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Corbee CRM

Integração com API do Corbee CRM
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Overview

This node integrates with the Corbee CRM API to manage customer and attendance (service interaction) data. It supports multiple operations such as creating customers, updating customer or attendance details, listing funnels, stages, tags, banks, and more.

The "Adicionar Cliente" (Add Customer) operation specifically allows you to add a new customer record into the Corbee CRM system by providing essential customer information like name, document ID (CPF/CNPJ), birth date, foundation date (for companies), and phone number.

Common scenarios:

  • Automating customer registration from web forms or other systems.
  • Syncing customer data from external databases or CRMs.
  • Creating new customer profiles before logging service attendances or sales.

Practical example:
You receive new client data from an online signup form and want to automatically add this client to your Corbee CRM. Using this node with the "Adicionar Cliente" operation, you provide the customer's full name, CPF/CNPJ, birth date, and phone number, and the node creates the customer in Corbee CRM.

Properties

Name Meaning
Nome Full name of the customer (required).
CPF/CNPJ Customer's CPF or CNPJ document number; only numeric characters are sent to the API.
Data De Nascimento Customer's birth date in DD/MM/YYYY format.
Data De Fundação Foundation date in DD/MM/YYYY format (used for companies).
Telefone Customer's phone number.

Output

The node outputs JSON data representing the response from the Corbee CRM API after attempting to create the customer. This typically includes the newly created customer's details such as their assigned ID and any other metadata returned by the API.

If the API returns an array of objects, each object is output as a separate item paired with the input item that triggered it.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Corbee CRM API.
  • The node uses the Corbee CRM REST API endpoints to perform operations.
  • Proper configuration of the API credentials within n8n is necessary.
  • Network access to https://docs.crm.corbee.com.br/ (or the actual API endpoint) must be available.

Troubleshooting

  • Invalid or missing API credentials: Ensure the API key credential is correctly configured and has sufficient permissions.
  • Invalid CPF/CNPJ format: The node normalizes CPF/CNPJ by removing non-numeric characters. If the input is malformed, the API may reject it. Verify the document number format.
  • Date format errors: Birth date and foundation date must be in DD/MM/YYYY format. Incorrect formats may cause API errors.
  • Required fields missing: The "Nome" (customerName) field is required. Omitting it will cause the operation to fail.
  • API errors: Any error returned by the Corbee CRM API will be thrown by the node. Check the error message for details and verify the request parameters.

Links and References

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