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Rvops

Integração Rvops

Overview

This node integrates with the Rvops platform to manage associations between different objects such as contacts, deals, and companies. Specifically, the "Create a Association" operation allows users to create a link (association) between two objects by specifying their types and IDs. This is useful in scenarios where you want to relate entities, for example associating a contact with a company or linking a deal to a contact.

Practical examples:

  • Linking a contact to a company to indicate employment or relationship.
  • Associating a deal with a contact to track which customer is involved in a sales opportunity.
  • Connecting two companies for partnership or subsidiary relationships.

Properties

Name Meaning
Autenticação Do Cliente Authentication method; currently supports "Access Token".
Objeto De Origem The source object type to associate from. Options: Contato (contact), Negócio (deal), Empresa (company).
ID Do Objeto Da Origem The numeric ID of the source object to associate.
Objeto De Destino The target object type to associate to. Options: Contato (contact), Negócio (deal), Empresa (company).
ID Do Objeto De Destino The numeric ID of the target object to associate.

Note: The properties related to sorting lists, ordering, and other resources are not relevant for this specific operation.

Output

The output JSON contains the response from the API after creating the association. It typically includes confirmation details about the created association. The exact structure depends on the API but generally confirms the linked objects.

Example output structure (conceptual):

{
  "id": "association_id",
  "fromObject": "contact",
  "fromObjectId": 123,
  "toObject": "company",
  "toObjectId": 456,
  "status": "success"
}

No binary data output is indicated for this operation.

Dependencies

  • Requires an API key credential for authentication (referred to as "Access Token").
  • Depends on the Rvops API endpoint for managing associations.
  • No additional environment variables or external services are explicitly required beyond the API access.

Troubleshooting

  • Common issues:

    • Invalid or missing object IDs: Ensure that the IDs provided for both source and target objects exist and are valid integers greater than zero.
    • Incorrect object types: The source and target object types must be one of the supported options (contact, deal, company).
    • Authentication errors: Verify that the provided access token is valid and has sufficient permissions to create associations.
  • Error messages:

    • Errors returned from the API will include message and status details. For example, "Unauthorized" indicates invalid credentials, while "Not Found" may indicate invalid object IDs.
    • To resolve, check credentials, verify object existence, and ensure correct parameter usage.

Links and References


This summary focuses exclusively on the "Create a Association" operation under the "Associação" resource as requested.

Discussion