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Overview

The node operation "Update" for the "Dossier" resource allows users to modify existing dossiers (which represent opportunities or deals) in the Whoz talent management platform. This operation is useful when you need to update details such as description, type, stage, ownership, dates, probability, priority, tags, budget targets, and management assignments of a dossier.

Typical scenarios include:

  • Updating the status or stage of a sales opportunity.
  • Adjusting financial targets like revenue or cost estimates.
  • Changing ownership or management roles associated with the dossier.
  • Adding descriptive information or tags to better categorize the dossier.

For example, you might use this node to mark a dossier as "Closed Won," update its probability of success, or assign a new business manager.

Properties

Name Meaning
Dossier ID The unique identifier of the dossier to update.
Additional Fields Optional fields to update on the dossier:
- External ID: Identifier from an external system.
- Description: Textual description of the dossier.
- Type: Either "Opportunity" or "Deal".
- Stage: One of "Open", "Closed Won", or "Closed Lost".
- Owner ID / Owner External ID: Identifiers for the dossier owner.
- Account External ID: External ID of the associated account.
- Start Date, End Date, Close Date: Relevant dates for the dossier.
- Probability: Success probability percentage (0-100%).
- Priority: One of "Low", "Medium", "High", or "Critical".
- Tags: Comma-separated list of tags.
Budget Financial target fields to update:
- Target Revenue Value & Currency
- Target Cost Value & Currency
- Target Daily Rate Value & Currency
Management Manager assignment fields to update:
- Business Manager ID / External ID
- Delivery Manager ID / External ID
- Partner Manager ID / External ID

Output

The output JSON contains the updated dossier object returned by the Whoz API after the update operation. It reflects the current state of the dossier including all updated fields.

Example structure (simplified):

{
  "id": "string",
  "name": "string",
  "accountId": "string",
  "workspaceId": "string",
  "description": "string",
  "type": "OPPORTUNITY | DEAL",
  "stage": "OPEN | CLOSED_WON | CLOSED_LOST",
  "ownerId": "string",
  "startDate": "ISO8601 date string",
  "endDate": "ISO8601 date string",
  "closeDate": "ISO8601 date string",
  "probability": number,
  "priority": "LOW | MEDIUM | HIGH | CRITICAL",
  "tags": ["string"],
  "targetRevenue": {
    "value": number,
    "currency": "EUR | USD | GBP | CHF | CAD"
  },
  "targetCost": {
    "value": number,
    "currency": "EUR | USD | GBP | CHF | CAD"
  },
  "targetDailyRate": {
    "value": number,
    "currency": "EUR | USD | GBP | CHF | CAD"
  },
  "businessManagerId": "string",
  "deliveryManagerId": "string",
  "partnerManagerId": "string",
  ...
}

No binary data output 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 REST API endpoint for dossiers (/dossier/{dossierId}) with HTTP PUT method.
  • The base URL depends on the environment setting (sandbox or production).
  • Proper API authentication credentials must be configured in n8n.

Troubleshooting

  • Missing Required Fields: The Dossier ID is mandatory. Omitting it will cause an error indicating the missing field.
  • Invalid Field Values: Providing invalid enum values for fields like Type, Stage, or Priority may result in API errors.
  • API Authentication Errors: If the OAuth2 token is expired or invalid, the request will fail with authentication errors. Refresh or reconfigure credentials.
  • Network Issues: Connectivity problems to the Whoz API endpoint can cause timeouts or connection errors.
  • Permission Denied: Insufficient permissions for the API user to update dossiers will result in authorization errors.
  • Error Messages: The node surfaces API error messages. Common ones include validation errors for incorrect data formats or missing required fields. Review the message and adjust input accordingly.

Links and References

Discussion