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 load detailed information about a sales opportunity. It allows users to specify parameters either as a JSON object or through individual fields, including unique references, opportunity IDs, and nested sales opportunity metadata. The node sends a POST request to the Soliditech API's LoadOpportunity endpoint and returns the opportunity data. It is useful for scenarios where users need to retrieve comprehensive opportunity details for sales tracking, reporting, or integration with other systems.
Use Case Examples
- A sales team member wants to fetch detailed information about a specific sales opportunity by its ID to review its status and associated metadata.
- An automated workflow retrieves opportunity data to update a CRM system or generate sales reports.
Properties
| Name | Meaning |
|---|---|
| JSON Parameters | Whether to provide parameters as a JSON object instead of individual fields. |
| Parameters JSON | Parameters as a JSON object (flat) to specify the request payload when JSON Parameters is true. |
| Additional Fields | Additional parameters for the Load Opportunity operation, including unique reference, opportunity ID, and sales opportunity metadata fields. |
| Simplify Output | Whether to simplify the output data by extracting a specific property path. |
| Simplify Path | The JSON path to the property that should be returned when simplifying output. |
Output
JSON
result- The main result object containing the loaded opportunity data.
Dependencies
- Soliditech API
- an API key credential for authentication
Troubleshooting
- Ensure that the Parameters JSON is a valid JSON object when JSON Parameters is enabled; otherwise, the node throws an error.
- If required fields like Opportunity ID or Unique Reference are missing, the API request may fail or return incomplete data.
- Binary data is not applicable for this operation, so ensure input data is correctly formatted as JSON or fields.
Links
- Soliditech API - Load Opportunity - Official API documentation for the Load Opportunity endpoint.