import { INodeProperties, } from 'n8n-workflow'; export const leadOperations: INodeProperties[] = [ { displayName: 'Operation', name: 'operation', type: 'options', displayOptions: { show: { resource: [ 'lead', ], }, }, options: [ { name: 'Add Lead To Campaign', value: 'addToCampaign', description: 'Add lead to a campaign', }, { name: 'Add Note', value: 'addNote', description: 'Add note to a lead', }, { name: 'Create', value: 'create', description: 'Create a lead', }, { name: 'Create or Update', value: 'upsert', description: 'Create a new lead, or update the current one if it already exists (upsert)', }, { name: 'Delete', value: 'delete', description: 'Delete a lead', }, { name: 'Get', value: 'get', description: 'Get a lead', }, { name: 'Get All', value: 'getAll', description: 'Get all leads', }, { name: 'Get Summary', value: 'getSummary', description: `Returns an overview of Lead's metadata`, }, { name: 'Update', value: 'update', description: 'Update a lead', }, ], default: 'create', description: 'The operation to perform.', }, ]; export const leadFields: INodeProperties[] = [ /* -------------------------------------------------------------------------- */ /* lead:create */ /* -------------------------------------------------------------------------- */ { displayName: 'Match Against', name: 'externalId', type: 'options', typeOptions: { loadOptionsMethod: 'getExternalIdFields', loadOptionsDependsOn: [ 'resource', ], }, required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'upsert', ], }, }, description: `The field to check to see if the lead already exists`, }, { displayName: 'Value to Match', name: 'externalIdValue', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'upsert', ], }, }, description: `If this value exists in the 'match against' field, update the lead. Otherwise create a new one`, }, { displayName: 'Company', name: 'company', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'create', 'upsert', ], }, }, description: 'Company of the lead. If person account record types have been enabled, and if the value of Company is null, the lead converts to a person account.', }, { displayName: 'Last Name', name: 'lastname', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'create', 'upsert', ], }, }, description: 'Required. Last name of the lead. Limited to 80 characters.', }, { displayName: 'Additional Fields', name: 'additionalFields', type: 'collection', placeholder: 'Add Field', default: {}, displayOptions: { show: { resource: [ 'lead', ], operation: [ 'create', 'upsert', ], }, }, options: [ { displayName: 'Annual Revenue', name: 'annualRevenue', type: 'number', typeOptions: { numberPrecision: 2, numberStepSize: 1, }, default: '', description: 'Annual revenue for the company of the lead.', }, { displayName: 'City', name: 'city', type: 'string', default: '', description: 'City for the address of the lead.', }, { displayName: 'Custom Fields', name: 'customFieldsUi', placeholder: 'Add Custom Field', type: 'fixedCollection', typeOptions: { multipleValues: true, }, description: 'Filter by custom fields ', default: {}, options: [ { name: 'customFieldsValues', displayName: 'Custom Field', values: [ { displayName: 'Field ID', name: 'fieldId', type: 'options', typeOptions: { loadOptionsMethod: 'getCustomFields', }, default: '', description: 'The ID of the field to add custom field to.', }, { displayName: 'Value', name: 'value', type: 'string', default: '', description: 'The value to set on custom field.', }, ], }, ], }, { displayName: 'Description', name: 'description', type: 'string', typeOptions: { alwaysOpenEditWindow: true, }, default: '', description: 'Description of the lead.', }, { displayName: 'Email', name: 'email', type: 'string', default: '', description: 'Email address for the lead.', }, { displayName: 'Fist Name', name: 'firstname', type: 'string', default: '', description: 'First name of the lead. Limited to 40 characters.', }, { displayName: 'Industry', name: 'industry', type: 'string', default: '', description: 'Website for the lead.', }, { displayName: 'Is Unread By Owner', name: 'IsUnreadByOwner', type: 'boolean', default: false, description: 'If true, lead has been assigned, but not yet viewed. See Unread Leads for more information. Label is Unread By Owner.', }, { displayName: 'Jigsaw', name: 'jigsaw', type: 'string', default: '', description: `references the ID of a contact in Data.com. If a lead has a value in this field, it means that a contact was imported as a lead from Data.com.`, }, { displayName: 'Lead Source', name: 'leadSource', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadSources', }, default: '', description: 'Source from which the lead was obtained.', }, { displayName: 'Mobile Phone', name: 'mobilePhone', type: 'string', default: '', description: `Contact’s mobile phone number.