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Overview

This node integrates with the SignifyCRM API to manage Opportunities within a CRM system. Specifically, the "Create" operation for the Opportunity resource allows users to create new sales opportunities linked to accounts, specifying details such as opportunity name, amount, sales stage, expected close date, and other relevant fields.

Common scenarios where this node is beneficial include automating the creation of sales opportunities from lead generation workflows, syncing opportunities from external systems, or programmatically managing sales pipelines.

Practical example: After capturing a potential customer’s interest via a web form, you can use this node to automatically create an Opportunity in SignifyCRM with details like the account, expected close date, sales stage, and amount, enabling your sales team to follow up efficiently.

Properties

Name Meaning
Opportunity Name The name/title of the opportunity being created. (Required)
Account Name or ID The associated account for the opportunity. Choose from a list of existing accounts or specify an ID using an expression. (Required)
Type The type of opportunity. Options: "", "Existing Business", "New Business".
Lead Source The source from which the lead originated. Options include: "", "Campaign", "Cold Call", "Conference", "Email", "Employee", "Existing Customer", "Other", "Partner", "Self Generated", "Social Media", "Trade Show", "Web Site", "Word of mouth".
Sales Stage The current stage of the sales process. Options: "Cancelled", "Closed Lost", "Closed Won", "Negotiation/Review", "Postponed", "Proposal/Price Quote", "Prospecting", "Qualification". Default is "Prospecting".
Currency Name or ID The currency used for the opportunity amount. Choose from a list or specify an ID using an expression.
Amount The monetary value of the opportunity. (Required)
Expected Close Date The anticipated date when the opportunity will be closed. (Required)
Additional Fields A collection of optional additional fields that can be set on the opportunity:
- Assigned To Name or ID User assigned to the opportunity. Choose from a list or specify an ID using an expression.
- Campaign Name or ID Associated campaign. Choose from a list or specify an ID using an expression.
- Description Text description of the opportunity.
- Next Step The next step planned in the sales process.
- Probability (%) The probability percentage of closing the opportunity. Auto-filled based on Sales Stage but editable. Default is 10%.

Output

The node outputs JSON data representing the response from the SignifyCRM API after creating the opportunity. This typically includes details about the newly created opportunity record, such as its unique ID and the values of the fields submitted.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the SignifyCRM API.
  • Needs an API authentication token or API key credential configured in n8n to authorize requests.
  • Uses internal helper methods to fetch user IDs and load options dynamically for fields like accounts, users, campaigns, and currencies.

Troubleshooting

  • Missing Required Fields: Ensure all required fields ("Opportunity Name", "Account Name or ID", "Amount", "Expected Close Date") are provided; otherwise, the API may reject the request.
  • Invalid Account or Currency ID: If specifying IDs manually, verify they exist in SignifyCRM; invalid references will cause errors.
  • API Authentication Errors: Confirm that the API credentials are correctly configured and have sufficient permissions.
  • Probability Field Issues: The node auto-fills the probability based on the sales stage if not provided. If you override it, ensure the value is a valid string representing a number.
  • Network or API Downtime: Temporary connectivity issues with SignifyCRM will cause failures; retry or check service status.

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