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Rvops

Integração Rvops

Overview

The node provides integration with the Rvops platform, allowing users to manage various CRM-related resources such as companies, contacts, deals, products, tasks, notes, segments, associations, properties, and users. Specifically, for the "Empresa" (Company) resource and the "Search a Company" operation, the node enables searching for companies based on customizable filters and property selections.

This operation is useful when you want to retrieve company records that match specific criteria, such as filtering by certain company attributes or sorting results by modification or creation dates. For example, you could search for all companies modified after a certain date or those belonging to a particular owner.

Practical scenarios include:

  • Fetching companies that meet certain business criteria for targeted marketing.
  • Integrating company data into workflows for automated processing or reporting.
  • Synchronizing company information between Rvops and other systems.

Properties

Name Meaning
Autenticação Do Cliente Authentication method to use; currently supports "Access Token".
Filtros Filters to apply in the company search. Each filter consists of:
- Property Name or ID (selectable from company properties)
- Operator (e.g., Equal, Not Equal, Greater Than, Contains Token, etc.)
- Value to filter by.
Propriedade Names or IDs Additional company properties to include in the search results. You can select multiple properties or specify them via expressions.
Limit Maximum number of company records to return in the search (1 to 100).
Listar Todos Boolean flag indicating whether to list all matching companies at once, ignoring the limit.
Campo De Ordenação Field to sort the search results by. Options are "Data De Modificação" (date_modified) or "Data De Inclusão" (date_added).
Tipo De Ordenação Sort order type: "Ascendente" (ascending) or "Descendente" (descending).

Output

The output is an array of JSON objects representing the companies found by the search. Each object includes:

  • id: The unique identifier of the company.
  • properties: An object containing the requested company properties and their values.
  • associations: Related entities associated with the company (such as contacts or deals), if any.

The output structure allows downstream nodes to access detailed company data and related associations for further processing.

Dependencies

  • Requires an API key credential for authentication (referred generically as an API token).
  • Depends on the Rvops API endpoints for company data retrieval.
  • The node uses internal helper methods to make HTTP requests to the Rvops API and handle pagination when listing all results.

Troubleshooting

  • Common Issues:

    • Incorrect or expired API token may cause authentication failures.
    • Using invalid property names or operators in filters can result in errors.
    • Requesting more than the allowed limit without enabling "Listar Todos" may truncate results unexpectedly.
    • Network issues or API downtime can cause request failures.
  • Error Messages:

    • Errors returned from the API typically include a message and status code.
    • If the node is set to continue on failure, error details will be included in the output under an error field.
  • Resolutions:

    • Verify and update the API token credentials.
    • Double-check filter property names and operators against available company properties.
    • Use the "Listar Todos" option to fetch all matching records if needed.
    • Ensure stable network connectivity and check Rvops service status.

Links and References


Note: This summary is based solely on static analysis of the provided source code and property definitions.

Discussion