RD Station CRM Organizações icon

RD Station CRM Organizações

Operações com organizações no RD Station CRM

Actions5

Overview

This node integrates with the RD Station CRM to manage organizations. Specifically, the "Criar" (Create) operation under the "Organização" (Organization) resource allows users to create a new organization record in the RD Station CRM system. This is useful for automating the addition of new companies or clients into your CRM directly from workflows, ensuring data consistency and saving manual entry time.

Practical examples include:

  • Automatically creating an organization when a new lead is captured on a website.
  • Syncing organization data from other systems into RD Station CRM.
  • Creating organizations as part of onboarding processes or marketing campaigns.

Properties

Name Meaning
Nome The name of the organization. Required. Must be unique and at least 2 characters long.
Dados da Organização Additional organization details including:
- Nome (only for update): Organization name (min 2 chars, unique)
- ID do Segmento: Segment ID of the organization
- Site: Website URL of the organization
- E-mail: General contact email of the organization
- Endereço: Address of the organization
Telefones Multiple phone numbers for the organization. Each phone includes:
- Número: Phone number (required)
- Tipo: Type of phone (e.g., work, fax, other)
Campos Customizados Custom fields for the organization. Each custom field includes:
- ID do Campo: Custom field ID
- Valor: Value for the custom field

Output

The node outputs JSON data representing the response from the RD Station CRM API after creating the organization. This typically includes the newly created organization's details such as its ID, name, segment ID, contact information, phones, and any custom fields set.

No binary data output is produced by this node.

Example output structure (simplified):

{
  "id": "string",
  "name": "string",
  "organization_segment_id": "string",
  "website": "string",
  "email": "string",
  "address": "string",
  "phones": [
    {
      "phone": "string",
      "type": "string"
    }
  ],
  "organization_custom_fields": [
    {
      "custom_field_id": "string",
      "value": "string"
    }
  ]
}

Dependencies

  • Requires an API key credential for authenticating with the RD Station CRM API.
  • The node makes HTTP requests to https://crm.rdstation.com/api/v1/organizations.
  • Proper configuration of the API authentication credential in n8n is necessary.

Troubleshooting

  • Error: "Nome da organização é obrigatório e deve ter no mínimo 2 caracteres!"
    This error occurs if the "Nome" property is missing or shorter than 2 characters. Ensure you provide a valid organization name that meets these criteria.

  • API Authentication Errors
    If the node fails due to authentication issues, verify that the API key credential is correctly configured and has sufficient permissions.

  • Network or API Endpoint Issues
    If the request to the RD Station CRM API fails, check network connectivity and confirm the API endpoint URL is accessible.

  • Duplicate Organization Names
    Since the organization name must be unique, attempting to create an organization with a duplicate name may result in an API error. Verify uniqueness before creation.

Links and References

Discussion