Actions37
- Issue Actions
- Lead Actions
- Opportunity Actions
- Account Actions
- Attendance Actions
- Personal Contact Actions
- Time Entry Actions
- User Actions
Overview
This node integrates with Easy Redmine to update an existing Opportunity entity. It allows users to modify various fields of an Opportunity such as its name, description, status, assigned managers, price, contract date, associated project, and custom fields.
Typical use cases include:
- Updating the status or details of a sales opportunity in a CRM workflow.
- Adjusting pricing or contract dates based on new information.
- Assigning or reassigning account managers to opportunities.
- Adding or modifying custom metadata fields related to an opportunity.
For example, a sales automation workflow could use this node to update the status of an opportunity after a call or meeting, or to assign a new account manager when territories change.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique numeric identifier of the Opportunity to update. |
| Update Fields | A collection of fields to update on the Opportunity: |
| - Name | The new name for the Opportunity (string). |
| - Description | A textual description of the Opportunity (string). |
| - Status ID | Numeric ID representing the Opportunity's status. |
| - Account Manager ID | Numeric ID of the assigned internal account manager. |
| - External Account Manager ID | Identifier for an external account manager (string). |
| - Price | Numeric value representing the price associated with the Opportunity. |
| - Contract Date | Contract date in YYYY-MM-DD format (string). |
| - Project Name or ID | Selectable from a list of accessible projects or specified by ID via expression. |
| - Custom Fields | Multiple custom fields can be updated; each consists of an ID (number) and a corresponding string value. |
Output
The node outputs JSON data representing the updated Opportunity entity as returned by the Easy Redmine API. This typically includes all current fields of the Opportunity after the update operation.
No binary data output is produced by this node.
Dependencies
- Requires an active connection to an Easy Redmine instance.
- Needs an API authentication token credential configured in n8n to authorize requests.
- The node uses Easy Redmine's REST API endpoints to perform updates.
- The "Project Name or ID" field dynamically loads options from accessible projects via a method integrated into the node.
Troubleshooting
Common Issues:
- Invalid Opportunity ID: If the provided ID does not exist, the API will return an error.
- Incorrect date format for Contract Date: Must be
YYYY-MM-DD. - Insufficient permissions: The API token must have rights to update Opportunities.
- Invalid custom field IDs or values may cause the update to fail.
Error Messages:
- Errors from the API are captured and returned in the node output if "Continue On Fail" is enabled.
- Typical errors include validation failures, unauthorized access, or resource not found.
Resolution Tips:
- Verify the Opportunity ID exists before updating.
- Ensure date strings conform to the required format.
- Confirm API credentials have appropriate scopes.
- Check custom field IDs against those defined in Easy Redmine.