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RD Station CRM Organizações

Operações com organizações no RD Station CRM

Actions5

Overview

This node integrates with the RD Station CRM to perform operations on organizations ("Organizações"). It allows users to create, update, list, and retrieve detailed information about organizations, as well as list contacts associated with a specific organization. This is useful for automating CRM workflows such as syncing organizational data, enriching contact records, or managing company profiles within marketing and sales automation pipelines.

For example, you can use this node to:

  • Retrieve details of a specific organization by its ID.
  • List all organizations with filtering options like pagination and sorting.
  • Create new organizations with custom fields and phone numbers.
  • Update existing organizations.
  • Fetch contacts linked to an organization.

Properties

Name Meaning
ID da Organização The unique identifier of the organization (required for "get", "update", and "getContacts" operations).

The full set of properties for the "organization" resource includes (not limited to "Obter" operation):

  • Recurso: Resource type, here fixed as "Organização".
  • Operação: Operation to perform, e.g., "Obter" (get), "Criar" (create), "Atualizar" (update), "Listar" (getAll), "Listar Contatos" (getContacts).
  • Filtros (for listing): Pagination, limit, order, direction, search query, segment ID, user ID.
  • Nome (for creation): Organization name (minimum 2 characters, unique).
  • Dados da Organização: Collection of optional fields like segment ID, website, email, address.
  • Telefones: Multiple phone entries with number and type.
  • Campos Customizados: Custom fields with field ID and value.
  • Parâmetros de Listagem (for contacts): Pagination and limit for listing contacts.

Since your request focuses on the "Obter" operation, only the "ID da Organização" property is required.

Output

The node outputs JSON data representing the response from the RD Station CRM API for the requested operation.

For the "Obter" operation on "Organização":

  • The output JSON contains the detailed information of the specified organization identified by the given ID.
  • The structure matches the RD Station CRM's organization object, including fields like name, segment ID, website, email, address, phones, and custom fields if available.

No binary data output is produced by this node.

Example output snippet (simplified):

{
  "id": "12345",
  "name": "Example Organization",
  "organization_segment_id": "segment_1",
  "website": "https://example.com",
  "email": "contact@example.com",
  "address": "123 Example St",
  "phones": [
    {
      "phone": "+5511999999999",
      "type": "work"
    }
  ],
  "organization_custom_fields": [
    {
      "custom_field_id": "field_1",
      "value": "Custom Value"
    }
  ]
}

Dependencies

  • Requires an API key credential for authenticating with the RD Station CRM API.
  • The node uses the base URL https://crm.rdstation.com/api/v1 for API requests.
  • The credential must be configured in n8n under the appropriate API authentication method to allow authorized requests.

Troubleshooting

  • Missing Organization ID: If the "ID da Organização" is not provided for operations that require it ("get", "update", "getContacts"), the node throws an error indicating the ID is mandatory.
  • Invalid Organization Name: For creation, the organization name must be at least 2 characters long; otherwise, an error is thrown.
  • API Errors: Any HTTP errors returned by the RD Station CRM API will propagate as node errors unless "Continue On Fail" is enabled.
  • Rate Limits or Network Issues: Standard API rate limits or connectivity problems may cause failures; ensure network access and valid credentials.
  • Empty Results: When listing or getting contacts, empty results indicate no matching data but are not errors.

Links and References

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