by the Dalil AI API for the newly created note, such as its ID, title, body in rich text format, visibility settings, group association, creation metadata, and any other fields supported by the API.
No binary data output is involved.
Dependencies
- Requires an API key credential for authenticating with the Dalil AI API.
- The node uses the Dalil AI REST API endpoints under
/rest/notesto perform operations. - No additional environment variables are explicitly required beyond the API authentication setup.
Troubleshooting
- Invalid or missing title: Since the title is required, omitting it or providing an empty string will likely cause an error. Ensure the title field is filled.
- API request failures: Network issues or invalid API credentials can cause errors. Verify that the API key is valid and the Dalil AI service is reachable.
- Malformed markdown in Body: While the body supports markdown, incorrect formatting might lead to unexpected rendering. Validate markdown syntax if the note content looks wrong.
- Unexpected API response structure: If the API changes or returns unexpected data, the node may throw errors. Check for updates to the node or API documentation.
Links and References
- Dalil AI API Documentation (hypothetical link, replace with actual if available)
- Markdown guide for formatting note bodies: https://www.markdownguide.org/basic-syntax/
- n8n documentation on creating custom nodes: https://docs.n8n.io/integrations/creating-nodes/