Arivo CRM icon

Arivo CRM

Create and edit data in Arivo CRM

Actions68

Overview

The node integrates with Arivo CRM to create or update company records. It allows users to either add a new company or update an existing one by matching on a specified field such as company name, email, or CNPJ (Brazilian taxpayer registration). This operation is useful for maintaining up-to-date company information in the CRM without creating duplicates.

Typical use cases include:

  • Importing company data from external sources and ensuring no duplicate companies are created.
  • Synchronizing company details between different systems by updating existing records based on a unique identifier.
  • Automating company record management workflows within n8n.

Properties

Name Meaning
Company Name The name of the company to create or update.
Field to Match On The field used to find an existing company to update. Options: Name, Email, CNPJ (Brazilian company taxpayer registration).
Additional Fields A collection of optional fields to provide more company details:
- CNPJ Brazilian company taxpayer registration number.
- Main Contact ID ID of the main contact person associated with the company.
- Website URL of the company's website.
- Email One or more email addresses for the company, each with an address and type (Work, Personal, Other).
- Phone One or more phone numbers for the company, each with a number and type (Work, Mobile, Home, Other).
- Tags Tags associated with the company for categorization or filtering.
- User Name or ID The user assigned to this company. Can be selected from a list or specified via expression.
- Team Name or ID The team assigned to this company. Can be selected from a list or specified via expression.
- Address One or more addresses for the company, each including street, city, state, district, country, zip code, and type (Work, Home, Other).
- Custom Fields Custom fields specific to the company, where each custom field has a name or ID and a value. These allow storing additional structured data defined in the CRM.

Output

The node outputs JSON objects representing the created or updated company records. Each output item corresponds to one input item processed.

The JSON structure includes all standard and additional fields of the company as returned by the Arivo CRM API after creation or update. This typically contains identifiers, names, contact details, addresses, tags, assigned users/teams, and any custom fields.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for Arivo CRM configured in n8n.
  • The node depends on the Arivo CRM API being accessible and properly authenticated.
  • Some properties load options dynamically (e.g., users, teams, custom fields), which requires proper API permissions.

Troubleshooting

  • Common issues:

    • Authentication failures due to invalid or missing API credentials.
    • Matching field not found or no existing company matches the criteria when updating.
    • Invalid data formats for fields like email, phone, or CNPJ.
    • Missing required fields such as company name.

  • Error messages:

    • Errors related to "match field" indicate that the chosen field does not uniquely identify a company or is missing.
    • Validation errors may occur if required fields are empty or incorrectly formatted.
    • API errors might return messages about permission issues or rate limits.

  • Resolutions:

    • Verify API credentials and permissions.
    • Ensure the match field is correctly set and exists in the CRM data.
    • Validate input data formats before running the node.
    • Use the "Continue on Fail" option in n8n to handle individual item errors gracefully.

Links and References

Discussion