Overview

This node updates an existing deal in the Teamleader system using the Teamleader API. It allows users to modify various attributes of a deal such as title, summary, source ID, department ID, responsible user ID, phase ID, estimated probability, and estimated closing date. Empty values for these fields are ignored to prevent overwriting existing data with empty values. This node is useful in scenarios where deal information needs to be kept current, such as updating deal progress, changing responsible users, or adjusting estimated closing dates.

Use Case Examples

1. Updating the title and summary of a deal to reflect new information.
2. Changing the responsible user ID for a deal when the account manager changes.
3. Adjusting the estimated closing date and probability based on new sales insights.

Properties

Output

JSON

• id - The unique identifier of the updated deal.
• title - The updated title of the deal.
• summary - The updated summary of the deal.
• source_id - The updated source ID of the deal.
• department_id - The updated department ID of the deal.
• responsible_user_id - The updated responsible user ID of the deal.
• phase_id - The updated phase ID of the deal.
• estimated_probability - The updated estimated probability of the deal.
• estimated_closing_date - The updated estimated closing date of the deal.

Dependencies

• Teamleader API OAuth2 credentials

Troubleshooting

• If the node returns 'No data got returned', it means the API response did not include expected data. Check if the deal ID is correct and the API credentials have sufficient permissions.
• Empty input values for optional fields are ignored and do not overwrite existing deal data. Ensure that fields you want to update are not left empty.
• If the API request fails, the node throws an error. Enable 'Continue On Fail' to handle errors gracefully and inspect error messages for troubleshooting.

Links

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