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Outseta

Interact with Outseta CRM API to manage people, accounts, and deals

Overview

This node integrates with the Outseta CRM API to manage deals within your CRM system. Specifically, the Delete Deal operation allows you to remove a deal from the CRM by specifying its unique identifier (UID). This is useful for cleaning up outdated or incorrect deals, managing your sales pipeline, or automating deal lifecycle management.

Practical examples:

  • Automatically deleting deals that have been marked as lost or cancelled in another system.
  • Cleaning up test or duplicate deals after data import.
  • Removing deals programmatically as part of a workflow triggered by other business events.

Properties

Name Meaning
Deal UID The unique identifier of the deal to delete. This is required to specify which deal to remove.

Output

The node outputs the response from the Outseta API after attempting to delete the specified deal. The output is structured as JSON and typically contains confirmation of deletion or error details if the operation failed.

Since this is a delete operation, no binary data is expected in the output.

Example output JSON might look like:

{
  "success": true,
  "message": "Deal deleted successfully"
}

or in case of failure:

{
  "success": false,
  "error": "Deal not found"
}

Dependencies

  • Requires an API key credential for authenticating with the Outseta CRM API.
  • The node uses the base URL configured dynamically from the user's credentials domain.
  • Proper network access to the Outseta API endpoint (https://{domain}/api/v1) is necessary.

Troubleshooting

  • Common issues:

    • Invalid or missing Deal UID: The node requires a valid deal UID; ensure it is correctly provided.
    • Authentication errors: Verify that the API key credential is set up correctly and has sufficient permissions.
    • Network connectivity problems: Ensure the n8n instance can reach the Outseta API endpoint.
    • Attempting to delete a non-existent deal will result in an error response.
  • Error messages:

    • "Deal not found": The specified deal UID does not exist. Double-check the UID.
    • "Unauthorized" or "Authentication failed": Check API credentials.
    • "Invalid request": Confirm that all required parameters are correctly set.

Links and References

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