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