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Soliditech

Consume Soliditech API (v.0.2.10)

Actions53

Opportunity → Create Activity

AI-generated

Overview

This node operation creates an activity related to an opportunity in the Soliditech system. It is useful for tracking actions such as calls, meetings, or tasks associated with a specific sales opportunity. For example, a user can create a call activity with a unique reference and schedule dates to remind sales agents of follow-ups.

Use Case Examples

  1. Create a call activity for an opportunity with a unique reference 'Ref134' and schedule a todo date.
  2. Add a note or text to an activity related to a specific opportunity ID.

Properties

Name Meaning
Unique Reference A unique identifier for the activity, e.g., 'Ref134'.
Opportunity ID The identifier of the opportunity to which the activity is linked, e.g., 'Z9798'.
Action The type of activity action, e.g., 'Call'.
Additional Fields Optional fields to provide extra details such as scheduled todo date, scheduled done date, and text notes.
Simplify Output Whether to simplify the output data to return only a specific property path.
Simplify Path The JSON path to the property that should be returned if output simplification is enabled, default is 'result'.

Output

JSON

  • result - The main result object returned from the API after creating the activity.

Dependencies

  • Requires an API key credential for Soliditech API authentication.

Troubleshooting

  • Ensure that the 'Unique Reference', 'Opportunity ID', and 'Action' fields are provided as they are required.
  • If using additional fields, ensure date formats are correct (e.g., 'DD/MM/YYYY').
  • If the API returns an error about invalid parameters, check that all required fields are correctly set and that additional fields are valid.
  • If no binary data is found when expected, verify the binary property name and input data.

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