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* HighLevel Node & Credentials with basic Get/GetAll contacts * moved contact description into subfolder * improving all HighLevel contact crud operations * Get All Contacts request filters and options * Get All Contacts request operation pagination * Get All Contacts pagination with rootProperty * fixing contact operations lint error node-param-options-type-unsorted-items * Get All Contact pagination using response total to terminate loop * Get All Contacts pagination using qs startAfterId and startAfter instead of nextPageUrl * cleanup ContactDescription.ts operations * added OpportunityDescription.ts Get All Operation * added PipelineDescription.ts Get All pipelines (pagination no supported) * GenericFunctions.ts created highLevelApiPagination method * removed returnAll from getAll pipelines because pagination not supported * minor improvement using IPostReceiveRootProperty Interface * added TaskDescription.ts GetAll operation * TaskDescription get operation * task delete operation * ContactDescription fixing duplicate additionalFields * OpportunityDescription.ts adding filters for get all operation * opportunity get and delete operation * opportunity create additional fields * task create with additionalFields * create opportunity added missing status * pagination resource mapping; create opportunity for contact email/phone/id * create task format field dueDate to suppressMilliseconds * opportunity's pipeline options with loadOptions * fixed task dueDate; task update operation * added contact dnd fields * added contact tags * add contact source parameter * using returnAll Tasks with undocumented limit property * add contact customField with loadOptions * task dueDate preSendAction throw required error * opportunity stageId using getPipelineStages method * improve update contacts operation; renaming identifier to contactId * contact tasks renamed contactIdentifier to contactId and identifier to taskId * delete unused postReceiveAction * getTaskPostReceiceAction to inject contactId into items * remove source field from update contact because not supported * renaming opportunities pipelineIdentifier to pipelineId * opportunity parameter reordering * opportunity update operation * opportunity renamed "Identifier" to "Opporituny ID" * create opportunity additional field tags * opportunity create/update additional fields * opportunity update contactIdentifier * deleted pipeline getAll resource; cleanup generic functions; * opportunity getAll option stageId use getPipelineStages * opportunity assignedTo options use loadOptionsMethod getUsers * added loadOptions description ''Choose from the list, or specify an ID [...]' * getAll Tasks removing output maxResults * highLevelApiRequest add IPollFunctions * add HighLevelTriggerNode * add highLevelOAuth2Api credentials * revert from v2 oauth2 back to apiKey v1 (incompatible client-oauth2) * delete run.sh (was commited by accidant) * removed HighLevelTrigger.node.ts (polling) until we support API V2 webhooks * task additionalFields in alphabetical order; task assignedTo using loadOptions getUsers * contact additionalFields/updateFields/filters in alphabetical order * opportunity additionalFields/fields in alphabetical order * ⚡ linter fixes, formating * ⚡ fixed deprecated auth * ⚡ lock file and auth fix * ⚡ linter fixes * ⚡ requestWithAuthentication in highLevelApiRequest * ⚡ timeZones autoload and naming fixes * contact property dnd - improved display name and description * contact property dnd - improved display name and description * contact create/update pre send action to validate email/phone * updated description for contact lookup email and phone parameters * opportunity monetary value - removed getAll filter (doesn't work) - added param description * opportunity getAll startDate and endDate to type dateTime and dateTimeToEpochPreSendAction * loadOption getTimezones() using /timezones and not moment.tz.names() * improved description for opportunity parameter assignedTo * added hint to opportunity param contactIdentifier "there can only be one..." * added contact phone description and placeholder * contact renamed operation "create" to "create or update" and added notice * update opportunity - prefetch fields title/status required by api * create/update task splitting up additionalFields to prep update changes * update task- prefetch fields title/dueDate required by api * linter fixes * ⚡ improvements * ⚡ updated autoloaded parameters names to follow convention * update opportunity added hint "You cannot update an opportunity's pipeline ID." Co-authored-by: Michael Kret <michael.k@radency.com>
741 lines
14 KiB
TypeScript
741 lines
14 KiB
TypeScript
import { INodeProperties } from 'n8n-workflow';
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import {
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contactIdentifierPreSendAction,
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dateTimeToEpochPreSendAction,
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opportunityUpdatePreSendAction,
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splitTagsPreSendAction,
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} from '../GenericFunctions';
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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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noDataExpression: true,
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displayOptions: {
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show: {
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resource: ['opportunity'],
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},
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},
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options: [
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{
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name: 'Create',
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value: 'create',
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routing: {
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send: {
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preSend: [splitTagsPreSendAction],
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},
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request: {
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method: 'POST',
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url: '=/pipelines/{{$parameter.pipelineId}}/opportunities',
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},
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},
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action: 'Create an opportunity',
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},
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{
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name: 'Delete',
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value: 'delete',
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routing: {
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request: {
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method: 'DELETE',
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url: '=/pipelines/{{$parameter.pipelineId}}/opportunities/{{$parameter.opportunityId}}',
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},
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output: {
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postReceive: [
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{
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type: 'set',
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properties: {
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value: '={{ { "success": true } }}',
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},
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},
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],
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},
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},
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action: 'Delete an opportunity',
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},
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{
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name: 'Get',
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value: 'get',
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routing: {
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request: {
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method: 'GET',
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url: '=/pipelines/{{$parameter.pipelineId}}/opportunities/{{$parameter.opportunityId}}',
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},
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},
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action: 'Get an opportunity',
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},
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{
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name: 'Get All',
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value: 'getAll',
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routing: {
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request: {
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method: 'GET',
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url: '=/pipelines/{{$parameter.pipelineId}}/opportunities',
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},
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send: {
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paginate: true,
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},
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},
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action: 'Get all opportunities',
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},
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{
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name: 'Update',
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value: 'update',
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routing: {
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request: {
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method: 'PUT',
