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 Get operation, it retrieves detailed information about a single note identified by its unique Note ID. The node supports specifying the depth of related nested objects to include in the response, allowing users to fetch just the note or also its related entities up to two levels deep.
Typical use cases include:
- Fetching detailed information about a specific note for display or processing.
- Retrieving associated data linked to the note (e.g., related contacts or companies) by adjusting the depth parameter.
- Integrating note data into workflows that require contextual information from related records.
Example: You have a workflow triggered by an event and want to enrich it with full details of a particular note, including its direct relations. Using this node with Resource "Note" and Operation "Get", you provide the Note ID and set Depth to 1 to retrieve the note plus its directly related objects.
Properties
Name | Meaning |
---|---|
Note ID | UUID string identifying the specific note to retrieve. |
Depth Name or ID | Level of nested related objects to include in the response: |
- 0: Returns only the primary note information.
- 1: Returns the note plus its directly related objects.
- 2: Returns the note, its directly related objects, and their related objects.
Options are selectable from a list or can be specified dynamically via expressions. |
Output
The node outputs JSON data representing the requested note object. The structure includes all standard fields of the note and, depending on the selected depth, may include nested related objects such as linked people, companies, or other entities connected to the note.
No binary data output is produced by this operation.
Example output JSON snippet (simplified):
{
"id": "note-uuid",
"title": "Meeting Notes",
"bodyV2": {
"markdown": "Detailed meeting notes here...",
"blocknote": { /* formatted blocknote content */ }
},
"position": 1,
"visibilityLevel": 2,
"groupId": "group-uuid",
"createdBy": {
"source": "MANUAL"
},
"relatedObjects": {
/* nested related objects depending on depth */
}
}
Dependencies
- Requires an active connection to the Dalil AI API.
- Needs an API key credential configured in n8n for authentication.
- The node uses internal helper functions to format text and process custom properties.
- No additional external dependencies beyond the Dalil AI API and n8n environment.
Troubleshooting
- Invalid Note ID: If the provided Note ID is not a valid UUID or does not exist, the API will return an error. Verify the Note ID correctness.
- Depth Parameter Issues: Providing an invalid depth value (outside 0,1,2) may cause unexpected results or errors. Use the provided options or valid expressions.
- API Authentication Errors: Ensure the API key credential is correctly set up and has sufficient permissions.
- Unexpected API Response Structure: If the API changes or returns malformed data, the node may throw errors indicating unexpected response structure.
- Network or Connectivity Problems: Check network access to the Dalil AI API endpoint.
To resolve errors, verify input parameters, check credentials, and consult API documentation or logs for more details.
Links and References
- Dalil AI API Documentation (hypothetical link as not provided)
- n8n Expressions Documentation
- UUID Format Reference