Actions25
Overview
The node enables interaction with the Whoz talent management platform, specifically allowing users to create a new "Dossier" (which represents an opportunity or deal) within the system. This operation is useful for managing sales pipelines, tracking business opportunities, and organizing deals linked to accounts and workspaces.
Typical use cases include:
- Creating a new sales opportunity tied to a specific account and workspace.
- Adding detailed metadata such as budget targets, management assignments, and dossier stages.
- Automating the creation of dossiers from external systems or workflows.
For example, a sales automation workflow could create a dossier when a lead reaches a certain qualification stage, populating fields like probability, priority, and expected close date.
Properties
| Name | Meaning |
|---|---|
| Name | Name of the dossier (required). |
| Account ID | Identifier of the associated account (required). |
| Workspace ID | Identifier of the workspace where the dossier belongs (required). |
| Additional Fields | Optional extra details about the dossier: - External ID: External system identifier. - Description: Text description. - Type: Opportunity or Deal. - Stage: Open, Closed Won, or Closed Lost. - Owner ID / Owner External ID: Identifiers of the dossier owner. - Account External ID: External ID of the associated account. - Start Date, End Date, Close Date: Relevant dates. - Probability: Success chance (0-100%). - Priority: Low, Medium, High, Critical. - Tags: Comma-separated tags. |
| Budget | Budget-related target values: - Target Revenue Value & Currency. - Target Cost Value & Currency. - Target Daily Rate Value & Currency. |
| Management | IDs and external IDs for managers: - Business Manager - Delivery Manager - Partner Manager |
Output
The output JSON contains the newly created dossier object as returned by the Whoz API. It includes all dossier properties such as its unique ID, name, associated account and workspace IDs, additional fields, budget details, and management assignments.
No binary data is produced by this operation.
Dependencies
- Requires an active connection to the Whoz talent management platform via an OAuth2 API credential.
- The node uses the Whoz API endpoint
/dossierwith a POST request to create the dossier. - The base URL depends on the environment setting in credentials (sandbox or production).
- Proper API authentication and permissions are necessary to create dossiers.
Troubleshooting
- Missing Required Fields: Errors will occur if
Name,Account ID, orWorkspace IDare not provided. Ensure these mandatory fields are set. - API Authentication Errors: If the OAuth2 token is invalid or expired, requests will fail. Re-authenticate or refresh credentials.
- Invalid Field Values: Providing unsupported values for enumerated fields like
Type,Stage, orPrioritymay cause errors. Use only allowed options. - Network Issues: Connectivity problems to the Whoz API endpoint can cause failures. Verify network access and endpoint availability.
- Error Messages: The node surfaces API error messages. Common issues include permission denied, invalid input data, or quota limits. Review the error message and adjust inputs or credentials accordingly.
Links and References
- Whoz API Documentation (general reference for API endpoints and data models)
- n8n OAuth2 Credential Setup (for configuring API authentication)
This summary is based solely on static analysis of the provided source code and property definitions.