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Rvops

Integração Rvops

Overview

This node integrates with the Rvops platform to manage company data. Specifically, the "Create a Company" operation allows users to create a new company record in the Rvops system. This is useful for automating CRM workflows where new companies need to be added programmatically based on external triggers or data sources.

Common scenarios include:

  • Automatically adding new leads or clients as companies when they enter your sales funnel.
  • Syncing company data from other systems into Rvops.
  • Creating companies with associated contacts and deals to maintain relational data integrity.

Example: When a new lead is captured via a web form, this node can create a corresponding company in Rvops, assign an owner, set custom properties, and associate related contacts and deals.

Properties

Name Meaning
Autenticação Do Cliente Method of client authentication; currently supports "Access Token".
Nome Da Empresa The name of the company to be created (required).
Proprietário Name or ID The owner of the company; selectable from a list or specified by ID.
Propriedades Custom properties for the company; multiple key-value pairs where each key is a property name and value is the property's value.
Associações Com Contatos Associations with contacts; specify one or more contact IDs to link to the company.
Associações Com Negócios Associations with deals; specify one or more deal IDs to link to the company.

Note: Other properties listed in the full input JSON relate to sorting and listing operations or other resources and are not relevant for the "Create a Company" operation.

Output

The output JSON contains the newly created company's details:

  • id: The unique identifier of the created company.
  • properties: An object containing all the properties of the created company, including the company name, owner, and any custom properties set during creation.

No binary data is output by this operation.

Dependencies

  • Requires an API key credential for authenticating requests to the Rvops API.
  • The node uses HTTP methods (POST) to communicate with the Rvops backend.
  • No additional environment variables are explicitly required beyond the API authentication token.

Troubleshooting

  • Missing Required Fields: If "Nome Da Empresa" is not provided, the API will likely reject the request. Ensure this field is filled.
  • Invalid Owner ID: Specifying an invalid owner ID may cause errors or unexpected behavior. Use the provided dropdown or valid expressions.
  • Association IDs: Associating non-existent contact or deal IDs will result in errors. Verify IDs before use.
  • API Authentication Errors: Invalid or expired access tokens will cause authentication failures. Refresh or update credentials accordingly.
  • Network Issues: Connectivity problems can cause request failures. Check network status and API endpoint availability.

Error messages typically include HTTP status codes and server messages returned by the Rvops API, which should guide corrective actions.

Links and References


This summary focuses exclusively on the "Empresa" resource and the "Create a Company" operation as requested.

Discussion