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Create and edit data in Arivo CRM

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Overview

This node integrates with Arivo CRM to update company records. It allows users to modify various details of an existing company in the CRM system by specifying the company ID and the fields to update. This is useful for keeping company information current, such as updating contact details, addresses, tags, or custom fields.

Practical examples include:

  • Updating a company's main contact person after personnel changes.
  • Adding or modifying email addresses or phone numbers associated with a company.
  • Changing the assigned user or team responsible for the company.
  • Adjusting custom fields that track specific business data relevant to the company.

Properties

Name Meaning
Company ID The unique identifier of the company to update.
Update Fields A collection of fields to update on the company record. These include:
- Company Name The new name of the company.
- CNPJ Brazilian company taxpayer registration number.
- Main Contact ID The ID of the main contact person for this company.
- Website The URL of the company's website.
- Email One or more email addresses for the company. Each email includes: E-Mail Address (string) and Type (Work, Personal, Other).
- Phone One or more phone numbers for the company. Each phone includes: Number (string) and Type (Work, Mobile, Home, Other).
- Tags Tags associated with the company, typically used 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 address includes Street, City, State, District, Country, Zip, and Type (Work, Home, Other).
- Custom Fields Custom fields defined for the company entity. Each custom field requires a Field Name or ID and a Value.

Output

The node outputs JSON objects representing the updated company records returned from Arivo CRM after the update operation. Each output item corresponds to one input item processed.

The structure of the JSON output reflects the updated company data, including all standard and custom fields as stored in the CRM.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with Arivo CRM.
  • The node depends on Arivo CRM's REST API endpoints for company updates.
  • Proper configuration of the API credentials in n8n is necessary.
  • Some properties load options dynamically (e.g., user and team lists), which require connectivity to Arivo CRM.

Troubleshooting

  • Common issues:

    • Invalid or missing Company ID will cause the update to fail.
    • Providing invalid field values (e.g., malformed email or phone number) may result in API errors.
    • Network or authentication failures can prevent successful updates.
    • Attempting to update non-existent custom fields will cause errors.

  • Error messages:

    • "Company not found": Verify the Company ID is correct.
    • "Invalid authentication": Check API key credentials and permissions.
    • "Validation error": Review the format and types of the fields being updated.

  • Resolutions:

    • Ensure the Company ID exists in Arivo CRM.
    • Validate all input data formats before running the node.
    • Confirm API credentials are correctly set up and have sufficient permissions.
    • Use expressions carefully when specifying IDs or dynamic values.

Links and References

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