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Rvops

Integração Rvops

Overview

This node integrates with the Rvops platform to manage "Deals" (Negócio) within a CRM-like system. Specifically, the "Update a Deal" operation allows users to modify properties of an existing deal by specifying its unique ID and the properties to update.

Common scenarios for this node include:

  • Updating deal details such as stage, priority, owner, or custom fields after receiving new information.
  • Automating deal updates based on external triggers or workflows, e.g., changing deal status when a payment is received.
  • Synchronizing deal data from other systems into Rvops.

Example: You have a workflow that receives updated sales information and uses this node to update the corresponding deal's stage and priority in Rvops automatically.

Properties

Name Meaning
Autenticação Do Cliente Method of client authentication; currently supports "Access Token".
ID Do Negócio The unique numeric identifier of the deal to update (required).
Propriedades Collection of properties to update on the deal. Each property includes:
- Nome Da Propriedade Name or ID: The property name or ID to update (selectable from available deal properties).
- Novo valor: The new value to assign to the property (string).

Note: Other properties listed in the full input are not relevant to the "Update a Deal" operation and thus omitted here.

Output

The output JSON contains the updated deal object with the following structure:

{
  "id": "string",              // The unique identifier of the updated deal
  "properties": {              // Object containing the updated properties of the deal
    "propertyName1": "value1",
    "propertyName2": "value2"
    // ... other updated properties
  }
}

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating requests to the Rvops API.
  • The node depends on the elozApiRequest method to perform HTTP PATCH requests to the endpoint deals/{id}.
  • No additional external services or environment variables are explicitly required beyond the API authentication.

Troubleshooting

  • Error: Invalid or missing deal ID
    Ensure the "ID Do Negócio" property is set and corresponds to an existing deal in Rvops.

  • Error: Unauthorized or authentication failure
    Verify that the provided access token is valid and has sufficient permissions to update deals.

  • Error: Property name invalid or not allowed
    Only certain deal properties can be updated. Avoid using read-only or system-managed properties like creation date or IDs.

  • Network or API errors
    Check network connectivity and Rvops API availability. Review error messages returned by the API for more details.

Links and References


This summary focuses exclusively on the "Update a Deal" operation under the "Negócio" resource as requested.

Discussion