import type { INodeProperties } from 'n8n-workflow';
import { currencies, makeCustomFieldsFixedCollection, makeGetAllFields } from './SharedFields';
export const dealOperations: INodeProperties[] = [
{
displayName: 'Operation',
name: 'operation',
type: 'options',
noDataExpression: true,
displayOptions: {
show: {
resource: ['deal'],
},
},
options: [
{
name: 'Create',
value: 'create',
description: 'Create a deal',
action: 'Create a deal',
},
{
name: 'Create or Update',
value: 'upsert',
description: 'Create a new record, or update the current one if it already exists (upsert)',
action: 'Create or Update a deal',
},
{
name: 'Delete',
value: 'delete',
description: 'Delete a contact',
action: 'Delete a deal',
},
{
name: 'Get',
value: 'get',
description: 'Get a contact',
action: 'Get a deal',
},
{
name: 'Get Many',
value: 'getAll',
description: 'Get many contacts',
action: 'Get many deals',
},
{
name: 'Update',
value: 'update',
description: 'Update a contact',
action: 'Update a deal',
},
],
default: 'create',
},
];
export const dealFields: INodeProperties[] = [
// ----------------------------------------
// deal: create
// ----------------------------------------
{
displayName: 'Deal Name',
name: 'dealName',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['create'],
},
},
},
// ----------------------------------------
// deal: upsert
// ----------------------------------------
{
displayName: 'Deal Name',
name: 'dealName',
description:
'Name of the deal. If a record with this deal name exists it will be updated, otherwise a new one will be created.',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['upsert'],
},
},
},
// ----------------------------------------
// deal: create + upsert
// ----------------------------------------
{
displayName: 'Stage Name or ID',
name: 'stage',
type: 'options',
description:
'Choose from the list, or specify an ID using an expression',
required: true,
default: [],
typeOptions: {
loadOptionsMethod: 'getDealStage',
},
displayOptions: {
show: {
resource: ['deal'],
operation: ['create', 'upsert'],
},
},
},
{
displayName: 'Additional Fields',
name: 'additionalFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: ['deal'],
operation: ['create', 'upsert'],
},
},
options: [
{
displayName: 'Amount',
name: 'Amount',
type: 'number',
default: '',
description: 'Monetary amount of the deal',
},
{
displayName: 'Closing Date',
name: 'Closing_Date',
type: 'dateTime',
default: '',
},
{
displayName: 'Currency',
name: 'Currency',
type: 'options',
default: 'USD',
description: 'Symbol of the currency in which revenue is generated',
options: currencies,
},
makeCustomFieldsFixedCollection('deal'),
{
displayName: 'Description',
name: 'Description',
type: 'string',
default: '',
},
{
displayName: 'Lead Conversion Time',
name: 'Lead_Conversion_Time',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal',
},
{
displayName: 'Next Step',
name: 'Next_Step',
type: 'string',
default: '',
description: 'Description of the next step in the sales process',
},
{
displayName: 'Overall Sales Duration',
name: 'Overall_Sales_Duration',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal and to win the deal',
},
{
displayName: 'Probability',
name: 'Probability',
type: 'number',
typeOptions: {
minValue: 0,
maxValue: 100,
},
default: '',
description: 'Probability of deal closure as a percentage. For example, enter 12 for 12%.',
},
{
displayName: 'Sales Cycle Duration',
name: 'Sales_Cycle_Duration',
type: 'number',
default: 0,
description: 'Averge number of days for the deal to be won',
},
],
},
// ----------------------------------------
// deal: delete
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to delete',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['delete'],
},
},
},
// ----------------------------------------
// deal: get
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to retrieve',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['get'],
},
},
},
// ----------------------------------------
// deal: getAll
// ----------------------------------------
...makeGetAllFields('deal'),
// ----------------------------------------
// deal: update
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to update',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['update'],
},
},
},
{
displayName: 'Update Fields',
name: 'updateFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: ['deal'],
operation: ['update'],
},
},
options: [
{
displayName: 'Amount',
name: 'Amount',
type: 'number',
default: '',
description: 'Monetary amount of the deal',
},
{
displayName: 'Closing Date',
name: 'Closing_Date',
type: 'dateTime',
default: '',
},
{
displayName: 'Currency',
name: 'Currency',
type: 'string',
default: '',
description: 'Symbol of the currency in which revenue is generated',
},
makeCustomFieldsFixedCollection('deal'),
{
displayName: 'Deal Name',
name: 'Deal_Name',
type: 'string',
default: '',
},
{
displayName: 'Description',
name: 'Description',
type: 'string',
default: '',
},
{
displayName: 'Lead Conversion Time',
name: 'Lead_Conversion_Time',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal',
},
{
displayName: 'Next Step',
name: 'Next_Step',
type: 'string',
default: '',
description: 'Description of the next step in the sales process',
},
{
displayName: 'Overall Sales Duration',
name: 'Overall_Sales_Duration',
type: 'number',
default: '',
description: 'Averge number of days to convert the lead into a deal and to win the deal',
},
{
displayName: 'Probability',
name: 'Probability',
type: 'number',
typeOptions: {
minValue: 0,
maxValue: 100,
},
default: '',
description: 'Probability of deal closure as a percentage. For example, enter 12 for 12%.',
},
{
displayName: 'Sales Cycle Duration',
name: 'Sales_Cycle_Duration',
type: 'number',
default: 0,
description: 'Averge number of days to win the deal',
},
{
displayName: 'Stage Name or ID',
name: 'Stage',
type: 'options',
description:
'Choose from the list, or specify an ID using an expression',
typeOptions: {
loadOptionsMethod: 'getDealStage',
},
default: [],
},
],
},
];