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Co-authored-by: agobrech <45268029+agobrech@users.noreply.github.com>
Co-authored-by: Omar Ajoue <krynble@gmail.com>
Co-authored-by: agobrech <ael.gobrecht@gmail.com>
Co-authored-by: Michael Kret <michael.k@radency.com>
817 lines
17 KiB
TypeScript
817 lines
17 KiB
TypeScript
import {
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INodeProperties,
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} from 'n8n-workflow';
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export const opportunityOperations: 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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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: 'Create or Update',
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value: 'upsert',
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description: 'Create a new opportunity, or update the current one if it already exists (upsert)',
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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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];
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export const opportunityFields: INodeProperties[] = [
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/* -------------------------------------------------------------------------- */
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/* opportunity:create */
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/* -------------------------------------------------------------------------- */
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{
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displayName: 'Match Against',
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name: 'externalId',
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type: 'options',
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typeOptions: {
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loadOptionsMethod: 'getExternalIdFields',
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loadOptionsDependsOn: [
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'resource',
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],
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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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'upsert',
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],
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},
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},
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description: `The field to check to see if the opportunity already exists`,
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},
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{
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displayName: 'Value to Match',
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name: 'externalIdValue',
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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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'upsert',
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],
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},
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},
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description: 'If this value exists in the \'match against\' field, update the opportunity. Otherwise create a new one.',
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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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'upsert',
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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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'upsert',
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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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'upsert',
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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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'upsert',
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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: 'getCustomFields',
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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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value: 'Business',
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},
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{
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name: 'New Business',
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value: '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: 'getCustomFields',
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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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value: 'Business',
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},
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{
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name: 'New Business',
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value: '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.',
|
|
},
|
|
|
|
/* -------------------------------------------------------------------------- */
|
|
/* opportunity:getAll */
|
|
/* -------------------------------------------------------------------------- */
|
|
{
|
|
displayName: 'Return All',
|
|
name: 'returnAll',
|
|
type: 'boolean',
|
|
displayOptions: {
|
|
show: {
|
|
resource: [
|
|
'opportunity',
|
|
],
|
|
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: [
|
|
'opportunity',
|
|
],
|
|
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: [
|
|
'opportunity',
|
|
],
|
|
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: 'getOpportunityFields',
|
|
},
|
|
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 ,',
|
|
},
|
|
],
|
|
},
|
|
|
|
/* -------------------------------------------------------------------------- */
|
|
/* opportunity:addNote */
|
|
/* -------------------------------------------------------------------------- */
|
|
{
|
|
displayName: 'Opportunity ID',
|
|
name: 'opportunityId',
|
|
type: 'string',
|
|
required: true,
|
|
default: '',
|
|
displayOptions: {
|
|
show: {
|
|
resource: [
|
|
'opportunity',
|
|
],
|
|
operation: [
|
|
'addNote',
|
|
],
|
|
},
|
|
},
|
|
description: 'ID of opportunity that needs to be fetched.',
|
|
},
|
|
{
|
|
displayName: 'Title',
|
|
name: 'title',
|
|
type: 'string',
|
|
required: true,
|
|
default: '',
|
|
displayOptions: {
|
|
show: {
|
|
resource: [
|
|
'opportunity',
|
|
],
|
|
operation: [
|
|
'addNote',
|
|
],
|
|
},
|
|
},
|
|
description: 'Title of the note.',
|
|
},
|
|
{
|
|
displayName: 'Options',
|
|
name: 'options',
|
|
type: 'collection',
|
|
placeholder: 'Add Field',
|
|
default: {},
|
|
displayOptions: {
|
|
show: {
|
|
resource: [
|
|
'opportunity',
|
|
],
|
|
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.',
|
|
},
|
|
],
|
|
},
|
|
];
|