Overview

This node operation allows users to mark a deal as won in the Teamleader CRM system. It is useful in sales workflows where closing a deal successfully needs to be recorded and tracked. For example, a sales automation process can use this operation to update the status of a deal to 'won' once the contract is signed or payment is received.

Use Case Examples

1. Mark a deal as won after a successful negotiation.
2. Automatically update deal status to won when a payment is registered.

Properties

Output

JSON

• id - The unique identifier of the deal that was marked as won.
• title - The title or name of the deal.
• status - The updated status of the deal indicating it is won.

Dependencies

• Requires an OAuth2 API credential for Teamleader to authenticate requests.

Troubleshooting

• If the deal ID is missing or invalid, the operation will fail with an error indicating the deal could not be found.
• If the OAuth2 credentials are expired or invalid, authentication errors will occur. Refresh or reconfigure the credentials.
• If the API response does not contain data, the node throws an error indicating no data was returned.

Links

• Teamleader API Documentation - Official documentation for the Teamleader API, including endpoints for deals and their operations.