Actions21
Overview
This node updates an existing Opportunity record in Odoo via its API. It is useful for automating CRM workflows, such as updating opportunity details when a lead progresses through a sales pipeline or when new information becomes available. For example, you might use this node to update the expected revenue, probability, or internal notes of an opportunity after a sales call.
Properties
Name | Meaning |
---|---|
Opportunity ID | The unique identifier of the Opportunity record to update. This is required. |
Update Fields | A collection of fields to update on the Opportunity. You can add one or more of the following: - Email: Email address associated with the opportunity. - Expected Revenue: Numeric value for expected revenue. - Internal Notes: Free-text notes. - Name: Name/title of the opportunity. - Phone: Phone number. - Priority: Priority level (options: 1, 2, 3). - Probability: Probability percentage (0–100). |
Output
- The output is a JSON object representing the updated Opportunity record as returned by the Odoo API.
- If the update is successful, the output contains the updated fields and their values.
- In case of error and if "Continue On Fail" is enabled, the output will contain an
error
field with the error message.
Example output:
{
"id": 123,
"name": "Updated Opportunity",
"expected_revenue": 5000,
"probability": 80,
"priority": "2"
}
or, on error (if "Continue On Fail" is enabled):
{
"error": "Opportunity not found"
}
Dependencies
- Odoo instance: Requires access to an Odoo server with API enabled.
- Credentials: Needs an n8n credential of type
odooApi
with URL, username, password, and database name. - n8n configuration: No special environment variables beyond credentials are needed.
Troubleshooting
Invalid Credentials:
Error:Credentials are not valid
Solution: Double-check your Odoo URL, username, password, and database name in the n8n credentials.Opportunity Not Found:
Error:Opportunity not found
Solution: Ensure the provided Opportunity ID exists in Odoo.Missing Required Field:
Error:Missing required parameter: Opportunity ID
Solution: Make sure to provide a valid Opportunity ID.Field Value Errors:
Error: e.g.,Probability must be between 0 and 100
Solution: Check that all field values meet Odoo's requirements (e.g., correct data types and ranges).