Actions40
- Associação Actions
- Contato Actions
- Empresa Actions
- Negócio Actions
- Nota Actions
- Produto Actions
- Propriedade Actions
- Segmento Actions
- Tarefa Actions
- Usuário Actions
Overview
This node integrates with the Rvops platform to manage "Deals" (business opportunities) within a CRM-like system. Specifically, the Create a Deal operation allows users to create new deal records by specifying key details such as pipeline, stage, owner, priority, and custom properties. It also supports associating the deal with existing contacts, companies, and products.
Common scenarios where this node is beneficial include automating sales workflows, integrating deal creation from external lead sources, or syncing deals from other systems into Rvops. For example, when a new lead qualifies in a marketing automation tool, this node can automatically create a corresponding deal in Rvops with relevant associations and properties.
Properties
| Name | Meaning |
|---|---|
| Pipeline Name or ID | Select or specify the pipeline in which the deal will be created. Pipelines represent sales processes or funnels. |
| Etapa Name or ID | Select or specify the stage within the chosen pipeline for the deal. Stages represent steps in the sales process. |
| Proprietário Name or ID | Select or specify the owner (user responsible) of the deal. |
| Prioridade | Priority level of the deal. Options: Baixa (Low), Média (Medium), Alta (High). |
| Propriedades | Custom properties for the deal. You can add multiple property name-value pairs to define additional information about the deal. |
| Associações Com Empresas | Associations with companies. Add one or more company IDs to link the deal to those companies. |
| Associações Com Contatos | Associations with contacts. Add one or more contact IDs to link the deal to those contacts. |
| Associações Com Produtos | Associations with products. Add one or more products with details including product ID, quantity, and unit price to associate products with the deal. |
Output
The output JSON contains the newly created deal's data structured as follows:
id: The unique identifier of the created deal.properties: An object containing all the properties of the deal, including standard and custom fields.associations: An object listing associated entities such as companies, contacts, and products linked to the deal.
This output allows downstream nodes to access the deal's ID and details for further processing or integration.
Dependencies
- Requires an API authentication token credential to connect securely to the Rvops API.
- Uses the Rvops REST API endpoints to perform operations on deals.
- The node relies on dynamic loading of options for pipelines, stages, owners, products, and deal properties via API calls.
- No additional external services are required beyond the Rvops API.
Troubleshooting
- Missing Required Fields: The operation requires pipeline ID, stage ID, owner ID, and priority. Omitting these will likely cause API errors. Ensure these fields are set correctly.
- Invalid Associations: Associating non-existent company, contact, or product IDs may result in errors or incomplete associations. Verify IDs before use.
- API Authentication Errors: If the API token is invalid or expired, requests will fail. Re-authenticate or update credentials as needed.
- Property Validation: Some properties may have restrictions or required formats. Check the Rvops API documentation if property updates fail.
- Rate Limits or Network Issues: API request failures due to rate limits or connectivity should be retried or handled gracefully.
Links and References
- n8n Expressions Documentation
- Rvops API documentation (not publicly linked here; refer to your internal API docs)
- n8n official docs on Creating Custom Nodes