n8n/packages/nodes-base/nodes/FreshworksCrm/descriptions/DealDescription.ts

530 lines
14 KiB
TypeScript

import type { INodeProperties } from 'n8n-workflow';
export const dealOperations: INodeProperties[] = [
{
displayName: 'Operation',
name: 'operation',
type: 'options',
noDataExpression: true,
displayOptions: {
show: {
resource: ['deal'],
},
},
options: [
{
name: 'Create',
value: 'create',
description: 'Create a deal',
action: 'Create a deal',
},
{
name: 'Delete',
value: 'delete',
description: 'Delete a deal',
action: 'Delete a deal',
},
{
name: 'Get',
value: 'get',
description: 'Retrieve a deal',
action: 'Get a deal',
},
{
name: 'Get Many',
value: 'getAll',
description: 'Retrieve many deals',
action: 'Get many deals',
},
{
name: 'Update',
value: 'update',
description: 'Update a deal',
action: 'Update a deal',
},
],
default: 'create',
},
];
export const dealFields: INodeProperties[] = [
// ----------------------------------------
// deal: create
// ----------------------------------------
{
displayName: 'Amount',
name: 'amount',
description: 'Value of the deal',
type: 'number',
required: true,
default: 0,
displayOptions: {
show: {
resource: ['deal'],
operation: ['create'],
},
},
},
{
displayName: 'Name',
name: 'name',
description: 'Name of the deal',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['create'],
},
},
},
{
displayName: 'Additional Fields',
name: 'additionalFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: ['deal'],
operation: ['create'],
},
},
options: [
{
displayName: 'Base Currency Amount',
name: 'base_currency_amount',
type: 'number',
default: 0,
description: 'Value of the deal in base currency',
},
{
displayName: 'Campaign Name or ID',
name: 'campaign_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getCampaigns',
},
description:
'ID of the campaign that landed this deal. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Currency Name or ID',
name: 'currency_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getCurrencies',
},
description:
'ID of the currency that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Payment Status Name or ID',
name: 'deal_payment_status_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealPaymentStatuses',
},
description:
'ID of the mode of payment for the deal. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Pipeline Name or ID',
name: 'deal_pipeline_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealPipelines',
},
description:
'ID of the deal pipeline that it belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Product Name or ID',
name: 'deal_product_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealProducts',
},
description:
'ID of the product that the deal belongs to (in a multi-product company). Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Reason Name or ID',
name: 'deal_reason_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealReasons',
},
description:
'ID of the reason for losing the deal. Can only be set if the deal is in \'Lost\' stage. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Stage Name or ID',
name: 'deal_stage_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealStages',
},
description:
'ID of the deal stage that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Type Name or ID',
name: 'deal_type_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealTypes',
},
description:
'ID of the deal type that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Lead Source ID',
name: 'lead_source_id',
type: 'string', // not obtainable from API
default: '',
description: 'ID of the source where deal came from',
},
{
displayName: 'Owner Name or ID',
name: 'owner_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getUsers',
},
description:
'ID of the user to whom the deal is assigned. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Probability',
name: 'probability',
type: 'number',
default: 0,
typeOptions: {
minValue: 0,
maxValue: 100,
},
description: 'Probability of winning the deal as a number between 0 and 100',
},
{
displayName: 'Sales Account Name or ID',
name: 'sales_account_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getAccounts',
},
description:
'ID of the account that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Territory Name or ID',
name: 'territory_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getTerritories',
},
description:
'ID of the territory that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
],
},
// ----------------------------------------
// deal: delete
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to delete',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['delete'],
},
},
},
// ----------------------------------------
// deal: get
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to retrieve',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['get'],
},
},
},
// ----------------------------------------
// deal: getAll
// ----------------------------------------
{
displayName: 'View Name or ID',
name: 'view',
type: 'options',
description:
'Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>',
displayOptions: {
show: {
resource: ['deal'],
operation: ['getAll'],
},
},
typeOptions: {
loadOptionsMethod: 'getDealViews',
},
default: '',
},
{
displayName: 'Return All',
name: 'returnAll',
type: 'boolean',
default: false,
description: 'Whether to return all results or only up to a given limit',
displayOptions: {
show: {
resource: ['deal'],
operation: ['getAll'],
},
},
},
{
displayName: 'Limit',
name: 'limit',
type: 'number',
default: 50,
description: 'Max number of results to return',
typeOptions: {
minValue: 1,
},
displayOptions: {
show: {
resource: ['deal'],
operation: ['getAll'],
returnAll: [false],
},
},
},
// ----------------------------------------
// deal: update
// ----------------------------------------
{
displayName: 'Deal ID',
name: 'dealId',
description: 'ID of the deal to update',
type: 'string',
required: true,
default: '',
displayOptions: {
show: {
resource: ['deal'],
operation: ['update'],
},
},
},
{
displayName: 'Update Fields',
name: 'updateFields',
type: 'collection',
placeholder: 'Add Field',
default: {},
displayOptions: {
show: {
resource: ['deal'],
operation: ['update'],
},
},
options: [
{
displayName: 'Amount',
name: 'amount',
type: 'number',
default: 0,
typeOptions: {
minValue: 0,
},
description: 'Value of the deal',
},
{
displayName: 'Base Currency Amount',
name: 'base_currency_amount',
type: 'number',
default: 0,
typeOptions: {
minValue: 0,
},
description: 'Value of the deal in base currency',
},
{
displayName: 'Campaign Name or ID',
name: 'campaign_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getCampaigns',
},
description:
'ID of the campaign that landed this deal. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Currency Name or ID',
name: 'currency_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getCurrencies',
},
description:
'ID of the currency that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Payment Status Name or ID',
name: 'deal_payment_status_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealPaymentStatuses',
},
description:
'ID of the mode of payment for the deal. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Pipeline Name or ID',
name: 'deal_pipeline_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealPipelines',
},
description:
'ID of the deal pipeline that it belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Product Name or ID',
name: 'deal_product_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealProducts',
},
description:
'ID of the product that the deal belongs to (in a multi-product company). Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Reason Name or ID',
name: 'deal_reason_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealReasons',
},
description:
'ID of the reason for losing the deal. Can only be set if the deal is in \'Lost\' stage. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Stage Name or ID',
name: 'deal_stage_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealStages',
},
description:
'ID of the deal stage that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Deal Type Name or ID',
name: 'deal_type_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getDealTypes',
},
description:
'ID of the deal type that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Lead Source ID',
name: 'lead_source_id',
type: 'string', // not obtainable from API
default: '',
description: 'ID of the source where deal came from',
},
{
displayName: 'Name',
name: 'name',
type: 'string',
default: '',
description: 'Name of the deal',
},
{
displayName: 'Owner Name or ID',
name: 'owner_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getUsers',
},
description:
'ID of the user to whom the deal is assigned. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Probability',
name: 'probability',
type: 'number',
default: 0,
typeOptions: {
minValue: 0,
maxValue: 100,
},
description: 'Probability of winning the deal as a number between 0 and 100',
},
{
displayName: 'Sales Account Name or ID',
name: 'sales_account_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getAccounts',
},
description:
'ID of the account that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
{
displayName: 'Territory Name or ID',
name: 'territory_id',
type: 'options',
default: '',
typeOptions: {
loadOptionsMethod: 'getTerritories',
},
description:
'ID of the territory that the deal belongs to. Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code/expressions/">expression</a>.',
},
],
},
];