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700 lines
15 KiB
TypeScript
700 lines
15 KiB
TypeScript
import {
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INodeProperties,
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} from 'n8n-workflow';
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export const opportunityOperations = [
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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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displayOptions: {
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show: {
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resource: [
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'opportunity',
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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: 'Add Note',
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value: 'addNote',
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description: 'Add note to an opportunity',
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},
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{
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name: 'Create',
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value: 'create',
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description: 'Create an opportunity',
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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 an opportunity',
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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 an opportunity',
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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 opportunities',
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},
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{
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name: 'Get Summary',
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value: 'getSummary',
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description: `Returns an overview of opportunity's metadata.`,
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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 an opportunity',
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},
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],
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default: 'create',
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description: 'The operation to perform.',
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},
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] as INodeProperties[];
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export const opportunityFields = [
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/* -------------------------------------------------------------------------- */
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/* opportunity:create */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Name',
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name: 'name',
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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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'opportunity',
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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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description: 'Required. Last name of the opportunity. Limited to 80 characters.',
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},
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{
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displayName: 'Close Date',
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name: 'closeDate',
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type: 'dateTime',
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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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'opportunity',
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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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description: 'Required. Date when the opportunity is expected to close.',
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},
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{
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displayName: 'Stage Name',
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name: 'stageName',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getStages',
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},
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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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'opportunity',
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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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description: 'Required. Date when the opportunity is expected to close.',
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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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'opportunity',
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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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{
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displayName: 'Account',
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name: 'accountId',
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type: 'options',
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default: '',
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typeOptions: {
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loadOptionsMethod: 'getAccounts',
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},
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description: 'ID of the account associated with this opportunity.',
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},
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{
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displayName: 'Amount',
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name: 'amount',
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type: 'number',
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typeOptions: {
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numberPrecision: 2,
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},
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default: '',
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description: 'Estimated total sale amount',
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},
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{
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displayName: 'Campaign',
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name: 'campaignId',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getCampaigns',
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},
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default: '',
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description: 'Id of the campaign that needs to be fetched',
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},
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{
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displayName: 'Custom Fields',
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name: 'customFieldsUi',
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placeholder: 'Add Custom Field',
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type: 'fixedCollection',
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typeOptions: {
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multipleValues: true,
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},
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description: 'Filter by custom fields ',
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default: {},
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options: [
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{
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name: 'customFieldsValues',
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displayName: 'Custom Field',
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values: [
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{
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displayName: 'Field ID',
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name: 'fieldId',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getLeadCustomFields',
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},
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default: '',
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description: 'The ID of the field to add custom field to.',
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},
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{
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displayName: 'Value',
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name: 'value',
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type: 'string',
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default: '',
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description: 'The value to set on custom field.',
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},
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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: 'Description',
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name: 'description',
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type: 'string',
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default: '',
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description: 'A description of the opportunity. Label is Contact Description. Limit: 32 KB.',
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},
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{
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displayName: 'Forecast Category Name',
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name: 'forecastCategoryName',
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type: 'string',
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default: '',
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description: 'It is implied, but not directly controlled, by the StageName field',
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},
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{
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displayName: 'Lead Source',
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name: 'leadSource',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getLeadSources',
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},
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default: '',
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description: 'Source from which the lead was obtained.',
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},
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{
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displayName: 'Next Step',
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name: 'nextStep',
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type: 'string',
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default: '',
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description: 'Description of next task in closing opportunity. Limit: 255 characters.',
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},
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{
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displayName: 'Owner',
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name: 'owner',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getUsers',
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},
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default: '',
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description: 'The owner of the opportunity.',
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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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description: 'Phone number for the opportunity.',
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},
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{
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displayName: 'Pricebook2 Id',
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name: 'pricebook2Id',
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type: 'string',
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default: '',
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description: 'ID of a related Pricebook2 object',
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},
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{
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displayName: 'Probability',
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name: 'probability',
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type: 'number',
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typeOptions: {
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numberPrecision: 1,
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},
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default: '',
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description: 'Percentage of estimated confidence in closing the opportunity',
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},
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{
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displayName: 'Type',
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name: 'type',
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type: 'options',
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default: '',
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options: [
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{
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name: 'Business',
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valie: 'Business',
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},
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{
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name: 'New Business',
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valie: 'New Business',
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},
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],
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description: 'Type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.',
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},
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],
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},
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/* -------------------------------------------------------------------------- */
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/* opportunity:update */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Opportunity ID',
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name: 'opportunityId',
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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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'opportunity',
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],
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operation: [
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'update',
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],
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},
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},
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description: 'Id of opportunity that needs to be fetched',
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},
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{
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displayName: 'Update Fields',
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name: 'updateFields',
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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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'opportunity',
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],
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operation: [
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'update',
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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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displayName: 'Account',
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name: 'accountId',
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type: 'options',
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default: '',
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typeOptions: {
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loadOptionsMethod: 'getAccounts',
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},
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description: 'ID of the account associated with this opportunity.',
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},
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{
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displayName: 'Amount',
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name: 'amount',
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type: 'number',
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typeOptions: {
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numberPrecision: 2,
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},
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default: '',
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description: 'Estimated total sale amount',
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},
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{
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displayName: 'Campaign',
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name: 'campaignId',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getCampaigns',
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},
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default: '',
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description: 'Id of the campaign that needs to be fetched',
