Actions90
- Activity Actions
- Company Actions
- Contact Actions
- Deal Actions
- Project Actions
- User Actions
Overview
This node interacts with the MOCO API to manage deals. Specifically, the 'Get' operation under the 'Deal' resource retrieves detailed information about a specific deal using its unique ID. This is useful for workflows that need to fetch deal data for reporting, updating, or integration with other systems.
Use Case Examples
- Retrieve a deal's details by its ID to display in a dashboard.
- Fetch deal information to update related records in a CRM system.
Properties
| Name | Meaning |
|---|---|
| Deal ID | The unique identifier of the deal to retrieve, required for fetching the specific deal's details. |
Output
JSON
id- The unique identifier of the deal.name- The name of the deal.currency- The currency used in the deal.money- The monetary value of the deal.reminder_date- The reminder date set for the deal.user_id- The ID of the user associated with the deal.deal_category_id- The category ID of the deal.company_id- The ID of the company related to the deal.person_id- The ID of the person related to the deal.info- Additional information about the deal.tags- Tags associated with the deal.status- The current status of the deal.closed_on- The date when the deal was closed.service_period_from- The start date of the service period for the deal.service_period_to- The end date of the service period for the deal.custom_properties- Custom properties defined for the deal.
Dependencies
- MOCO API
- API key credential for authentication
Troubleshooting
- Ensure the Deal ID is correctly provided and exists in the MOCO system to avoid 'not found' errors.
- Check API credentials and permissions if authentication errors occur.
- Handle network issues or API rate limits that might cause request failures.
Links
- MOCO API Deals Documentation - Official documentation for the MOCO API's deals endpoints, useful for understanding available fields and operations.