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SignifyCRM

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Overview

This node integrates with the SignifyCRM API to update an existing Opportunity record. It allows users to modify various fields of an opportunity such as its name, associated account, amount, sales stage, expected close date, type, lead source, currency, and additional optional fields like assigned user, campaign, description, next step, and probability.

Typical use cases include:

  • Automating updates to sales opportunities based on external triggers or workflows.
  • Synchronizing opportunity data from other systems into SignifyCRM.
  • Adjusting opportunity details dynamically during a sales process.

For example, you could use this node to update the sales stage and expected close date of an opportunity after a meeting with a client, or to assign the opportunity to a different sales representative.

Properties

Name Meaning
Opportunity ID The unique identifier of the opportunity to update (required).
Opportunity Name The new name for the opportunity.
Account Name or ID The account associated with the opportunity. You can select from a list or specify an ID via expression.
Type The type of opportunity. Options: Existing Business, New Business.
Lead Source The origin of the lead. 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 in the sales process. Options: Cancelled, Closed Lost, Closed Won, Negotiation/Review, Postponed, Proposal/Price Quote, Prospecting, Qualification.
Currency Name or ID The currency used for the opportunity amount. Select from a list or specify an ID via expression.
Amount The monetary value of the opportunity. Defaults to "0".
Expected Close Date The anticipated closing date of the opportunity.
Additional Fields A collection of optional fields that can be set:
- Assigned To Name or ID The user assigned to the opportunity. Select from a list or specify an ID via expression.
- Campaign Name or ID The campaign associated with the opportunity. Select from a list or specify an ID via expression.
- Description Textual description of the opportunity.
- Next Step The next planned action or step for the opportunity.
- Probability (%) The likelihood of winning the opportunity, expressed as a percentage. This is auto-filled based on the sales stage but can be manually edited.

Output

The node outputs JSON data representing the updated opportunity record as returned by the SignifyCRM API. The structure includes all fields of the opportunity, reflecting the changes made.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to the SignifyCRM API using an API key credential configured in n8n.
  • The node uses internal helper methods to fetch lists for accounts, currencies, users, and campaigns to populate dropdown options.
  • No additional external dependencies are required beyond the SignifyCRM API access.

Troubleshooting

  • Missing or invalid Opportunity ID: The update operation requires a valid opportunity ID. Ensure the ID is correct and exists in SignifyCRM.
  • API authentication errors: Verify that the API key credential is correctly configured and has sufficient permissions.
  • Invalid field values: Some fields have restricted options (e.g., sales stage, lead source). Providing unsupported values may cause errors.
  • Empty required fields: Although only Opportunity ID is strictly required, some API configurations might require other fields depending on business rules.
  • Network or connectivity issues: Ensure that n8n can reach the SignifyCRM API endpoint without firewall or proxy restrictions.

If the node throws an error, check the error message for clues and verify the input parameters and credentials.

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