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},
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{
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displayName: 'Close Date',
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name: 'closeDate',
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type: 'dateTime',
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default: '',
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description: 'Required. Date when the opportunity is expected to close.',
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},
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{
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displayName: 'Custom Fields',
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name: 'customFieldsUi',
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placeholder: 'Add Custom Field',
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type: 'fixedCollection',
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typeOptions: {
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multipleValues: true,
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},
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description: 'Filter by custom fields ',
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default: {},
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options: [
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{
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name: 'customFieldsValues',
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displayName: 'Custom Field',
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values: [
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{
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displayName: 'Field ID',
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name: 'fieldId',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getLeadCustomFields',
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},
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default: '',
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description: 'The ID of the field to add custom field to.',
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},
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{
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displayName: 'Value',
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name: 'value',
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type: 'string',
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default: '',
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description: 'The value to set on custom field.',
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},
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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: 'Description',
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name: 'description',
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type: 'string',
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default: '',
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description: 'A description of the opportunity. Label is Contact Description. Limit: 32 KB.',
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},
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{
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displayName: 'Forecast Category Name',
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name: 'forecastCategoryName',
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type: 'string',
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default: '',
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description: 'It is implied, but not directly controlled, by the StageName field',
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},
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{
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displayName: 'Lead Source',
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name: 'leadSource',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getLeadSources',
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},
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default: '',
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description: 'Source from which the lead was obtained.',
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},
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{
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displayName: 'Name',
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name: 'name',
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type: 'string',
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default: '',
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description: 'Required. Last name of the opportunity. Limited to 80 characters.',
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},
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{
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displayName: 'Next Step',
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name: 'nextStep',
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type: 'string',
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default: '',
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description: 'Description of next task in closing opportunity. Limit: 255 characters.',
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},
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{
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displayName: 'Owner',
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name: 'owner',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getUsers',
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},
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default: '',
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description: 'The owner of the opportunity.',
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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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description: 'Phone number for the opportunity.',
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},
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{
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displayName: 'Pricebook2 Id',
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name: 'pricebook2Id',
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type: 'string',
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default: '',
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description: 'ID of a related Pricebook2 object',
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},
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{
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displayName: 'Probability',
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name: 'probability',
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type: 'number',
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typeOptions: {
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numberPrecision: 1,
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},
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default: '',
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description: 'Percentage of estimated confidence in closing the opportunity',
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},
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{
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displayName: 'Stage Name',
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name: 'stageName',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getStages',
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},
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default: '',
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description: 'Required. Date when the opportunity is expected to close.',
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},
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{
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displayName: 'Type',
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name: 'type',
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type: 'options',
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default: '',
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options: [
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{
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name: 'Business',
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valie: 'Business',
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},
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{
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name: 'New Business',
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valie: 'New Business',
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},
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],
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description: 'Type of opportunity. For example, Existing Business or New Business. Label is Opportunity Type.',
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},
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],
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},
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/* -------------------------------------------------------------------------- */
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/* opportunity:get */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Opportunity ID',
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name: 'opportunityId',
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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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'opportunity',
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],
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operation: [
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'get',
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],
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},
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},
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description: 'Id of opportunity that needs to be fetched',
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},
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/* -------------------------------------------------------------------------- */
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/* opportunity:delete */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Opportunity ID',
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name: 'opportunityId',
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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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'opportunity',
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],
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operation: [
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'delete',
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],
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},
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},
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description: 'Id of opportunity that needs to be fetched',
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},
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/* -------------------------------------------------------------------------- */
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/* opportunity:getAll */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Return All',
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name: 'returnAll',
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type: 'boolean',
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displayOptions: {
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show: {
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resource: [
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'opportunity',
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],
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operation: [
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'getAll',
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],
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},
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},
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default: false,
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description: 'If all results should be returned or only up to a given limit.',
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},
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{
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displayName: 'Limit',
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name: 'limit',
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type: 'number',
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displayOptions: {
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show: {
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resource: [
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'opportunity',
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],
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operation: [
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'getAll',
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],
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returnAll: [
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false,
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],
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},
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},
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typeOptions: {
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minValue: 1,
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maxValue: 100,
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},
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default: 50,
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description: 'How many results to return.',
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},
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{
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displayName: 'Options',
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name: 'options',
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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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'opportunity',
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],
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operation: [
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'getAll',
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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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displayName: 'Fields',
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name: 'fields',
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type: 'string',
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default: '',
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description: 'Fields to include separated by ,',
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},
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],
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},
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/* -------------------------------------------------------------------------- */
|
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/* opportunity:addNote */
|
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/* -------------------------------------------------------------------------- */
|
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{
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displayName: 'Opportunity ID',
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name: 'opportunityId',
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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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'opportunity',
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],
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operation: [
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'addNote',
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],
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},
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},
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description: 'Id of opportunity that needs to be fetched',
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},
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{
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displayName: 'Title',
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name: 'title',
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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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'opportunity',
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],
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operation: [
|
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'addNote',
|
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],
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},
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},
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description: 'Title of the note.',
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},
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{
|
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displayName: 'Options',
|
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name: 'options',
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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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'opportunity',
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],
|
|
operation: [
|
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'addNote',
|
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],
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|
},
|
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},
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|
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.',
|
|
},
|
|
],
|
|
},
|
|
] as INodeProperties[];
|