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Arivo CRM

Create and edit data in Arivo CRM

Actions68

Overview

This node integrates with Arivo CRM to create and manage company records. Specifically, the "Create" operation under the "Company" resource allows users to add new companies into their CRM system. This is useful for automating the process of adding business contacts, managing client or partner information, and keeping company data up-to-date without manual entry.

Practical examples include:

  • Automatically creating a new company record when a lead form is submitted on a website.
  • Adding companies from external databases or spreadsheets into Arivo CRM.
  • Integrating with other tools to sync company data in real-time.

Properties

Name Meaning
Company Name The official name of the company to be created. This is a required field.
Additional Fields A collection of optional fields to provide more detailed information about the company:
- CNPJ Brazilian company taxpayer registration number (CNPJ).
- Main Contact ID Identifier of the main contact person associated with this company.
- Website URL of the company's website.
- Email One or more email addresses for the company. Each email includes:
• E-Mail Address: The actual email string.
• Type: The category of the email address (Work, Personal, Other).
- Phone One or more phone numbers for the company. Each phone includes:
• Number: The phone number string.
• Type: The category of the phone number (Work, Mobile, Home, Other).
- Tags Tags or labels assigned to the company for categorization or filtering purposes.
- User Name or ID The user assigned to this company. Can be selected from a list or specified via an expression.
- Team Name or ID The team assigned to this company. Can be selected from a list or specified via an expression.
- Address One or more physical addresses for the company. Each address includes:
• Street, City, State, District, Country, Zip (postal code).
• Type: The category of the address (Work, Home, Other).
- Custom Fields Custom fields defined in the CRM for companies. Each custom field requires:
• Field Name or ID: Selected from available custom fields.
• Value: The value to assign to that custom field.

Output

The node outputs JSON objects representing the newly created company records as returned by the Arivo CRM API. Each output item corresponds to one input item processed and contains all relevant details of the created company, including any IDs assigned by the CRM.

No binary data output is indicated for this operation.

Dependencies

  • Requires an active connection to Arivo CRM via an API key credential configured in n8n.
  • The node depends on the Arivo CRM API being accessible and properly authenticated.
  • Some properties load options dynamically (e.g., user and team lists, custom fields), which require proper API permissions.

Troubleshooting

  • Common issues:

    • Missing required fields such as "Company Name" will cause errors.
    • Invalid or expired API credentials will prevent successful creation.
    • Providing invalid IDs for related entities (e.g., main contact, user, team) may result in API errors.
    • Network connectivity problems can cause timeouts or failures.

  • Error messages:

    • Errors indicating missing required parameters suggest checking that mandatory fields are filled.
    • Authentication errors indicate issues with the API key or permission scopes.
    • Validation errors from the API may point to incorrect formats (e.g., invalid CNPJ format).

  • Resolutions:

    • Ensure all required fields are provided and correctly formatted.
    • Verify API credentials and permissions.
    • Use expressions carefully to supply valid IDs.
    • Check network connectivity and retry if transient errors occur.

Links and References

Discussion