Agendor icon

Agendor

Integração completa com Agendor CRM
Join our community

Actions19

Overview

This node integrates with the Agendor CRM platform to search for deals ("Negócio") based on various criteria. It allows users to retrieve deal information by specific identifiers or attributes such as deal ID, funnel stage, owner, status, or associated company. Additionally, it supports listing all deals with optional limits and inclusion of custom fields.

Common scenarios where this node is beneficial include:

  • Fetching detailed information about a specific deal by its unique ID.
  • Retrieving all deals currently in a particular sales funnel stage.
  • Listing deals assigned to a specific salesperson.
  • Filtering deals by their current status (e.g., ongoing, won, lost).
  • Gathering all deals related to a certain company.
  • Exporting or synchronizing deal data from Agendor into other systems.

Practical example: A sales manager wants to generate a report of all deals currently "in progress" handled by a particular team member. Using this node, they can search deals by owner ID and status to get the relevant data.

Properties

Name Meaning
Tipo de Busca Search type to find deals. Options: Por ID, Por Etapa, Por Responsável, Por Status, Por Empresa, Listar Todos
ID do Negócio Unique identifier of the deal in Agendor (required when searching by ID)
ID da Etapa Funnel stage ID to filter deals by stage (required when searching by stage)
ID do Responsável User ID responsible for the deal (required when searching by owner)
Status Deal status filter. Options: Em Andamento (In Progress), Ganho (Won), Perdido (Lost) (required when searching by status)
ID da Empresa Company ID to filter deals belonging to a specific organization (required when searching by company)
Incluir Campos Customizados Boolean flag to include custom fields in the response
Retornar Todos Boolean flag indicating whether to return all results or limit the number of results (only for "Listar Todos" search type)
Limite Maximum number of results to return when not returning all (range 1-100, default 50)

Output

The node outputs an array of JSON objects representing the deals matching the search criteria. Each object contains the deal's properties as returned by the Agendor API, including standard fields like title, status, owner, stage, and optionally custom fields if requested.

If the "Retornar Todos" option is enabled, the node fetches and returns all available deals matching the criteria, handling pagination internally.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating requests to the Agendor CRM API.
  • The node uses internal helper functions to perform HTTP requests to Agendor endpoints.
  • No additional external dependencies are required beyond the configured API authentication.

Troubleshooting

  • Common issues:

    • Invalid or missing API credentials will cause authentication errors.
    • Providing incorrect or non-existent IDs (dealId, stageId, ownerId, organizationIdForDeal) will result in empty responses or errors.
    • Exceeding API rate limits may cause request failures.
    • Requesting all results without enabling "Retornar Todos" may return incomplete data due to default limits.

  • Error messages:

    • Authentication errors: Verify that the API key credential is correctly configured and has necessary permissions.
    • Not found errors: Check that the provided IDs correspond to existing records in Agendor.
    • Validation errors: Ensure required parameters for the selected search type are provided.
    • Network or timeout errors: Confirm network connectivity and Agendor service availability.

Links and References

Discussion