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 Many operation, it retrieves multiple note records from the Dalil AI system. It supports fetching all notes or a limited subset, with options to filter, sort, and control the depth of related nested objects included in the response.
Typical use cases include:
- Retrieving a list of notes for reporting or analysis.
- Synchronizing notes data into other systems.
- Filtering notes based on specific criteria such as title or visibility.
- Sorting notes by creation date or other fields.
- Controlling how much related data is returned (e.g., just notes or notes plus related entities).
Example: Fetching all notes created recently, sorted by creation date descending, including their direct relations.
Properties
Name | Meaning |
---|---|
Return All | Boolean flag indicating whether to return all matching notes or limit the number of results. |
Limit | Maximum number of notes to return if "Return All" is false. Must be at least 1. Default is 50. |
Options | Additional options to customize the query: |
Order By | String to specify sorting order of results. Format: "field1,field2[Direction]" . Directions can be AscNullsFirst , AscNullsLast , DescNullsFirst , DescNullsLast . Example: "createdAt,title[DescNullsLast]" . |
Filter | String to filter results using field conditions. Format: "field[comparator]:value" . Comparators include eq , neq , in , gt , gte , lt , lte , startsWith , like , ilike , is (for NULL/NOT_NULL). Example: "title[like]:Meeting,visibilityLevel[gte]:2" . |
Depth Name or ID | Level of nested related objects to include in the response. Options are: 0 (notes only), 1 (notes + direct relations), 2 (notes + relations + their relations). Can be selected from a list or specified by ID via expression. |
Output
The output consists of an array of JSON objects, each representing a note record retrieved from the Dalil AI API. Each item includes the note's fields and, depending on the depth option, may include nested related objects.
- The
json
property contains the note data. - If multiple notes are returned, each note is output as a separate item.
- No binary data is output by this operation.
Dependencies
- Requires an active connection to the Dalil AI API.
- Requires an API key credential configured in n8n for authentication.
- Uses the Dalil AI REST API endpoints under
/rest/notes
. - Supports optional parameters for filtering, sorting, pagination, and depth control.
Troubleshooting
Common issues:
- Invalid filter or orderBy syntax may cause API errors. Ensure filters and sorting strings follow the documented format.
- Requesting too many records without "Return All" enabled may result in truncated data.
- Specifying an invalid depth value or ID may lead to incomplete or unexpected data.
- Network or authentication failures will prevent data retrieval.
Error messages:
- Errors related to malformed filters or sorting strings usually indicate incorrect formatting; verify comparator names and syntax.
- Authentication errors suggest missing or invalid API credentials.
- Unexpected API response structure errors may indicate changes in the Dalil AI API or connectivity issues.
Resolution tips:
- Validate input parameters carefully.
- Check API credentials and network connectivity.
- Use smaller limits or enable "Return All" cautiously to avoid performance issues.
- Consult Dalil AI API documentation for up-to-date parameter formats.
Links and References
- Dalil AI API Documentation (hypothetical link, replace with actual if available)
- n8n Expressions Documentation
- Dalil AI Node GitHub Repository (if applicable)