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Dalil AI

Consume Dalil AI API

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Overview

This node integrates with the Dalil AI API to manage "Opportunity" records within a CRM or sales pipeline system. Specifically, the Create Opportunity operation allows users to create new sales opportunities by specifying key details such as the opportunity name, amount, close date, associated company, stage, and custom properties.

Use cases include automating the creation of sales opportunities from external triggers (e.g., form submissions, lead generation tools) or integrating opportunity creation into broader workflows that track deals and sales progress.

Example scenarios:

  • Automatically creating an opportunity when a new lead reaches a certain qualification stage.
  • Creating opportunities programmatically with detailed financial and contact information for reporting and forecasting.
  • Adding custom metadata to opportunities to support unique business processes.

Properties

Name Meaning
Opportunity Name The name/title of the opportunity (e.g., "Q1 Software License Deal", "Enterprise Implementation Project"). This is a required string field.
Additional Fields A collection of optional fields to provide more details about the opportunity:
- Amount Numeric value representing the opportunity amount in micros (e.g., 50000000 for $50.00).
- Close Date Expected or actual close date of the opportunity in ISO 8601 datetime format (e.g., "2024-06-30T00:00:00.000Z").
- Company ID UUID string identifying the company associated with this opportunity.
- Currency Code Three-letter currency code for the amount (default "USD"), e.g., "USD", "EUR", "GBP".
- Custom Properties Custom fields specific to the workspace. Each property has a defined data type and expected value format. Users select the property and provide a corresponding value. Supported types include text, number, select options, dates, and booleans.
- Owner ID UUID string of the team member responsible for managing this opportunity.
- Point of Contact ID UUID string of the main contact person for this opportunity.
- Stage Name or ID Current stage of the opportunity. Options include predefined stages like "DISCOVERY", "PROPOSAL", "NEGOTIATION", "CLOSED_WON", and "CLOSED_LOST". Users can select from the list or specify an ID via expression.

Output

The node outputs JSON objects representing the created opportunity record as returned by the Dalil AI API. The output includes all standard and custom fields of the newly created opportunity, reflecting the data sent and any additional metadata assigned by the backend.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the Dalil AI API.
  • An API authentication token or API key credential must be configured in n8n to authorize requests.
  • The node relies on the Dalil AI API endpoints for opportunities (/rest/opportunities).
  • Custom properties depend on workspace-specific configurations accessible via the API.

Troubleshooting

  • Invalid property metadata error: Occurs if a custom property specified does not match expected metadata. Ensure custom property IDs or names are correct and available in your workspace.
  • API request failures: Network issues or invalid credentials will cause errors. Verify API keys and network connectivity.
  • Incorrect data formats: Fields like dates must be in ISO 8601 format; amounts must be numeric micros values. Validate input formats before execution.
  • Missing required fields: The opportunity name is mandatory. Omitting it will result in an error.
  • Handling continue on fail: If enabled, errors for individual items will be returned in the output JSON under an error key instead of stopping execution.

Links and References

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