Overview
This node integrates with RD Station CRM to manage notes associated with deals. Specifically, the "Criar" (Create) operation under the "Nota" (Note) resource allows users to create a new note linked to a specific deal and authored by a particular user.
Common scenarios where this node is beneficial include:
- Automatically adding contextual notes or comments to deals during sales workflows.
- Logging important updates or observations related to a deal for team collaboration.
- Integrating external systems that generate notes or annotations into RD Station CRM deals.
For example, after a customer call, a sales automation workflow could use this node to add a summary note to the relevant deal in RD Station CRM.
Properties
| Name | Meaning |
|---|---|
| ID do Negócio | The unique identifier of the deal to which the note will be attached (required). |
| ID do Usuário | The unique identifier of the user who is the author of the note (required). |
| Texto da Nota | The content text of the note to be created (required). |
Output
The node outputs JSON data representing the newly created note as returned by the RD Station CRM API. This typically includes details such as the note's ID, associated deal ID, user ID, text content, creation timestamp, and other metadata provided by the API.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for authenticating with RD Station CRM.
- The node makes HTTP requests to the RD Station CRM API endpoint at
https://crm.rdstation.com/api/v1/activities. - Proper configuration of the API authentication credential within n8n is necessary.
Troubleshooting
- Missing Required Fields: If any of the required properties (
dealId,userId, ortext) are not provided, the node will throw an error indicating the missing field. Ensure all required inputs are set. - Authentication Errors: If the API key or authentication token is invalid or expired, the request will fail. Verify the credential configuration.
- API Rate Limits or Network Issues: Temporary failures may occur due to network problems or API rate limiting. Consider enabling "Continue On Fail" to handle intermittent errors gracefully.
- Invalid Deal or User IDs: Providing incorrect or non-existent deal or user IDs may cause the API to reject the request. Confirm these IDs exist in RD Station CRM.