Overview

This node operation retrieves detailed information about a single deal from the Teamleader API. It is useful for scenarios where you need to fetch specific data about a deal by its ID, such as viewing deal details in a CRM workflow or integrating deal data into other business processes.

Use Case Examples

1. Fetch details of a deal by providing its unique ID to display or process the deal information in an automation workflow.
2. Use the node to get updated deal information before performing further actions like updating or moving the deal.

Properties

Output

JSON

• id - The unique identifier of the deal.
• title - The title of the deal.
• summary - Summary or additional information about the deal.
• source_id - Source identifier of the deal.
• department_id - Department identifier associated with the deal.
• responsible_user_id - User ID responsible for the deal.
• phase_id - Current phase ID of the deal.
• estimated_probability - Estimated probability of closing the deal.
• estimated_closing_date - Estimated closing date of the deal.
• estimated_amount - Estimated monetary value of the deal.
• estimated_currency - Currency code for the estimated amount.
• custom_fields - Custom fields associated with the deal.

Dependencies

• Teamleader API OAuth2 credentials

Troubleshooting

• Ensure the provided deal ID is valid and exists in the Teamleader system to avoid 'No data got returned' errors.
• Check that the OAuth2 credentials for Teamleader API are correctly configured and authorized.
• If the API returns no data, verify the API endpoint and parameters are correctly set for the 'deals.info' operation.

Links

• Teamleader API Documentation - Official documentation for the Teamleader API used by this node.