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url: '=/pipelines/{{$parameter.pipelineId}}/opportunities/{{$parameter.opportunityId}}',
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},
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send: {
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preSend: [opportunityUpdatePreSendAction, splitTagsPreSendAction],
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},
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},
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action: 'Update an opportunity',
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},
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],
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default: 'create',
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},
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];
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const pipelineId: INodeProperties = {
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displayName: 'Pipeline Name or ID',
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name: 'pipelineId',
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type: 'options',
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['create', 'delete', 'get', 'getAll', 'update'],
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},
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},
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description:
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'Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/nodes/expressions.html#expressions">expression</a>',
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typeOptions: {
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loadOptions: {
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routing: {
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request: {
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url: '/pipelines',
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method: 'GET',
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},
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output: {
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postReceive: [
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{
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type: 'rootProperty',
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properties: {
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property: 'pipelines',
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},
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},
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{
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type: 'setKeyValue',
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properties: {
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name: '={{$responseItem.name}}',
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value: '={{$responseItem.id}}',
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},
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},
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{
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type: 'sort',
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properties: {
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key: 'name',
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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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},
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default: '',
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};
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const createProperties: INodeProperties[] = [
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{
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displayName: 'Stage Name or ID',
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name: 'stageId',
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type: 'options',
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required: true,
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description:
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'Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['create'],
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},
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},
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default: '',
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typeOptions: {
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loadOptionsDependsOn: ['pipelineId'],
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loadOptionsMethod: 'getPipelineStages',
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},
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routing: {
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send: {
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type: 'body',
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property: 'stageId',
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},
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},
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},
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{
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displayName: 'Contact Identifier',
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name: 'contactIdentifier',
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required: true,
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type: 'string',
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description: 'Either Email, Phone or Contact ID',
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hint: 'There can only be one opportunity for each contact.',
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['create'],
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},
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},
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default: '',
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routing: {
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send: {
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preSend: [contactIdentifierPreSendAction],
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},
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},
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},
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{
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displayName: 'Title',
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name: 'title',
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type: 'string',
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required: true,
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['create'],
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},
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},
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default: '',
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routing: {
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send: {
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type: 'body',
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property: 'title',
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},
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},
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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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required: true,
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['create'],
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},
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},
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options: [
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{
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name: 'Open',
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value: 'open',
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},
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{
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name: 'Won',
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value: 'won',
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},
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{
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name: 'Lost',
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value: 'lost',
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},
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{
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name: 'Abandoned',
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value: 'abandoned',
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},
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],
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default: 'open',
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routing: {
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send: {
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type: 'body',
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property: 'status',
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},
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},
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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: ['opportunity'],
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operation: ['create'],
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},
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},
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options: [
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{
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// eslint-disable-next-line n8n-nodes-base/node-param-display-name-wrong-for-dynamic-options
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displayName: 'Assigned To',
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name: 'assignedTo',
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type: 'options',
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default: '',
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// eslint-disable-next-line n8n-nodes-base/node-param-description-wrong-for-dynamic-options
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description:
