Overview

This node interacts with the Close CRM API to list opportunity statuses. It is useful for retrieving all defined statuses for opportunities within the CRM, which can help in managing and tracking sales pipeline stages.

Use Case Examples

1. Retrieve all opportunity statuses to display in a dashboard.
2. Fetch opportunity statuses to use in automation workflows for filtering or updating opportunities based on their status.

Output

JSON

• id - Unique identifier of the opportunity status
• label - Label or name of the opportunity status
• status_type - Type of the opportunity status (e.g., pipeline stage)
• pipeline_id - Identifier of the pipeline the status belongs to, if applicable

Dependencies

• Close CRM API with an API key credential

Troubleshooting

• Ensure the API credentials are correctly configured and have permissions to access opportunity statuses.
• If the list operation returns empty, verify that opportunity statuses exist in the Close CRM account.
• Common errors include missing or invalid API keys, which will result in authentication errors from the API.

Links

• Close CRM API - Opportunity Statuses - Official API documentation for managing opportunity statuses in Close CRM.