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Dalil AI

Consume Dalil AI API

Actions46

Opportunity → Search

AI-generated

Overview

This node performs a search operation for opportunities using the Dalil AI API. It allows users to search for opportunities by name, specifying the depth of the search and the maximum number of results to return. This is useful for retrieving detailed information about specific opportunities or filtering opportunities based on their names in a CRM or sales pipeline context.

Use Case Examples

  1. Search for an opportunity named 'Q1 Deal' with a depth of 1 to include related objects.
  2. Limit the search results to 10 opportunities matching the name 'Enterprise Sale'.
  3. Use the search to find opportunities and retrieve detailed nested information by increasing the depth parameter.

Properties

Name Meaning
Opportunity Name Name of the opportunity to search for (e.g., 'Q1 Deal', 'Enterprise Sale')
Depth Name or ID Depth of the search query, controlling how much related data is included in the results
Limit Maximum number of results to return from the search

Output

JSON

  • json
    • recordId - Unique identifier of the opportunity record found
    • objectNameSingular - The singular name of the object, here it will be 'opportunity'
    • label - Label or name of the opportunity
    • imageUrl - URL of the image associated with the opportunity, if any

Dependencies

  • Dalil AI API with API key credential

Troubleshooting

  • Ensure the API key credential for Dalil AI is correctly configured and has necessary permissions.
  • Verify that the 'Opportunity Name' parameter is provided and correctly spelled to get meaningful search results.
  • If no results are returned, try increasing the 'Limit' or adjusting the 'Depth' parameter to include more related data.
  • Check network connectivity and API endpoint availability if requests fail.

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