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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 various CRM-related resources, including pipelines. Specifically, for the Pipeline resource and the Get Many operation, it retrieves multiple records from a selected pipeline. This is useful for workflows that need to fetch lists of pipeline records such as deals, projects, or processes tracked in a sales or operational pipeline.

Common scenarios include:

  • Fetching all active deals in a sales pipeline to analyze or report on their status.
  • Retrieving recruitment process stages for candidates in an HR pipeline.
  • Getting startup fundraising rounds data for financial tracking.

Practical example:

  • A user wants to get all opportunities currently in the "Sales Pipeline" to send follow-up emails or update statuses automatically.

Properties

Name Meaning
Select Pipeline Name or ID Choose which pipeline to retrieve records from. Options are dynamically loaded from available pipelines (e.g., "Startup Fundraising", "Sales Pipeline", "Recruitment Process"). You can select from the list or specify an ID via expression.
Return All Boolean flag indicating whether to return all matching results or limit the number of returned records.
Limit Maximum number of results to return when "Return All" is false. Minimum value is 1. Default is 50.
Options Additional options to refine the query:
- Order By Sort results by one or more fields with optional direction modifiers. Format example: "createdAt,position[DescNullsLast]". Directions include AscNullsFirst, AscNullsLast, DescNullsFirst, DescNullsLast.
- Filter Filter results using field conditions. Format example: "status[eq]:FUNDED,stage[eq]:DEMO". Supported comparators include eq, neq, in, gt, gte, lt, lte, startsWith, like, ilike, is (for NULL/NOT_NULL).
- Depth Name or ID Level of nested related objects to include in the response: 0 (records only), 1 (records + direct relations), 2 (records + relations + their relations). Can be selected from a list or specified by ID via expression.

Output

The output is an array of JSON objects representing the pipeline records retrieved from the Dalil AI API. Each item corresponds to a single record in the selected pipeline and includes all fields available for that record, potentially including nested related objects depending on the depth option chosen.

No binary data output is produced by this operation.

Example output structure snippet (conceptual):

[
  {
    "id": "record-id-123",
    "name": "Record Name",
    "status": "Active",
    "stage": "Negotiation",
    "createdAt": "2024-01-01T12:00:00Z",
    "relatedObject": {
      // Nested related object if depth > 0
    }
  },
  ...
]

Dependencies

  • Requires an API key credential for authenticating with the Dalil AI API.
  • The node uses HTTP requests to the Dalil AI REST endpoints.
  • No additional external dependencies beyond the Dalil AI API and n8n environment.

Troubleshooting

  • Invalid pipeline selection error: If the selected pipeline parameter cannot be parsed as JSON, the node throws an error "Invalid pipeline selection". Ensure the pipeline is selected properly from the dropdown or the expression returns valid JSON.
  • API response structure errors: If the API returns unexpected data formats, the node may throw errors indicating unexpected response structures. Verify API availability and correct credentials.
  • Filter or orderBy syntax errors: Incorrectly formatted filter or orderBy strings may cause API errors. Follow the documented format strictly.
  • Limit and Return All conflicts: Setting a limit while also selecting "Return All" true will ignore the limit. Use these settings carefully.
  • Custom property processing errors: When using custom properties, invalid metadata or values may cause processing errors. Validate custom property definitions and inputs.

Links and References

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