Actions20
- Message Actions
- Contact Actions
- Ticket Actions
- Session Actions
- Opportunity Actions
Overview
This node integrates with a WhatsApp API service to manage various communication and CRM-related resources, including messages, contacts, tickets, sessions, and opportunities. Specifically for the Opportunity - Create operation, it allows users to create new sales opportunities linked to a contact by specifying details such as the opportunity name and value.
Common scenarios where this node is beneficial include automating sales pipeline management by creating opportunities directly from WhatsApp interactions or other workflows, enabling seamless CRM updates without manual data entry.
Practical example: When a lead sends a message expressing interest in a product, this node can automatically create an opportunity record with the lead's contact information, opportunity name, and estimated value, helping sales teams track potential deals efficiently.
Properties
| Name | Meaning |
|---|---|
| Opportunity Name | The name/title of the sales opportunity being created. |
| Opportunity Value | The monetary value associated with the opportunity (e.g., expected revenue). |
Note: Although not listed in your provided properties, the implementation also uses contactNumber and contactName as required inputs when creating an opportunity, linking the opportunity to a specific contact.
Output
The node outputs JSON data representing the response from the WhatsApp API after attempting to create the opportunity. This typically includes confirmation details about the newly created opportunity or error information if the creation failed.
The output structure is:
{
"json": {
// API response fields related to the created opportunity
},
"pairedItem": {
"item": <index_of_input_item>
}
}
No binary data output is involved in this operation.
Dependencies
- Requires an API key credential for authenticating with the WhatsApp API service.
- The node expects configuration of:
- Base URL of the WhatsApp API.
- Instance ID identifying the WhatsApp instance.
- These credentials and configurations must be set up in n8n prior to using the node.
Troubleshooting
Common issues:
- Missing or invalid API credentials will cause authentication failures.
- Incorrect or missing required parameters like contact number, opportunity name, or value will result in API errors.
- Network connectivity problems may prevent successful API calls.
Error messages:
- Authentication errors: Verify that the API key credential is correctly configured and has necessary permissions.
- Validation errors from the API: Check that all required fields are provided and formatted correctly.
- Timeout or network errors: Ensure stable internet connection and correct base URL.
To handle errors gracefully, the node supports continuing on failure, allowing workflows to proceed even if some items fail.
Links and References
- WhatsApp Business API Documentation
- Refer to your WhatsApp API provider’s documentation for specific endpoint details and request formats.