`, }, { displayName: 'Number Of Employees', name: 'numberOfEmployees', type: 'number', typeOptions: { numberStepSize: 1, }, default: '', description: 'Number of employees at the lead’s company. Label is Employees.', }, { displayName: 'Owner', name: 'owner', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadOwners', }, default: '', description: 'The owner of the lead.', }, { displayName: 'Phone', name: 'phone', type: 'string', default: '', description: 'Phone number for the lead.', }, { displayName: 'Postal Code', name: 'postalCode', type: 'string', default: '', description: 'Postal code for the address of the lead. Label is Zip/Postal Code.', }, { displayName: 'Record Type ID', name: 'recordTypeId', type: 'options', typeOptions: { loadOptionsMethod: 'getRecordTypes', }, default: '', }, { displayName: 'Rating', name: 'rating', type: 'string', default: '', description: 'Rating of the lead.', }, { displayName: 'Salutation', name: 'salutation', type: 'string', default: '', description: 'Salutation for the lead.', }, { displayName: 'State', name: 'state', type: 'string', default: '', description: 'State for the address of the lead.', }, { displayName: 'Status', name: 'status', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadStatuses', }, default: '', description: 'Status code for this converted lead.', }, { displayName: 'Street', name: 'street', type: 'string', default: '', description: 'Street number and name for the address of the lead.', }, { displayName: 'Title', name: 'title', type: 'string', default: '', description: 'Title for the lead, for example CFO or CEO.', }, { displayName: 'Website', name: 'website', type: 'string', default: '', description: 'Website for the lead.', }, ], }, /* -------------------------------------------------------------------------- */ /* lead:update */ /* -------------------------------------------------------------------------- */ { displayName: 'Lead ID', name: 'leadId', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'update', ], }, }, description: 'ID of Lead that needs to be fetched.', }, { displayName: 'Update Fields', name: 'updateFields', type: 'collection', placeholder: 'Add Field', default: {}, displayOptions: { show: { resource: [ 'lead', ], operation: [ 'update', ], }, }, options: [ { displayName: 'Annual Revenue', name: 'annualRevenue', type: 'number', typeOptions: { numberPrecision: 2, numberStepSize: 1, }, default: '', description: 'Annual revenue for the company of the lead.', }, { displayName: 'City', name: 'city', type: 'string', default: '', description: 'City for the address of the lead.', }, { displayName: 'Company', name: 'company', type: 'string', default: '', description: 'Company of the lead. If person account record types have been enabled, and if the value of Company is null, the lead converts to a person account.', }, { displayName: 'Custom Fields', name: 'customFieldsUi', placeholder: 'Add Custom Field', type: 'fixedCollection', typeOptions: { multipleValues: true, }, description: 'Filter by custom fields ', default: {}, options: [ { name: 'customFieldsValues', displayName: 'Custom Field', values: [ { displayName: 'Field ID', name: 'fieldId', type: 'options', typeOptions: { loadOptionsMethod: 'getCustomFields', }, default: '', description: 'The ID of the field to add custom field to.', }, { displayName: 'Value', name: 'value', type: 'string', default: '', description: 'The value to set on custom field.', }, ], }, ], }, { displayName: 'Description', name: 'description', type: 'string', typeOptions: { alwaysOpenEditWindow: true, }, default: '', description: 'Description of the lead.', }, { displayName: 'Email', name: 'email', type: 'string', default: '', description: 'Email address for the lead.', }, { displayName: 'Fist Name', name: 'firstname', type: 'string', default: '', description: 'First name of the lead. Limited to 40 characters.', }, { displayName: 'Industry', name: 'industry', type: 'string', default: '', description: 'Website for the lead.', }, { displayName: 'Is Unread By Owner', name: 'IsUnreadByOwner', type: 'boolean', default: false, description: 'If true, lead has been assigned, but not yet viewed. See Unread Leads for more information. Label is Unread By Owner.', }, { displayName: 'Jigsaw', name: 'jigsaw', type: 'string', default: '', description: `references the ID of a contact in Data.com. If a lead has a value in this field, it means that a contact was imported as a lead from Data.com.`, }, { displayName: 'Last Name', name: 'lastname', type: 'string', default: '', description: 'Required. Last name of the lead. Limited to 80 characters.', }, { displayName: 'Lead Source', name: 'leadSource', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadSources', }, default: '', description: 'Source from which the lead was obtained.', }, { displayName: 'Mobile Phone', name: 'mobilePhone', type: 'string', default: '', description: `Contact’s mobile phone number.`, }, { displayName: 'Number Of Employees', name: 'numberOfEmployees', type: 'number', typeOptions: { numberStepSize: 1, }, default: '', description: 'Number of employees at the lead’s company. Label is Employees.', }, { displayName: 'Owner', name: 'owner', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadOwners', }, default: '', description: 'The owner of the lead.', }, { displayName: 'Postal Code', name: 'postalCode', type: 'string', default: '', description: 'Postal code for the address of the lead. Label is Zip/Postal Code.', }, { displayName: 'Phone', name: 'phone', type: 'string', default: '', description: 'Phone number for the lead.', }, { displayName: 'Record Type ID', name: 'recordTypeId', type: 'options', typeOptions: { loadOptionsMethod: 'getRecordTypes', }, default: '', }, { displayName: 'Rating', name: 'rating', type: 'string', default: '', description: 'Rating of the lead.', }, { displayName: 'Salutation', name: 'salutation', type: 'string', default: '', description: 'Salutation for the lead.', }, { displayName: 'State', name: 'state', type: 