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 pipeline records dynamically. Specifically, for the Pipeline - Create operation, it allows users to create a new record within a selected pipeline by specifying the pipeline and setting custom properties relevant to that pipeline type.
This is useful in scenarios where you want to automate the creation of pipeline entries such as sales leads, recruitment candidates, or fundraising rounds, each having unique fields like stages, statuses, amounts, dates, and other custom attributes defined by the pipeline template.
Practical example:
You have a "Sales Pipeline" with stages like "Lead", "Qualified", "Proposal", and you want to automatically add a new lead with specific details (e.g., expected deal amount, close date) whenever a form is submitted on your website.
Properties
| Name | Meaning |
|---|---|
| Select Pipeline Name or ID | Choose which pipeline to create a record in. Options are loaded dynamically from available pipelines (e.g., "Startup Fundraising", "Sales Pipeline", "Recruitment Process"). You can select from the list or specify an ID via expression. |
| Custom Properties | Add one or more custom properties specific to the selected pipeline. Each property corresponds to a field in the pipeline (like stage, status, amounts, dates, or custom fields). For each property, specify: |
| Property Name or ID | Select a pipeline-specific property from a dynamically loaded list based on the chosen pipeline. You can also specify an ID using an expression. |
| Value | The value for the selected property. The format depends on the field type: text (plain text), select fields (e.g., "FUNDED", "DEMO"), currency amounts (micros), dates (ISO 8601), booleans (true/false), etc. |
Output
The node outputs JSON data representing the newly created pipeline record as returned by the Dalil AI API. This includes all fields of the created record, including any custom properties set during creation.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the Dalil AI API.
- Requires an API authentication credential configured in n8n (an API key or token).
- The node dynamically loads pipeline metadata and custom properties via API calls to provide options and validate inputs.
Troubleshooting
- Invalid pipeline selection error: If the selected pipeline parameter cannot be parsed as JSON, the node throws an error "Invalid pipeline selection". Ensure you select a valid pipeline from the dropdown or provide a correct JSON expression.
- Failed to process custom property: Errors may occur if a custom property is invalid or its value does not match the expected type. Verify that the property IDs and values correspond exactly to those defined in the selected pipeline.
- API response structure errors: If the API returns unexpected data or missing fields when loading pipelines or properties, check your API credentials and network connectivity.
- Continue on Fail: If enabled, the node will continue processing subsequent items even if one item fails, returning error details in the output JSON.
Links and References
- Dalil AI API Documentation (hypothetical link, replace with actual if available)
- n8n Expressions Documentation – for using expressions in property fields
- n8n Node Development Guide