Actions11
- Deals Actions
- Contact Actions
- Emails Actions
- Organization Actions
- To-Dos Actions
Overview
This node integrates with the GrandCentral API to perform various automation actions. Specifically, for the Deals resource and the Change Deal Status operation, it allows users to update the status of a deal within their CRM or sales pipeline system. This is useful in scenarios where you want to programmatically track the progress of deals, such as marking them as "Open," "Won," or "Lost" based on external triggers or workflow conditions.
Practical examples include:
- Automatically marking a deal as "Won" when a payment is received.
- Changing a deal's status to "Lost" if a customer declines an offer.
- Updating deal status to "Open" when a new lead is qualified.
Properties
| Name | Meaning |
|---|---|
| Authentication | Method of authentication; currently supports "Access Token" |
| Deal | The unique identifier (string) of the deal whose status you want to change |
| Status | The new status to assign to the deal. Options: "Open" (in_progress), "Won" (won), "Lost" (lost) |
Output
The node outputs JSON data representing the response from the GrandCentral API after attempting to change the deal status. The output contains details about the action performed, typically confirming the updated status or providing error information if the operation failed.
No binary data output is produced by this node.
Dependencies
- Requires an active connection to the GrandCentral API.
- Requires an API key or access token credential configured in n8n for authentication.
- The node sends a POST request to the
/automations/actionendpoint of the GrandCentral API with the operation and parameters.
Troubleshooting
Common issues:
- Invalid or expired access token: Ensure your API token is valid and has not expired.
- Incorrect deal ID: Verify that the deal identifier provided exists in your GrandCentral account.
- Invalid status value: Use one of the allowed status options ("Open", "Won", "Lost").
- Network or API downtime: Check your internet connection and GrandCentral service status.
Error messages:
- Authentication errors usually indicate problems with the access token; reauthenticate or update credentials.
- Validation errors may occur if required parameters are missing or invalid; double-check input values.
- API errors might return detailed messages from GrandCentral; review these to adjust your inputs accordingly.
Links and References
- GrandCentral API Documentation (hypothetical link, replace with actual if available)
- n8n documentation on Creating Custom Nodes