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Outseta

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

Overview

This node interacts with the Outseta CRM API to retrieve multiple deal records ("Get Many" operation on the "Deal" resource). It allows users to fetch a list of deals from their CRM system, optionally filtering and limiting the results. This is useful for scenarios such as generating reports, syncing deal data with other systems, or displaying deal information in dashboards.

For example, a user might want to retrieve all deals with a specific name or paginate through deals by specifying an offset and limit.

Properties

Name Meaning
Additional Options A collection of optional filters and parameters to refine the query:
- Fields Comma-separated list of deal fields to return (e.g., Uid, Email, FirstName, LastName)
- Filter by Deal Name Filter deals by their name (e.g., "Enterprise Contract")
- Limit Maximum number of deal records to return (minimum 1, default 50)
- Offset Number of deal records to skip before starting to return results (minimum 0, default 0)

Note: Some filter options are shown conditionally for other resources but are not relevant here since the resource is "Deal".

Output

The output contains JSON data representing an array of deal objects retrieved from the Outseta CRM API. Each deal object includes properties such as unique identifiers, names, amounts, pipeline stages, associated accounts, and any other fields requested via the "Fields" option.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Outseta CRM API.
  • The node expects the domain URL of the Outseta instance to be configured in credentials.
  • Network access to the Outseta API endpoint (https://{domain}/api/v1) is required.

Troubleshooting

  • Empty results: If no deals are returned, verify that the filters (e.g., Deal Name) are correct and that there are deals matching those criteria in your CRM.
  • Authentication errors: Ensure the API key credential is valid and has sufficient permissions.
  • Invalid field names: When specifying the "Fields" property, use valid field names as defined by the Outseta API; otherwise, the API may ignore them or return errors.
  • Rate limits or network issues: Check connectivity and API rate limits if requests fail intermittently.

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