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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. Specifically, the "Atualizar Cliente" (Update Customer) operation updates customer information based on data linked to an attendance record.

Typical use cases include:

  • Synchronizing updated customer details after a service interaction.
  • Correcting or enriching customer records with new information collected during attendances.
  • Automating customer data maintenance workflows in CRM systems.

For example, after a customer support call (attendance), you might update the customer's name, CPF (Brazilian individual taxpayer registry identification), or email address in the CRM using this node.

Properties

Name Meaning
ID Do Atendimento (customerId) The unique identifier of the customer to update. This is required.
CPF (document) Customer's CPF document number. Accepts input with or without formatting; will be sent unformatted.
Nome (customerName) Full name of the customer, optimized for AI model usage. Optional but recommended.
Email (email) Customer's email address. Optional field.

Output

The node outputs JSON data representing the response from the Corbee CRM API after attempting to update the customer. This typically includes the updated customer record or confirmation details.

If multiple items are processed, each output item corresponds to one input item, paired accordingly.

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 CorbeeHelpers utility class internally to handle API requests and data normalization (e.g., CPF formatting).
  • Network access to the Corbee CRM API endpoint is necessary.
  • No additional environment variables beyond the API credential are required.

Troubleshooting

  • Invalid CPF format: The node validates CPF format before sending. If the CPF is invalid, it throws an error. Ensure the CPF is correctly formatted or only contains digits.
  • Missing required fields: The customerId is mandatory. Omitting it will cause the operation to fail.
  • API errors: Errors returned by the Corbee CRM API (e.g., authentication failure, resource not found) will propagate as node errors. Verify API credentials and that the customer ID exists.
  • Empty updates: If no update fields (customerName, document, email) are provided, the request may send an empty payload, which could result in no changes or an error.

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