Actions20
- Message Actions
- Contact Actions
- Ticket Actions
- Session Actions
- Opportunity Actions
Overview
This node integrates with a WhatsApp API to manage various communication and CRM-related resources, including messages, contacts, tickets, sessions, and opportunities. Specifically for the Opportunity - Update operation, it updates an existing sales opportunity's details such as its name and value.
This node is beneficial in scenarios where you want to automate updating sales opportunities directly from your workflow, keeping your CRM data synchronized with other systems or processes. For example, after qualifying a lead or receiving new information, you can update the opportunity’s name and value automatically without manual entry.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the opportunity to update. |
| Opportunity Name | The new or updated name of the opportunity. |
| Opportunity Value | The new or updated monetary value associated with the opportunity. |
Output
The node outputs a JSON object representing the response from the WhatsApp API after attempting to update the opportunity. This typically includes confirmation of the update or details about the updated opportunity.
If an error occurs during the update, the output JSON will contain an error field with the error message.
No binary data is produced by this operation.
Dependencies
- Requires configuration of an API key credential for the WhatsApp API.
- The node uses the base URL and instance ID from these credentials to construct API requests.
- The WhatsApp API must support endpoints for managing opportunities (
/createOpportunity,/updateOpportunity,/deleteOpportunity).
Troubleshooting
Common issues:
- Invalid or missing Opportunity ID will cause the update to fail.
- Incorrect API credentials or expired tokens will result in authentication errors.
- Network connectivity problems may prevent successful API calls.
Error messages:
"Unknown error occurred": Generic catch-all; check network and API availability.- Authentication errors: Verify that the API key credential is correctly configured and valid.
- Validation errors from the API (e.g., missing required fields): Ensure all required properties are provided and correctly formatted.
Links and References
- WhatsApp Business API Documentation
- Refer to your specific WhatsApp API provider documentation for endpoint details related to opportunity management.