Overview
This node integrates with RD Station CRM to manage tasks (referred to as "Tarefa"). Specifically, the "Atualizar" (Update) operation allows users to update an existing task by providing its ID and the fields to modify. This is useful for keeping task information current, such as changing the title, type, due date/time, assigned user, description, or marking it as completed.
Practical examples include:
- Updating a task’s status to completed after finishing it.
- Changing the due date or time of a scheduled meeting task.
- Modifying the description or assigned user based on new information.
Properties
| Name | Meaning |
|---|---|
| ID da Tarefa | The unique identifier of the task to be updated (required). |
| Dados da Tarefa | Collection of fields to update in the task. Possible fields: |
| - Título: Title or subject of the task. | |
| - Tipo: Type of task. Options: Ligação (call), E-mail, Visita (visit), Reunião (meeting), Tarefa (task), Almoço (lunch), WhatsApp. | |
| - Data de Vencimento: Due date in YYYY-MM-DD format. | |
| - Horário: Time of the task in HH:MM format. | |
| - ID do Usuário Responsável: ID of the user responsible for the task. | |
| - Descrição: Additional details or description of the task. | |
| - Concluída: Boolean flag to mark the task as completed (only applicable when updating). |
Output
The node outputs JSON data representing the updated task object returned from the RD Station CRM API. This includes all task properties as stored in the CRM after the update.
No binary data output is produced by this node.
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/tasks. - The node uses authenticated HTTP requests to interact with the API.
Troubleshooting
- Missing Task ID: If the "ID da Tarefa" property is not provided or invalid, the node throws an error stating that a valid task ID is required.
- Empty Update Data: If no fields are provided to update (empty "Dados da Tarefa"), the node throws an error indicating that at least one field must be specified.
- API Errors: Any errors returned by the RD Station CRM API (e.g., authentication failure, invalid field values) will be surfaced as node execution errors.
- To handle partial failures gracefully, enable "Continue On Fail" in the node settings to process subsequent items even if some fail.
Links and References
- RD Station CRM API Documentation
- n8n Documentation on HTTP Request Node (for understanding request options)