Actions53
- Customer Actions
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- Opportunity Actions
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Overview
This node interacts with the Soliditech API to perform operations related to Opportunities, specifically the 'Delete Opportunity' operation in this context. It allows users to delete an opportunity by providing the Opportunity ID and a reason for deletion. This is useful in scenarios where an opportunity is no longer valid or needs to be removed from the system, such as when a lead is dead or the opportunity is no longer pursued.
Use Case Examples
- Deleting an opportunity when a lead is marked as dead.
- Removing an opportunity that was created by mistake.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the opportunity to be deleted. |
| Deleted Reason | The reason for deleting the opportunity, e.g., 'Dead Lead'. |
| Simplify Output | Whether to simplify the output data. |
| Simplify Path | The path to the property that should be returned if output is simplified. |
Output
JSON
result- The response from the Soliditech API after deleting the opportunity.
Dependencies
- Soliditech API
- An API key credential for authentication
Troubleshooting
- Ensure the Opportunity ID provided is valid and exists in the system to avoid errors.
- The 'Deleted Reason' must be provided; otherwise, the API request will fail.
- If the API returns an error, check the API credentials and network connectivity.
- If 'Simplify Output' is enabled, ensure the 'Simplify Path' is correctly set to a valid property in the response.
Links
- Soliditech API - Delete Opportunity - Official API documentation for deleting an opportunity using the Soliditech API.