2021-07-02 14:34:12 -07:00
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import {
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INodeProperties,
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} from 'n8n-workflow';
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import {
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address,
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currencies,
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makeCustomFieldsFixedCollection,
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makeGetAllFields,
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} from './SharedFields';
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2021-12-03 00:44:16 -08:00
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export const leadOperations: INodeProperties[] = [
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{
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displayName: 'Operation',
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name: 'operation',
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type: 'options',
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noDataExpression: true,
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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},
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},
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options: [
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{
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name: 'Create',
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value: 'create',
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description: 'Create a lead',
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action: 'Create a lead',
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},
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{
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name: 'Create or Update',
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value: 'upsert',
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description: 'Create a new record, or update the current one if it already exists (upsert)',
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action: 'Create or update a lead',
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},
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{
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name: 'Delete',
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value: 'delete',
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description: 'Delete a lead',
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action: 'Delete a lead',
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},
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{
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name: 'Get',
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value: 'get',
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description: 'Get a lead',
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action: 'Get a lead',
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},
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{
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name: 'Get All',
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value: 'getAll',
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description: 'Get all leads',
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action: 'Get all leads',
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},
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{
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name: 'Get Fields',
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value: 'getFields',
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description: 'Get lead fields',
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action: 'Get lead fields',
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},
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{
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name: 'Update',
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value: 'update',
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description: 'Update a lead',
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action: 'Update a lead',
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},
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],
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default: 'create',
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},
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];
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export const leadFields: INodeProperties[] = [
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// ----------------------------------------
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// lead: create
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// ----------------------------------------
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{
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displayName: 'Company',
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name: 'Company',
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description: 'Company at which the lead works',
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type: 'string',
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required: true,
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default: '',
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'create',
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],
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},
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},
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},
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{
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displayName: 'Last Name',
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name: 'lastName',
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type: 'string',
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required: true,
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default: '',
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'create',
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],
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},
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},
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},
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{
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displayName: 'Additional Fields',
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name: 'additionalFields',
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type: 'collection',
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placeholder: 'Add Field',
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default: {},
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'create',
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],
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},
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},
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options: [
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address,
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{
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displayName: 'Annual Revenue',
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name: 'Annual_Revenue',
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type: 'number',
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default: '',
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description: 'Annual revenue of the lead’s company',
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},
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{
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displayName: 'Currency',
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name: 'Currency',
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type: 'options',
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default: 'USD',
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description: 'Symbol of the currency in which revenue is generated',
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options: currencies,
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},
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makeCustomFieldsFixedCollection('lead'),
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{
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displayName: 'Description',
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name: 'Description',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Designation',
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name: 'Designation',
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type: 'string',
