Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node interacts with the Soliditech API to find opportunities based on specified parameters. It supports both JSON input for flexible parameter passing and structured input fields for convenience. The node is useful for retrieving opportunity data in sales or customer relationship management workflows, enabling users to filter and fetch opportunities with various criteria such as account details or master account metadata.
Use Case Examples
- A sales team uses this node to fetch all current sales opportunities linked to a specific master account to analyze potential deals.
- A CRM system integrates this node to dynamically retrieve opportunities based on custom filters provided as JSON parameters for reporting purposes.
Properties
| Name | Meaning |
|---|---|
| JSON Parameters | Whether to provide the parameters as a JSON object (flat) instead of individual fields. |
| Parameters JSON | The parameters for finding opportunities provided as a JSON object when JSON Parameters is true. |
| Additional Fields | Additional optional fields to filter the opportunities, including Account ID and Master Account metadata. |
| Simplify Output | Whether to simplify the output data to a specific property path. |
| Simplify Path | The path to the property in the response to return when simplifying output. |
Output
JSON
result- The main result property containing the found opportunities or simplified output based on the simplify path.
Dependencies
- Soliditech API with authentication credentials
Troubleshooting
- Ensure the JSON Parameters input is a valid JSON object when enabled; otherwise, the node throws an error.
- If required fields like Account ID or Master Account metadata are missing or malformed, the API request may fail or return incomplete data.
- Errors from the Soliditech API are propagated; check the error message for details and verify API credentials and parameter correctness.
Links
- Soliditech API Documentation - Official API documentation for Soliditech to understand available endpoints and parameters.