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Dalil AI

Consume Dalil AI API

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Overview

This node interacts with the Dalil AI API to manage "Opportunity" resources, specifically supporting the "Get Many" operation. It allows users to retrieve multiple opportunity records from the Dalil AI system with flexible options for filtering, sorting, and controlling the amount of data returned.

Common scenarios where this node is beneficial include:

  • Fetching a list of sales opportunities for reporting or dashboard purposes.
  • Retrieving filtered opportunities based on stage, amount, or other criteria to trigger workflows.
  • Exporting opportunity data for integration with other systems or analytics tools.

For example, a user might configure the node to return all opportunities in the "Proposal" stage sorted by close date descending, or limit results to 100 opportunities that have an amount greater than a certain threshold.

Properties

Name Meaning
Return All Boolean flag indicating whether to return all matching opportunity records or only up to a specified limit.
Limit Maximum number of opportunity records to return when "Return All" is false. Must be at least 1.
Options Collection of additional options to customize the query:
  Order By String specifying fields to sort results by, with optional direction modifiers. Format example: "closeDate,name[DescNullsLast]". Directions can be AscNullsFirst, AscNullsLast, DescNullsFirst, DescNullsLast.
  Filter String to filter results using field conditions. Format example: "stage[eq]:DISCOVERY,amount.amountMicros[gt]:1000000". Supported comparators include eq, neq, in, gt, gte, lt, lte, startsWith, like, ilike, is (for NULL/NOT_NULL).
  Depth Level of nested related objects to include in the response. Options are: 0 (opportunities only), 1 (opportunities plus direct relations), 2 (opportunities plus relations and their relations). Can be selected from a list or set via expression.

Output

The node outputs JSON data representing one or more opportunity records retrieved from the Dalil AI API. Each output item corresponds to an individual opportunity object with its properties as returned by the API, including any nested related objects depending on the depth option.

The structure of each opportunity JSON object typically includes fields such as:

  • name: The name of the opportunity.
  • amount: An object containing amountMicros and currencyCode.
  • score, visibilityLevel, groupId, closeDate, stage, position, pointOfContactId, companyId, ownerId, and other metadata.
  • Custom properties if defined and requested.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the Dalil AI API, authenticated via an API key credential configured in n8n.
  • The node uses the Dalil AI REST endpoints under /rest/opportunities for fetching opportunity data.
  • Proper API permissions are needed to read opportunity data.
  • Optional parameters like filters and order require correct formatting according to Dalil AI API specifications.

Troubleshooting

  • Invalid Filter or OrderBy Syntax: If the filter or order by strings are malformed, the API may return errors or no data. Ensure the format matches the documented syntax, e.g., field[comparator]:value.
  • Limit Exceeded: Setting a very high limit without enabling "Return All" may cause partial data retrieval. Use "Return All" to fetch all records if needed.
  • API Authentication Errors: Missing or invalid API credentials will cause authentication failures. Verify the API key credential configuration.
  • Unexpected API Response Structure: If the API changes or returns unexpected data, the node may throw errors. Check the API status and update the node if necessary.
  • Depth Option Misuse: Setting an unsupported depth value may result in incomplete or excessive data. Use the provided options 0, 1, or 2.

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