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default: '',
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description: 'Position of the lead at their company',
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},
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{
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displayName: 'Email',
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name: 'Email',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Email Opt Out',
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name: 'Email_Opt_Out',
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type: 'boolean',
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default: false,
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},
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{
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displayName: 'Fax',
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name: 'Fax',
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type: 'string',
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default: '',
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},
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{
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displayName: 'First Name',
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name: 'First_Name',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Full Name',
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name: 'Full_Name',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Industry',
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name: 'Industry',
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type: 'string',
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default: '',
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description: 'Industry to which the lead belongs',
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},
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{
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displayName: 'Industry Type',
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name: 'Industry_Type',
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type: 'string',
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default: '',
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description: 'Type of industry to which the lead belongs',
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},
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{
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displayName: 'Lead Source',
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name: 'Lead_Source',
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type: 'string',
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default: '',
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description: 'Source from which the lead was created',
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},
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{
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displayName: 'Lead Status',
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name: 'Lead_Status',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Mobile',
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name: 'Mobile',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Number of Employees',
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name: 'No_of_Employees',
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type: 'number',
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default: '',
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description: 'Number of employees in the lead’s company',
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},
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{
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displayName: 'Phone',
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name: 'Phone',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Salutation',
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name: 'Salutation',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Secondary Email',
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name: 'Secondary_Email',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Skype ID',
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name: 'Skype_ID',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Twitter',
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name: 'Twitter',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Website',
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name: 'Website',
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type: 'string',
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default: '',
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},
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],
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},
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// ----------------------------------------
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// lead: upsert
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// ----------------------------------------
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{
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displayName: 'Company',
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name: 'Company',
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description: 'Company at which the lead works',
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type: 'string',
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required: true,
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default: '',
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'upsert',
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],
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},
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},
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},
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{
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displayName: 'Last Name',
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name: 'lastName',
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type: 'string',
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required: true,
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default: '',
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'upsert',
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],
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},
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},
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},
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{
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displayName: 'Additional Fields',
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name: 'additionalFields',
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type: 'collection',
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placeholder: 'Add Field',
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default: {},
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displayOptions: {
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show: {
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resource: [
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'lead',
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],
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operation: [
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'upsert',
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],
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},
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},
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options: [
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address,
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{
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displayName: 'Annual Revenue',
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name: 'Annual_Revenue',
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type: 'number',
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default: '',
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description: 'Annual revenue of the lead’s company',
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},
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{
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displayName: 'Currency',
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name: 'Currency',
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type: 'options',
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default: 'USD',
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description: 'Symbol of the currency in which revenue is generated',
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options: currencies,
