Actions5
- Negociação Actions
Overview
This node allows you to update an existing deal (negociação) in RD Station CRM. It is useful when you want to modify details of a sales opportunity such as its name, stage, responsible user, rating, expected closing date, status, pause state, loss reason, notes, associated organization, custom fields, source, campaign, and products.
Typical use cases include:
- Updating the progress or status of a deal as it moves through the sales pipeline.
- Correcting or enriching deal information with new data.
- Marking deals as won, lost, or paused.
- Adding or modifying products linked to a deal.
For example, you might update a deal’s stage after a successful client meeting or add notes explaining why a deal was lost.
Properties
| Name | Meaning |
|---|---|
| ID da Negociação | The unique identifier of the deal to update (required). |
| Dados da Negociação | Collection of deal fields to update: |
| - Nome: Deal name (minimum 2 characters). | |
| - ID da Etapa: ID of the funnel stage. | |
| - ID do Usuário: ID of the responsible user; if omitted, token owner is assigned. | |
| - Avaliação: Numeric rating of the deal. | |
| - Data de Previsão: Expected closing date (yyyy-mm-dd). | |
| - Status: Deal status with options "Ganha" (won), "Perdida" (lost), or "Em Aberto" (open). | |
| - Pausada: Pause status with options "Pausada" (paused) or "Em Aberto" (open). | |
| - ID do Motivo de Perda: ID for the reason the deal was lost (if applicable). | |
| - Nota de Perda: Explanatory note about the loss. | |
| - ID da Organização: ID of the company the deal belongs to. | |
| Campos Customizados | Multiple custom fields with pairs of custom field ID and value to update on the deal. |
| Fonte | Source of the deal, specified by its ID. |
| Campanha | Campaign associated with the deal, specified by its ID. |
| Produtos | Multiple products related to the deal, each with: |
| - Nome: Product name (required). | |
| - Descrição: Product description. | |
| - Quantidade: Quantity of the product. | |
| - Preço Base: Base price of the product. | |
| - Preço: Final price of the product. | |
| - Tipo de Desconto: Type of discount applied. | |
| - Total: Total value. | |
| - Recorrência: Type of recurrence. |
Output
The node outputs the JSON response from the RD Station CRM API representing the updated deal object. This includes all updated fields and any additional metadata returned by the API.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for RD Station CRM configured in n8n.
- Uses the RD Station CRM REST API endpoint at
https://crm.rdstation.com/api/v1. - The node relies on authenticated HTTP requests to perform updates.
Troubleshooting
- Missing Deal ID: If the "ID da Negociação" property is not provided, the node will throw an error stating that the deal ID is mandatory.
- Invalid Deal Name: When updating the deal name, it must be at least 2 characters long; otherwise, an error is thrown.
- API Authentication Errors: Ensure the API key credential is valid and has sufficient permissions to update deals.
- Network Issues: Connectivity problems with the RD Station CRM API can cause request failures.
- Invalid Field Values: Providing invalid IDs for stages, users, organizations, or campaigns may result in API errors.
To resolve these issues:
- Verify all required fields are correctly filled.
- Check API credentials and permissions.
- Confirm that referenced IDs exist in RD Station CRM.
- Review error messages returned by the node for specific guidance.
Links and References
- RD Station CRM API Documentation
- n8n Documentation on HTTP Request Node (for understanding API calls)