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Gestor Clientes Max

Integração completa com API de agenda para gerenciar clientes e agendamentos

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Overview

This node integrates with the "Gestor Clientes Max" API to manage clients, appointments, and financial accounts. Specifically for the Cliente - Create operation, it allows users to create a new client record in the external system by providing essential client details such as name, email, phone, and optionally CPF (a Brazilian individual taxpayer registry identification).

This node is beneficial in scenarios where businesses want to automate client management workflows, such as adding new customers from form submissions, CRM systems, or other data sources directly into their client management platform.

Example use case: Automatically creating a new client profile when a user fills out a signup form on a website, ensuring the client database stays up-to-date without manual entry.

Properties

Name Meaning
Nome The full name of the client to be created.
Email The client's email address.
Telefone The client's phone number.
CPF (Optional) The client's CPF number, a Brazilian tax ID.

Output

The node outputs a JSON object representing the newly created client as returned by the Gestor Clientes Max API. This typically includes all client details stored in the system after creation, such as the assigned client ID, name, email, phone, CPF (if provided), and any other metadata the API returns.

No binary data output is involved in this operation.

Dependencies

  • Requires an API key credential for authenticating requests to the Gestor Clientes Max API.
  • The node expects the API base URL and API key to be configured in the credentials.
  • Network access to the Gestor Clientes Max API endpoint is necessary.

Troubleshooting

  • Common issues:
    • Missing required fields (name, email, or phone) will likely cause the API to reject the request.
    • Invalid or expired API key will result in authentication errors.
    • Network connectivity problems can cause request failures.
  • Error messages:
    • "Unknown operation: client.create": Indicates a misconfiguration or typo in the operation parameter.
    • HTTP errors from the API (e.g., 400 Bad Request) usually mean invalid input data; verify that required fields are correctly filled.
  • Resolution tips:
    • Ensure all required properties are provided and valid.
    • Verify API credentials and permissions.
    • Check network connectivity and API availability.

Links and References

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