Overview
This node manages deals (business transactions) using the Clint API. It supports operations to list all deals, get details of a specific deal, create a new deal, update an existing deal, and delete a deal. This node is useful for automating deal management workflows, such as syncing deals from Clint API to other systems, or managing deals programmatically within an automation.
Use Case Examples
- Listing all deals to display or process them in a workflow.
- Retrieving details of a specific deal by its ID for further analysis or updates.
- Creating a new deal with specified title, contact, value, group, and origin information.
- Updating an existing deal's details based on new information received from another system or user input.
Properties
| Name | Meaning |
|---|---|
| Operation | Specifies the action to perform on deals: list, get, create, update, or delete. |
| Deal ID | The unique identifier of the deal to get, update, or delete. Required for get, update, and delete operations. |
| Title | The title or name of the deal. Used when creating or updating a deal. |
| Contact ID | Identifier of the contact associated with the deal. Used when creating or updating a deal. |
| Value | Monetary value of the deal. Used when creating or updating a deal. |
| Group ID | Identifier of the group associated with the deal. Used when creating or updating a deal. |
| Origin ID | Identifier of the origin/source of the deal. Used when creating or updating a deal. |
Output
JSON
json- The JSON response from the Clint API for the performed operation. It contains deal data or success confirmation, or error details if the operation failed.
Dependencies
- Clint API accessed via HTTP requests using an API token for authentication.
Troubleshooting
- Common issues include invalid or missing API token leading to authentication errors.
- Incorrect deal ID causing 'not found' errors when getting, updating, or deleting a deal.
- Validation errors when creating or updating deals if required fields are missing or invalid.
- Network or API downtime causing request failures.
Links
- Clint API Documentation - Official documentation for the Clint API, detailing endpoints and data structures used by this node.