Actions104
- Custom Field Actions
- Custom Field Block Actions
- Custom Field Type Actions
- Customer Actions
- Deal Actions
- Lead Actions
- Meeting Actions
- Meeting Room Actions
- Meeting Type Actions
- Organization Actions
- Pipeline Actions
- Prospect Actions
- Staff Actions
- Task Actions
- Ticket Actions
- Treatment Actions
- Treatment Type Actions
- Workspace Actions
Deal → Get
AI-generatedOverview
This node interacts with the Magnet Customer API to retrieve detailed information about a specific deal by its ID. It is useful in scenarios where you need to fetch and process deal data within an automation workflow, such as integrating CRM data into other systems or triggering actions based on deal details. For example, you can use this node to get a deal's information to update a sales dashboard or to trigger follow-up tasks based on deal status.
Use Case Examples
- Retrieve a deal by its ID to display its details in a custom dashboard.
- Fetch deal information to trigger notifications or update related records in other systems.
Properties
| Name | Meaning |
|---|---|
| Authentication | Selects the authentication method to use for the API request (API Token or OAuth2). |
| Deal ID | The unique identifier of the deal to retrieve. This is a required field for the get operation on deals. |
| Resolve Custom Fields | If enabled, custom fields in the deal data are resolved from their IDs to their actual names and values, making the data more readable and useful. By default, custom fields are returned as IDs. |
Output
JSON
_id- The unique identifier of the deal.title- The title or name of the deal.
customField_ - Custom fields associated with the deal, resolved to their actual names and values if the 'Resolve Custom Fields' option is enabled.other deal properties- Additional properties returned by the Magnet Customer API for the deal.
Dependencies
- Magnet Customer API
Troubleshooting
- Ensure the Deal ID provided is correct and exists in the Magnet Customer system to avoid 'not found' errors.
- If custom fields are not resolving correctly, verify that the 'Resolve Custom Fields' option is enabled and that the API credentials have sufficient permissions.
- Authentication errors may occur if the API token or OAuth2 credentials are invalid or expired; re-authenticate as needed.