Actions40
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Overview
This node allows updating an existing Opportunity record in the Dalil AI system via its API. It is useful for workflows that need to modify details of sales opportunities, such as adjusting amounts, changing stages, updating contact information, or adding custom properties dynamically.
Typical use cases include:
- Automating updates to opportunity data after receiving new information from other systems.
- Synchronizing opportunity status and details with external CRM or sales tools.
- Enriching opportunity records with additional metadata or custom fields based on business logic.
For example, you could update the expected close date and stage of an opportunity when a sales call outcome is logged, or adjust the amount and currency after a contract revision.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | UUID string identifying the specific opportunity to update. |
| Update Fields | Collection of fields to update on the opportunity. Options include: |
| - Amount | Opportunity amount in micros (e.g., 50000000 for $50.00). |
| - Close Date | Expected or actual close date in ISO datetime format. |
| - Company ID | UUID of the company associated with this opportunity. |
| - Currency Code | Three-letter currency code for the amount (e.g., "USD", "EUR"). |
| - Custom Properties | Custom workspace-specific fields. Values depend on field type (text, select options, boolean, dates). Users select property name/ID and provide corresponding value. |
| - Opportunity Name | The name/title of the opportunity (e.g., "Q1 Software License Deal"). |
| - Owner ID | UUID of the team member responsible for managing the opportunity. |
| - Point of Contact ID | UUID of the main contact person for this opportunity. |
| - Stage Name or ID | Current stage of the opportunity. Options include "DISCOVERY", "PROPOSAL", "NEGOTIATION", "CLOSED_WON", "CLOSED_LOST". |
| Depth Name or ID | Level of nested related objects to include in the response: 0 (opportunity only), 1 (opportunity + direct relations), 2 (opportunity + relations + their relations). |
Output
The node outputs JSON data representing the updated opportunity object returned by the Dalil AI API. This includes all standard and custom fields of the opportunity, reflecting the changes made.
If the "Depth" parameter is set, the output may also include nested related objects according to the specified level.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Dalil AI API using a configured API key credential.
- The node uses the Dalil AI REST API endpoints for opportunities (
/rest/opportunities/{id}). - Proper permissions are needed to update opportunity records in the Dalil AI workspace.
Troubleshooting
- Invalid Opportunity ID: If the provided Opportunity ID does not exist or is malformed, the API will return an error. Verify the UUID is correct and the opportunity exists.
- Invalid Custom Property Metadata: Errors can occur if custom property names or IDs are invalid or do not match the workspace schema. Ensure custom properties are selected from the loaded options or correctly specified via expressions.
- Missing Required Fields: Some fields may be required depending on workspace configuration. Omitting them might cause API errors.
- API Authentication Errors: Ensure the API key credential is valid and has sufficient permissions.
- Malformed Dates or Amounts: Dates must be in ISO format; amounts must be numeric micros values. Incorrect formats will cause request failures.
To resolve errors, check the error message details returned by the node, verify input parameters, and confirm API access rights.
Links and References
- Dalil AI API Documentation (hypothetical link)
- n8n Expressions Documentation
- ISO 8601 Date Format