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 such as people, companies, notes, tasks, opportunities, pipelines, and their relations. Specifically for the Person - Get operation, it retrieves detailed information about a person identified by a unique UUID. The node supports fetching nested related objects up to two levels deep, allowing users to obtain not only the person's data but also associated entities like direct relations and their relations.
Common scenarios where this node is beneficial include:
- Retrieving detailed contact information for a specific person in your CRM.
- Fetching hierarchical relationship data for a person, such as linked companies or opportunities.
- Automating workflows that require up-to-date person data from Dalil AI.
Example: You want to get all details about a customer including their direct relationships (e.g., company, opportunities) to personalize communication or trigger follow-up actions.
Properties
| Name | Meaning |
|---|---|
| Person ID | UUID string uniquely identifying the person to retrieve. |
| Depth Name or ID | Level of nested related objects to include in the response: - 0: Only the person object. - 1: Person + direct relations. - 2: Person + relations + their relations. Options are selectable from a list or can be specified dynamically via expressions. |
Output
The output is a JSON object representing the retrieved person data from the Dalil AI API. Depending on the selected depth, the structure includes:
- At depth 0: Basic person information fields.
- At depth 1: Person information plus directly related objects (e.g., linked companies, contacts).
- At depth 2: Person, direct relations, and relations of those related objects.
The exact fields depend on the Dalil AI API response schema for a person and may include names, emails, phone numbers, job titles, company affiliations, and other custom properties.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Dalil AI API.
- An API key credential must be configured in n8n to authenticate requests.
- The node uses internal helper functions to format requests and parse custom property metadata.
- Network access to Dalil AI endpoints is necessary.
Troubleshooting
- Invalid Person ID: If the provided UUID is incorrect or does not exist, the API will likely return an error or empty result. Verify the UUID format and existence.
- Depth Parameter Issues: Providing an invalid depth value (not 0, 1, or 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 its response format, the node might throw errors parsing the data. Check for updates or contact Dalil AI support.
- Network Connectivity: Failures to reach the API endpoint will cause errors; verify network and firewall settings.
If the node is set to continue on fail, errors for individual items will be returned in the output JSON under an error field.
Links and References
- Dalil AI API Documentation (hypothetical link)
- n8n Expressions Documentation
- UUID Format Reference