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Create and edit data in Arivo CRM

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Overview

This node operation allows you to create a new deal item within the Arivo CRM system. A deal item represents a specific product or service associated with a particular deal, including details such as quantity, price, and discount. This is useful for sales workflows where you want to itemize what is included in a deal, track products sold, and manage pricing details.

Common scenarios include:

  • Adding products or services to a sales deal.
  • Specifying quantities and discounts for items in a deal.
  • Associating existing products from your catalog with deals.

For example, if you have a deal with a customer and want to add a laptop and accessories as line items, you would use this operation to create those deal items with their respective prices and quantities.

Properties

Name Meaning
Deal ID The unique identifier of the deal to which this item will be added.
Item Name The name of the deal item (e.g., "Laptop", "Consulting Service").
Additional Fields Optional extra fields to specify more details about the deal item:
- Discount Discount amount or percentage applied to this item.
- Price Unit price of the item.
- Product Name or ID The product associated with this deal item. You can select from a list of products or specify an ID using an expression.
- Quantity Number of units of this item included in the deal (default is 1).

Output

The output JSON contains the details of the created deal item as returned by the Arivo CRM API. This typically includes:

  • The unique ID of the newly created deal item.
  • The deal ID it belongs to.
  • Item name.
  • Associated product information.
  • Quantity, price, and discount values.
  • Any other metadata or timestamps related to the deal item creation.

No binary data output is involved in 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 to create deal items.
  • The "Product Name or ID" field loads options dynamically from the Arivo CRM product catalog.

Troubleshooting

  • Missing or invalid Deal ID: Ensure that the Deal ID provided exists in Arivo CRM and is correctly formatted.
  • Invalid product selection: If specifying a product, make sure it exists in the product catalog or provide a valid product ID.
  • API authentication errors: Verify that the API key credential is set up correctly and has permissions to create deal items.
  • Validation errors on numeric fields: Check that price, discount, and quantity are numbers and within acceptable ranges.
  • Network or API downtime: Confirm connectivity to Arivo CRM and retry if transient errors occur.

If the node throws an error message indicating missing required fields or invalid input, review the input parameters carefully and correct them before retrying.

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