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},
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makeCustomFieldsFixedCollection('lead'),
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{
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displayName: 'Description',
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name: 'Description',
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type: 'string',
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default: '',
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},
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{
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displayName: 'Designation',
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name: 'Designation',
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type: 'string',
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default: '',
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description: 'Position of the lead at their company',
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},
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|
|
|
{
|
|
|
|
|
displayName: 'Email',
|
|
|
|
|
name: 'Email',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
description: 'Email of the lead. If a record with this email exists it will be updated, otherwise a new one will be created.',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Email Opt Out',
|
|
|
|
|
name: 'Email_Opt_Out',
|
|
|
|
|
type: 'boolean',
|
|
|
|
|
default: false,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Fax',
|
|
|
|
|
name: 'Fax',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'First Name',
|
|
|
|
|
name: 'First_Name',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Full Name',
|
|
|
|
|
name: 'Full_Name',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Industry',
|
|
|
|
|
name: 'Industry',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Industry to which the lead belongs',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Industry Type',
|
|
|
|
|
name: 'Industry_Type',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Type of industry to which the lead belongs',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead Source',
|
|
|
|
|
name: 'Lead_Source',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Source from which the lead was created',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead Status',
|
|
|
|
|
name: 'Lead_Status',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Mobile',
|
|
|
|
|
name: 'Mobile',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Number of Employees',
|
|
|
|
|
name: 'No_of_Employees',
|
|
|
|
|
type: 'number',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Number of employees in the lead’s company',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Phone',
|
|
|
|
|
name: 'Phone',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Salutation',
|
|
|
|
|
name: 'Salutation',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Secondary Email',
|
|
|
|
|
name: 'Secondary_Email',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Skype ID',
|
|
|
|
|
name: 'Skype_ID',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Twitter',
|
|
|
|
|
name: 'Twitter',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Website',
|
|
|
|
|
name: 'Website',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
// lead: delete
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead ID',
|
|
|
|
|
name: 'leadId',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'ID of the lead to delete',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
type: 'string',
|
|
|
|
|
required: true,
|
|
|
|
|
default: '',
|
|
|
|
|
displayOptions: {
|
|
|
|
|
show: {
|
|
|
|
|
resource: [
|
|
|
|
|
'lead',
|
|
|
|
|
],
|
|
|
|
|
operation: [
|
|
|
|
|
'delete',
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
// lead: get
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead ID',
|
|
|
|
|
name: 'leadId',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'ID of the lead to retrieve',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
type: 'string',
|
|
|
|
|
required: true,
|
|
|
|
|
default: '',
|
|
|
|
|
displayOptions: {
|
|
|
|
|
show: {
|
|
|
|
|
resource: [
|
|
|
|
|
'lead',
|
|
|
|
|
],
|
|
|
|
|
operation: [
|
|
|
|
|
'get',
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
// lead: getAll
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
...makeGetAllFields('lead'),
|
|
|
|
|
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
// lead: update
|
|
|
|
|
// ----------------------------------------
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead ID',
|
|
|
|
|
name: 'leadId',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'ID of the lead to update',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
type: 'string',
|
|
|
|
|
required: true,
|
|
|
|
|
default: '',
|
|
|
|
|
displayOptions: {
|
|
|
|
|
show: {
|
|
|
|
|
resource: [
|
|
|
|
|
'lead',
|
|
|
|
|
],
|
|
|
|
|
operation: [
|
|
|
|
|
'update',
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Update Fields',
|
|
|
|
|
name: 'updateFields',
|
|
|
|
|
type: 'collection',
|
|
|
|
|
placeholder: 'Add Field',
|
|
|
|
|
default: {},
|
|
|
|
|
displayOptions: {
|
|
|
|
|
show: {
|
|
|
|
|
resource: [
|
|
|
|
|
'lead',
|
|
|
|
|
],
|
|
|
|
|
operation: [
|
|
|
|
|
'update',
|
|
|
|
|
],
|
|
|
|
|
},
|
|
|
|
|
},
|
|
|
|
|
options: [
|
|
|
|
|
address,
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Annual Revenue',
|
|
|
|
|
name: 'Annual_Revenue',
|
|
|
|
|
type: 'number',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Annual revenue of the lead’s company',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Company',
|
|
|
|
|
name: 'Company',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Company at which the lead works',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Currency',
|
|
|
|
|
name: 'Currency',
|
|
|
|
|
type: 'options',
|
|
|
|
|
default: 'USD',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Symbol of the currency in which revenue is generated',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
options: currencies,
|
|
|
|
|
},
|
|
|
|
|
makeCustomFieldsFixedCollection('lead'),
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Description',
|
|
|
|
|
name: 'Description',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Designation',
|
|
|
|
|
name: 'Designation',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Position of the lead at their company',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Email',
|
|
|
|
|
name: 'Email',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Email Opt Out',
|
|
|
|
|
name: 'Email_Opt_Out',
|
|
|
|
|
type: 'boolean',
|
|
|
|
|
default: false,
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Fax',
|
|
|
|
|
name: 'Fax',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'First Name',
|
|
|
|
|
name: 'First_Name',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Full Name',
|
|
|
|
|
name: 'Full_Name',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Industry',
|
|
|
|
|
name: 'Industry',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Industry to which the lead belongs',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Industry Type',
|
|
|
|
|
name: 'Industry_Type',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Type of industry to which the lead belongs',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Last Name',
|
|
|
|
|
name: 'Last_Name',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead Source',
|
|
|
|
|
name: 'Lead_Source',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Source from which the lead was created',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Lead Status',
|
|
|
|
|
name: 'Lead_Status',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Mobile',
|
|
|
|
|
name: 'Mobile',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Number of Employees',
|
|
|
|
|
name: 'No_of_Employees',
|
|
|
|
|
type: 'number',
|
|
|
|
|
default: '',
|
2022-05-06 14:01:25 -07:00
|
|
|
|
description: 'Number of employees in the lead’s company',
|
2021-07-02 14:34:12 -07:00
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Phone',
|
|
|
|
|
name: 'Phone',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Salutation',
|
|
|
|
|
name: 'Salutation',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Secondary Email',
|
|
|
|
|
name: 'Secondary_Email',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Skype ID',
|
|
|
|
|
name: 'Skype_ID',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Twitter',
|
|
|
|
|
name: 'Twitter',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
{
|
|
|
|
|
displayName: 'Website',
|
|
|
|
|
name: 'Website',
|
|
|
|
|
type: 'string',
|
|
|
|
|
default: '',
|
|
|
|
|
},
|
|
|
|
|
],
|
|
|
|
|
},
|
2021-12-03 00:44:16 -08:00
|
|
|
|
];
|