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Corbee CRM

Integração com API do Corbee CRM

Overview

The "Marcar Ganho" operation in the Corbee CRM node marks a specific attendance record as "won" (successful). This is useful in sales or customer service workflows where you want to update the status of an interaction or case to indicate it was successfully closed or converted.

Typical scenarios include:

  • Marking a sales opportunity as won after closing a deal.
  • Updating a customer support ticket to show successful resolution.
  • Tracking progress in a pipeline by marking attendances that resulted in positive outcomes.

Example: After a sales call results in a signed contract, this operation can be used to mark the corresponding attendance record as gained in the CRM system.

Properties

Name Meaning
ID Do Atendimento The unique identifier of the attendance record to mark as gained. This is required.

Output

The output JSON contains the response from the API confirming the attendance has been marked as gained. It typically includes details of the updated attendance record, such as its new status and any related metadata.

No binary data output is involved in this operation.

Dependencies

  • Requires an API key credential for authenticating with the Corbee CRM API.
  • The node uses the CorbeeHelpers class internally to handle API requests.
  • Network access to the Corbee CRM API endpoint is necessary.
  • Proper configuration of the API credentials within n8n is required.

Troubleshooting

  • Common issues:

    • Invalid or missing attendance ID will cause the API request to fail.
    • Authentication errors if the API key credential is not set up correctly.
    • Network connectivity problems may prevent communication with the Corbee API.
  • Error messages:

    • "Operation not supported": Indicates an unsupported operation was requested; ensure "Marcar Ganho" is selected.
    • API errors related to invalid attendance ID or permissions will be returned from the Corbee API and surfaced by the node.
  • Resolutions:

    • Verify the attendance ID is correct and exists in the CRM.
    • Check that the API key credential is valid and has sufficient permissions.
    • Ensure network connectivity to the Corbee API endpoint.

Links and References

Discussion