EspoCRM
Actions21
Overview
This node operation retrieves multiple Opportunity records from a CRM system. It is designed to fetch a list of opportunities with optional filtering by name and stage, and supports limiting the number of results returned. This functionality is useful for scenarios where you want to display or process a subset of sales opportunities, such as generating reports, syncing data, or triggering workflows based on current sales pipeline status.
Practical examples:
- Fetching the top 10 open opportunities in the "Negotiation/Review" stage to prioritize follow-ups.
- Searching for opportunities containing a specific keyword in their name to analyze potential deals.
- Retrieving all opportunities regardless of stage for a comprehensive sales overview.
Properties
| Name | Meaning |
|---|---|
| Limit | Maximum number of opportunities to retrieve (1 to 100). |
| Search Query | Text string to search opportunities by their name. |
| Stage Filter | Filter opportunities by their sales stage. Options: All, Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost. |
Output
The node outputs an array of opportunity objects in the json field. Each object represents an individual opportunity record retrieved from the CRM system, including its properties such as name, stage, and other relevant details depending on the CRM's data model.
No binary data output is indicated.
Dependencies
- Requires connection to the target CRM system that manages Opportunity records.
- An API key or authentication token credential is needed to authorize requests to the CRM.
- The node depends on internal operation logic imported from bundled dependencies to perform the actual data retrieval.
Troubleshooting
- Common issues:
- Authentication failures due to invalid or missing API credentials.
- Exceeding the maximum allowed limit (over 100) may cause errors.
- Using unsupported or misspelled stage filter values might result in empty results or errors.
- Error messages:
- "Unauthorized" or "Authentication failed": Check API credentials and permissions.
- "Invalid parameter": Verify that the limit is within 1-100 and stage filter values are valid.
- "No opportunities found": Confirm that the search query and filters match existing data.
Links and References
- Refer to your CRM system’s API documentation for details on Opportunity resource fields and supported query parameters.
- n8n documentation on creating and using custom nodes for further customization guidance.