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Dalil AI

Consume Dalil AI API

Actions46

Pipeline → Create

AI-generated

Overview

This node operation creates a new record in a specified pipeline within the Dalil AI system. It is useful for automating the addition of records to pipelines such as sales, recruitment, or fundraising processes. For example, it can be used to add a new deal to a sales pipeline or a candidate to a recruitment pipeline.

Use Case Examples

  1. Create a new record in the 'Sales Pipeline' with custom properties like stage, status, and amounts.
  2. Add a fundraising record to the 'Startup Fundraising' pipeline with specific dates and custom fields.

Properties

Name Meaning
Select Pipeline Name or ID Choose which pipeline to create a record in, e.g., 'Startup Fundraising' or 'Sales Pipeline'. This can be selected from a list or specified by ID using an expression.
Parent Record Name or ID Select the parent record (Company or Person) to associate with this pipeline record. The options depend on the pipeline type and can be selected from a list or specified by ID using an expression.
Custom Properties Pipeline-specific fields that vary by pipeline type, such as stage, status, amounts, dates, and other custom fields. Multiple custom properties can be added, each with a property name or ID and a corresponding value.

Output

JSON

  • json - The JSON response from the API containing the created pipeline record details.

Dependencies

  • Dalil AI API with an API key credential for authentication

Troubleshooting

  • Invalid pipeline selection error occurs if the selected pipeline parameter cannot be parsed as JSON. Ensure the pipeline is selected correctly from the list or the ID is valid.
  • Errors processing custom properties may occur if the property metadata is invalid or the value format is incorrect. Verify the property selections and value formats.
  • API request failures can happen due to network issues or invalid credentials. Check the API key credential and network connectivity.

Discussion