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'Choose staff member from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
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typeOptions: {
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loadOptionsMethod: 'getUsers',
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},
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routing: {
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send: {
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type: 'body',
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property: 'assignedTo',
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},
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},
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},
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{
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displayName: 'Company Name',
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name: 'companyName',
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type: 'string',
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default: '',
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routing: {
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send: {
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type: 'body',
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property: 'companyName',
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},
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},
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},
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{
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displayName: 'Monetary Value',
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name: 'monetaryValue',
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type: 'number',
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default: '',
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description: 'Monetary value of lead opportunity',
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routing: {
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send: {
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type: 'body',
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property: 'monetaryValue',
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},
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},
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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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placeholder: 'e.g. John Deo',
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routing: {
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send: {
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type: 'body',
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property: 'name',
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},
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},
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},
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{
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displayName: 'Tags',
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name: 'tags',
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type: 'string',
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hint: 'Comma separated list of tags, array of strings can be set in expression',
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default: '',
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routing: {
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send: {
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type: 'body',
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property: 'tags',
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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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const deleteProperties: INodeProperties[] = [
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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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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['delete'],
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},
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},
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default: '',
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},
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];
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const getProperties: INodeProperties[] = [
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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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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['get'],
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},
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},
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default: '',
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},
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];
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const getAllProperties: INodeProperties[] = [
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{
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displayName: 'Return All',
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name: 'returnAll',
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type: 'boolean',
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['getAll'],
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},
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},
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default: false,
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description: 'Whether to return all results or only up to a given limit',
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},
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{
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displayName: 'Limit',
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name: 'limit',
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type: 'number',
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['getAll'],
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returnAll: [false],
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},
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},
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typeOptions: {
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minValue: 1,
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maxValue: 100,
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},
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default: 20,
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routing: {
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send: {
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type: 'query',
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property: 'limit',
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},
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},
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description: 'Max number of results to return',
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},
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{
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displayName: 'Filters',
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name: 'filters',
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type: 'collection',
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placeholder: 'Add Filter',
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default: {},
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displayOptions: {
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show: {
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resource: ['opportunity'],
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operation: ['getAll'],
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},
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},
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options: [
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{
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// eslint-disable-next-line n8n-nodes-base/node-param-display-name-wrong-for-dynamic-options
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displayName: 'Assigned To',
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name: 'assignedTo',
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type: 'options',
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default: '',
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// eslint-disable-next-line n8n-nodes-base/node-param-description-wrong-for-dynamic-options
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description:
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'Choose staff member from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
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typeOptions: {
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loadOptionsMethod: 'getUsers',
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},
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routing: {
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send: {
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type: 'query',
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property: 'assignedTo',
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},
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},
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},
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{
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displayName: 'Campaign ID',
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name: 'campaignId',
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type: 'string',
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default: '',
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routing: {
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send: {
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type: 'query',
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property: 'campaignId',
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},
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},
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},
