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Consume Close CRM API

Actions83

Opportunity → Find

AI-generated

Overview

This node operation allows users to find opportunities in the Close CRM system. It supports finding a specific opportunity by its ID or filtering opportunities based on various criteria such as lead ID, status ID, assigned user, status type, confidence percentage, value period, and close date. Users can choose to return all matching results or limit the number of results returned. This operation is useful for retrieving detailed information about sales opportunities for reporting, analysis, or further processing in automation workflows.

Use Case Examples

  1. Find a specific opportunity by its unique ID to get detailed information about it.
  2. Filter opportunities assigned to a particular user and with a specific status to monitor sales pipeline stages.
  3. Retrieve all opportunities with a confidence level of 80% or higher that are expected to close within a certain date range.

Properties

Name Meaning
Opportunity ID Find a specific opportunity by its unique ID.
Lead ID Filter opportunities by the associated lead's ID.
Status Name Filter opportunities by their status, selectable from a list or specified by ID using an expression.
Status Type Filter opportunities by their status type, such as Active, Lost, or Won.
Assigned to User Filter opportunities by the user assigned to them, selectable from a list or specified by ID using an expression.
Additional Filters Additional filtering options including confidence percentage, value period (one-time, monthly, annual), and close date.
Return All Whether to return all matching results or limit the number of results returned.
Limit Maximum number of results to return when not returning all.

Output

JSON

  • id - Unique identifier of the opportunity.
  • lead_id - ID of the lead associated with the opportunity.
  • status_id - ID of the status assigned to the opportunity.
  • user_id - ID of the user assigned to the opportunity.
  • confidence - Confidence percentage of the opportunity.
  • value - Monetary value of the opportunity.
  • value_period - Period of the value (e.g., one-time, monthly, annual).
  • date_won - Date when the opportunity was won or closed.
  • note - Additional notes related to the opportunity.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure that the Opportunity ID or filter parameters are correctly specified; missing or incorrect IDs will cause errors.
  • If filtering by status or assigned user, verify that the IDs or options used are valid and exist in the Close CRM system.
  • When using the 'Return All' option, be aware of potential performance impacts if the dataset is large.
  • Check API rate limits and authentication credentials if requests fail or return authorization errors.

Links

Discussion