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 'List' operation under the 'Deal' resource fetches a list of deals from MOCO. It supports filtering and pagination options, allowing users to retrieve all deals or limit the number of results. Filters include deal IDs, update timestamps, company association, deal status, closing dates, and tags. This node is useful for scenarios where users need to integrate MOCO deal data into workflows, such as syncing deals with other systems, generating reports, or automating deal-related processes.
Use Case Examples
- Retrieve all deals updated after a specific date to sync with a CRM system.
- Fetch a limited number of deals with a 'pending' status for a sales dashboard.
- Filter deals by company ID and tags to generate targeted marketing lists.
Properties
| Name | Meaning |
|---|---|
| Return All | Whether to return all results or only up to a given limit. |
| Limit | Maximum number of deal results to return when 'Return All' is false. |
| IDs | Comma-separated list of deal IDs to filter and fetch specific deals. |
| Updated After | Timestamp to filter deals created or updated after this date. |
| Additional Fields | Additional optional filters for the deal list, including closed date range, company filter, deal status, and tags. |
Output
JSON
id- Unique identifier of the deal.name- Name of the deal.currency- Currency used in the deal.money- Monetary value of the deal.reminder_date- Reminder date set for the deal.user_id- ID of the user associated with the deal.deal_category_id- Category ID of the deal.company_id- ID of the company associated with the deal.person_id- ID of the person associated with the deal.info- Additional information about the deal.tags- Tags associated with the deal.status- Current status of the deal.closed_on- Date when the deal was closed.service_period_from- Start date of the service period for the deal.service_period_to- End date of the service period for the deal.
Dependencies
- MOCO API
- API key credential for MOCO API authentication
Troubleshooting
- Ensure the API credentials are correctly configured and have the necessary permissions to access deal data.
- If the node returns no results, verify the filter parameters such as IDs, dates, and status are correctly set and match existing deals.
- Handle API rate limits by enabling 'Return All' cautiously or using appropriate limits to avoid request throttling.
Links
- MOCO API Deals Documentation - Official MOCO API documentation for managing deals, including available endpoints and parameters.