Actions16
Overview
This node integrates with the Outseta CRM API to manage deals within your CRM system. Specifically, the "Get" operation for the "Deal" resource retrieves detailed information about a single deal by its unique identifier (UID). This is useful when you want to fetch the current state or details of a specific deal, such as its name, amount, pipeline stage, and associated account.
Common scenarios:
- Fetching deal details to display in dashboards or reports.
- Retrieving deal information before updating or processing it further.
- Integrating deal data into other workflows or systems for automation.
Practical example:
You have a workflow that triggers when a deal is updated elsewhere, and you want to pull the latest deal details from Outseta to sync with another system or send notifications.
Properties
| Name | Meaning |
|---|---|
| Deal UID | The unique identifier of the deal to retrieve. This is required to specify which deal to get. |
Output
The node outputs the JSON representation of the deal object retrieved from the Outseta CRM API. This JSON typically includes fields such as:
- Deal unique identifier (UID)
- Deal name
- Amount
- Deal pipeline stage UID
- Associated account UID
- Other metadata related to the deal
No binary data output is involved in this operation.
Dependencies
- Requires an API key credential for authenticating with the Outseta CRM API.
- The node uses the base URL constructed from the user's configured domain in credentials.
- Network access to the Outseta API endpoint (
https://{domain}/api/v1) is necessary.
Troubleshooting
- Missing or invalid Deal UID: The node requires a valid deal UID to perform the GET request. Ensure the UID is correctly provided and corresponds to an existing deal.
- Authentication errors: If the API key or domain credential is incorrect or missing, the node will fail to authenticate. Verify the API credentials are properly set up.
- Network issues: Connectivity problems to the Outseta API endpoint can cause failures. Check network access and firewall settings.
- Deal not found: If the specified deal UID does not exist, the API will return an error indicating the resource was not found. Confirm the UID is correct.
Links and References
- Outseta API Documentation (general reference for API endpoints and data structures)
- n8n documentation on HTTP Request Node for understanding how API calls are made under the hood.