RD Station CRM Organizações icon

RD Station CRM Organizações

Operações com organizações no RD Station CRM

Actions5

Overview

This node integrates with RD Station CRM to manage organizations within the CRM system. Specifically, the "Atualizar" (Update) operation for the "Organização" (Organization) resource allows users to update details of an existing organization by its ID. This is useful in scenarios where organizational data changes over time and needs to be kept current in the CRM, such as updating contact information, website URLs, or custom fields.

Practical examples include:

  • Updating an organization's address after relocation.
  • Changing the primary email contact for an organization.
  • Adding or modifying phone numbers associated with the organization.
  • Adjusting custom fields that track specific business-related metadata.

Properties

Name Meaning
ID da Organização The unique identifier of the organization to update (required).
Dados da Organização Collection of organization data fields to update:
- Nome: Organization name (minimum 2 characters, must be unique).
- ID do Segmento: Segment ID of the organization.
- Site: Website URL of the organization.
- E-mail: General contact email of the organization.
- Endereço: Physical address of the organization.
Telefones Multiple phone entries, each with:
- Número: Phone number (required).
- Tipo: Type of phone (e.g., work, fax, other).
Campos Customizados Multiple custom fields, each with:
- ID do Campo: Custom field ID.
- Valor: Value for the custom field.

Output

The node outputs a JSON object representing the updated organization as returned by the RD Station CRM API. This includes all the organization's properties after the update, reflecting the new values set during the operation.

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

  • Missing Organization ID: If the "ID da Organização" property is not provided, the node will throw an error indicating that the organization ID is mandatory.
  • Invalid Organization Name: When updating the name, it must be at least 2 characters long; otherwise, an error is thrown.
  • API Authentication Errors: Ensure the API key credential is correctly configured and has sufficient permissions.
  • Network Issues: Connectivity problems to the RD Station CRM API endpoint can cause request failures.
  • Validation Errors: Providing invalid data types or malformed fields may result in API errors; verify input correctness.

To resolve these issues:

  • Double-check required fields are filled.
  • Validate input formats before execution.
  • Confirm API credentials and network access.
  • Review error messages returned by the node for specific guidance.

Links and References

Discussion