Actions16
Overview
This node integrates with the Outseta CRM API to create a new deal record. It is useful in scenarios where you want to automate the addition of sales deals into your CRM system directly from workflows, such as after qualifying a lead or closing a negotiation. For example, when a sales representative finalizes terms with a client, this node can automatically create a deal entry with relevant details like deal name, amount, and associated account.
Properties
| Name | Meaning |
|---|---|
| Deal Name | The name/title of the deal to be created (required). |
| Additional Fields | Optional extra fields to specify more deal details: |
| - Amount | Numeric value representing the deal amount in dollars. |
| - Deal Pipeline Stage UID | Unique identifier for the stage of the deal pipeline the deal belongs to. |
| - Account UID | Unique identifier of the account associated with this deal. |
Output
The node outputs JSON data representing the newly created deal object as returned by the Outseta CRM API. This typically includes all properties of the deal such as its unique ID, name, amount, pipeline stage, associated account, creation timestamps, and any other metadata provided by the API.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for authenticating with the Outseta CRM API.
- Needs the domain URL of the Outseta instance configured in credentials.
- The node sends HTTP POST requests to the
/crm/dealsendpoint of the Outseta API.
Troubleshooting
- Missing Required Fields: If "Deal Name" is not provided, the node will likely fail because it is required by the API.
- Invalid UIDs: Providing incorrect or non-existent UIDs for the deal pipeline stage or account may cause API errors.
- Authentication Errors: Ensure that the API key credential and domain are correctly set up; otherwise, authentication failures will occur.
- API Endpoint Issues: Network issues or incorrect domain configuration can prevent successful API calls.
To resolve these, verify all required inputs, confirm valid UIDs, check credential correctness, and ensure network connectivity to the Outseta API.
Links and References
- Outseta CRM API Documentation (general reference for endpoints and data models)
- n8n Documentation on HTTP Request Node (for understanding how API calls are made)