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{
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displayName: 'End Date',
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name: 'endDate',
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type: 'dateTime',
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default: '',
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routing: {
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send: {
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type: 'query',
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property: 'endDate',
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preSend: [dateTimeToEpochPreSendAction],
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},
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},
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},
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// api should filter by monetary value but doesn't
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// {
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// displayName: 'Monetary Value',
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// name: 'monetaryValue',
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// type: 'number',
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// default: '',
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// routing: {
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// send: {
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// type: 'query',
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// property: 'monetaryValue',
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// },
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// },
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// },
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{
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displayName: 'Stage Name or ID',
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name: 'stageId',
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type: 'options',
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default: '',
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description:
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'Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
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typeOptions: {
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loadOptionsDependsOn: ['pipelineId'],
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loadOptionsMethod: 'getPipelineStages',
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},
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routing: {
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send: {
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type: 'query',
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property: 'stageId',
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},
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},
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},
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{
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displayName: 'Start Date',
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name: 'startDate',
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type: 'dateTime',
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default: '',
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routing: {
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send: {
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type: 'query',
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property: 'startDate',
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preSend: [dateTimeToEpochPreSendAction],
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},
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},
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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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options: [
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{
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name: 'Open',
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value: 'open',
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},
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{
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name: 'Won',
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value: 'won',
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},
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{
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name: 'Lost',
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value: 'lost',
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},
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{
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name: 'Abandoned',
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value: 'abandoned',
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},
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],
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default: 'open',
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routing: {
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send: {
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type: 'query',
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property: 'status',
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},
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},
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},
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{
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displayName: 'Query',
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name: 'query',
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type: 'string',
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default: '',
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description:
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'Query will search on these fields: Name, Phone, Email, Tags, and Company Name',
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routing: {
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send: {
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type: 'query',
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property: 'query',
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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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|
|
const updateProperties: INodeProperties[] = [
|
|
{
|
|
displayName: 'Opportunity ID',
|
|
name: 'opportunityId',
|
|
type: 'string',
|
|
required: true,
|
|
hint: 'You cannot update an opportunity\'s pipeline ID.',
|
|
displayOptions: {
|
|
show: {
|
|
resource: ['opportunity'],
|
|
operation: ['update'],
|
|
},
|
|
},
|
|
default: '',
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},
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{
|
|
displayName: 'Update Fields',
|
|
name: 'updateFields',
|
|
type: 'collection',
|
|
placeholder: 'Add Field',
|
|
default: {},
|
|
displayOptions: {
|
|
show: {
|
|
resource: ['opportunity'],
|
|
operation: ['update'],
|
|
},
|
|
},
|
|
options: [
|
|
{
|
|
// eslint-disable-next-line n8n-nodes-base/node-param-display-name-wrong-for-dynamic-options
|
|
displayName: 'Assigned To',
|
|
name: 'assignedTo',
|
|
type: 'options',
|
|
default: '',
|
|
// eslint-disable-next-line n8n-nodes-base/node-param-description-wrong-for-dynamic-options
|
|
description:
|
|
'Choose staff member from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
|
|
typeOptions: {
|
|
loadOptionsMethod: 'getUsers',
|
|
},
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'assignedTo',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Company Name',
|
|
name: 'companyName',
|
|
type: 'string',
|
|
default: '',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'companyName',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Contact Identifier',
|
|
name: 'contactIdentifier',
|
|
type: 'string',
|
|
description: 'Either Email, Phone or Contact ID',
|
|
hint: 'There can only be one opportunity for each contact.',
|
|
default: '',
|
|
routing: {
|
|
send: {
|
|
preSend: [contactIdentifierPreSendAction],
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Monetary Value',
|
|
name: 'monetaryValue',
|
|
type: 'number',
|
|
default: '',
|
|
description: 'Monetary value of lead opportunity',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'monetaryValue',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Name',
|
|
name: 'name',
|
|
type: 'string',
|
|
default: '',
|
|
placeholder: 'e.g. John Deo',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'name',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Stage Name or ID',
|
|
name: 'stageId',
|
|
type: 'options',
|
|
default: '',
|
|
description:
|
|
'Choose from the list, or specify an ID using an <a href="https://docs.n8n.io/code-examples/expressions/">expression</a>',
|
|
typeOptions: {
|
|
loadOptionsDependsOn: ['pipelineId'],
|
|
loadOptionsMethod: 'getPipelineStages',
|
|
},
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'stageId',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Status',
|
|
name: 'status',
|
|
type: 'options',
|
|
options: [
|
|
{
|
|
name: 'Open',
|
|
value: 'open',
|
|
},
|
|
{
|
|
name: 'Won',
|
|
value: 'won',
|
|
},
|
|
{
|
|
name: 'Lost',
|
|
value: 'lost',
|
|
},
|
|
{
|
|
name: 'Abandoned',
|
|
value: 'abandoned',
|
|
},
|
|
],
|
|
default: 'open',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'status',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Title',
|
|
name: 'title',
|
|
type: 'string',
|
|
default: '',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'title',
|
|
},
|
|
},
|
|
},
|
|
{
|
|
displayName: 'Tags',
|
|
name: 'tags',
|
|
type: 'string',
|
|
hint: 'Comma separated list of tags, array of strings can be set in expression',
|
|
default: '',
|
|
routing: {
|
|
send: {
|
|
type: 'body',
|
|
property: 'tags',
|
|
},
|
|
},
|
|
},
|
|
],
|
|
},
|
|
];
|
|
|
|
export const opportunityFields: INodeProperties[] = [
|
|
pipelineId,
|
|
...createProperties,
|
|
...updateProperties,
|
|
...deleteProperties,
|
|
...getProperties,
|
|
...getAllProperties,
|
|
];
|