'string', default: '', description: 'State for the address of the lead.', }, { displayName: 'Status', name: 'status', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadStatuses', }, default: '', description: 'Status code for this converted lead.', }, { displayName: 'Street', name: 'street', type: 'string', default: '', description: 'Street number and name for the address of the lead.', }, { displayName: 'Title', name: 'title', type: 'string', default: '', description: 'Title for the lead, for example CFO or CEO.', }, { displayName: 'Website', name: 'website', type: 'string', default: '', description: 'Website for the lead.', }, ], }, /* -------------------------------------------------------------------------- */ /* lead:get */ /* -------------------------------------------------------------------------- */ { displayName: 'Lead ID', name: 'leadId', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'get', ], }, }, description: 'ID of Lead that needs to be fetched.', }, /* -------------------------------------------------------------------------- */ /* lead:delete */ /* -------------------------------------------------------------------------- */ { displayName: 'Lead ID', name: 'leadId', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'delete', ], }, }, description: 'ID of Lead that needs to be fetched.', }, /* -------------------------------------------------------------------------- */ /* lead:getAll */ /* -------------------------------------------------------------------------- */ { displayName: 'Return All', name: 'returnAll', type: 'boolean', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'getAll', ], }, }, default: false, description: 'If all results should be returned or only up to a given limit.', }, { displayName: 'Limit', name: 'limit', type: 'number', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'getAll', ], returnAll: [ false, ], }, }, typeOptions: { minValue: 1, maxValue: 100, }, default: 50, description: 'How many results to return.', }, { displayName: 'Options', name: 'options', type: 'collection', placeholder: 'Add Field', default: {}, displayOptions: { show: { resource: [ 'lead', ], operation: [ 'getAll', ], }, }, options: [ { displayName: 'Conditions', name: 'conditionsUi', placeholder: 'Add Condition', type: 'fixedCollection', typeOptions: { multipleValues: true, }, description: 'The condition to set.', default: {}, options: [ { name: 'conditionValues', displayName: 'Condition', values: [ { displayName: 'Field', name: 'field', type: 'options', typeOptions: { loadOptionsMethod: 'getLeadFields', }, default: '', description: 'For date, number, or boolean, please use expressions.', }, { displayName: 'Operation', name: 'operation', type: 'options', options: [ { name: '=', value: 'equal', }, { name: '>', value: '>', }, { name: '<', value: '<', }, { name: '>=', value: '>=', }, { name: '<=', value: '<=', }, ], default: 'equal', }, { displayName: 'Value', name: 'value', type: 'string', default: '', }, ], }, ], }, { displayName: 'Fields', name: 'fields', type: 'string', default: '', description: 'Fields to include separated by ,', }, ], }, /* -------------------------------------------------------------------------- */ /* contact:addToCampaign */ /* -------------------------------------------------------------------------- */ { displayName: 'Lead ID', name: 'leadId', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addToCampaign', ], }, }, description: 'ID of contact that needs to be fetched.', }, { displayName: 'Campaign', name: 'campaignId', type: 'options', typeOptions: { loadOptionsMethod: 'getCampaigns', }, required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addToCampaign', ], }, }, description: 'ID of the campaign that needs to be fetched.', }, { displayName: 'Options', name: 'options', type: 'collection', placeholder: 'Add Field', default: {}, displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addToCampaign', ], }, }, options: [ { displayName: 'Status', name: 'status', type: 'string', default: '', description: 'Controls the HasResponded flag on this object.', }, ], }, /* -------------------------------------------------------------------------- */ /* lead:addNote */ /* -------------------------------------------------------------------------- */ { displayName: 'Lead ID', name: 'leadId', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addNote', ], }, }, description: 'ID of lead that needs to be fetched.', }, { displayName: 'Title', name: 'title', type: 'string', required: true, default: '', displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addNote', ], }, }, description: 'Title of the note.', }, { displayName: 'Options', name: 'options', type: 'collection', placeholder: 'Add Field', default: {}, displayOptions: { show: { resource: [ 'lead', ], operation: [ 'addNote', ], }, }, options: [ { displayName: 'Body', name: 'body', type: 'string', default: '', typeOptions: { alwaysOpenEditWindow: true, }, description: 'Body of the note. Limited to 32 KB.', }, { displayName: 'Is Private', name: 'isPrivate', type: 'boolean', default: false, description: 'If true, only the note owner or a user with the “Modify All Data” permission can view the note or query it via the API', }, { displayName: 'Owner', name: 'owner', type: 'options', typeOptions: { loadOptionsMethod: 'getUsers', }, default: '', description: 'ID of the user who owns the note.', }, ], }, ];