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 mark an opportunity as lost. It is useful in sales and CRM workflows where tracking the status of sales opportunities is important. For example, when a sales opportunity is no longer viable, this node can update the system with the lost reason, helping teams maintain accurate sales pipeline data.
Use Case Examples
- Mark an opportunity as lost with a specific reason such as 'Competitor'.
- Update the status of an opportunity to lost to trigger follow-up actions or reporting.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the opportunity to be marked as lost. |
| Lost Reason | The reason why the opportunity was lost, e.g., 'Competitor'. |
| Simplify Output | Whether to simplify the output data to return only a specific property path. |
| Simplify Path | The path to the property in the response that should be returned if output simplification is enabled. |
Output
JSON
result- The main result object returned from the API after marking the opportunity as lost.
Dependencies
- Soliditech API with authentication credentials
Troubleshooting
- Ensure the Opportunity ID is valid and exists in the system; otherwise, the API call will fail.
- The Lost Reason must be provided and meaningful to avoid errors or incorrect data updates.
- If the 'Simplify Output' option is enabled, ensure the 'Simplify Path' is correctly set to a valid property path in the API response.
- Common errors include invalid parameters or unsupported operations for the selected resource, which will throw descriptive errors.
Links
- Soliditech API - Lost Opportunity - Official API documentation for marking an opportunity as lost.