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Arivo CRM

Create and edit data in Arivo CRM

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Overview

This node integrates with Arivo CRM to create a new Deal record. It allows users to specify the deal's primary details such as its name and various optional attributes like description, estimated value, associated company or contact, sales pipeline, tags, assigned user or team, and custom fields.

Typical use cases include automating the creation of sales deals when leads reach a certain stage in a marketing funnel, syncing deals from other systems into Arivo CRM, or programmatically generating deals based on external triggers.

For example, you could use this node to automatically create a "Software License Deal" with an estimated value and assign it to a specific sales pipeline and user whenever a new customer signs up.

Properties

Name Meaning
Deal Name The name/title of the deal (e.g., "Software License Deal"). This is a required field.
Additional Fields A collection of optional fields to provide more context about the deal:
- Description Text describing the deal (e.g., "Annual software license renewal for 100 users").
- Value Estimated monetary value of the deal.
- Company ID Identifier of the client company associated with the deal.
- Contact ID Identifier of the main contact person for the deal.
- Temperature Indicates the probability of success; options are Cold, Warm (default), or Hot.
- Opened At Date/time when the deal was opened, in ISO-8601 format.
- Estimated Close Date Expected closing date of the deal, in ISO-8601 format.
- Pipeline Name or ID Sales pipeline to which the deal belongs. Can be selected from a list or specified by ID using expressions.
- Tags Tags associated with the deal for categorization or filtering.
- User Name or ID User assigned to manage the deal. Selectable from a list or specified by ID via expressions.
- Team Name or ID Team responsible for the deal. Selectable from a list or specified by ID via expressions.
- Custom Fields Allows adding multiple custom fields by specifying their names/IDs and corresponding values. Useful for extending deal data beyond standard fields.

Output

The node outputs an array of JSON objects representing the created deal(s). Each output item contains the full details of the newly created deal as returned by the Arivo CRM API, including all standard and custom fields set during creation.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to Arivo CRM via an API key credential configured in n8n.
  • The node depends on Arivo CRM's REST API endpoints for creating deals.
  • Some properties load dynamic options (e.g., pipelines, users, teams, custom fields) via internal methods that query Arivo CRM to populate dropdowns.

Troubleshooting

  • Common Issues:

    • Missing required fields such as "Deal Name" will cause the operation to fail.
    • Invalid IDs for company, contact, pipeline, user, or team may result in errors from the API.
    • Incorrect date formats for "Opened At" or "Estimated Close Date" can cause validation errors.
    • Network or authentication issues with Arivo CRM API will prevent deal creation.

  • Error Messages:

    • "Missing required parameter": Ensure all mandatory fields are provided.
    • "Invalid ID" or "Not found": Verify that referenced entities (company, contact, pipeline, etc.) exist and IDs are correct.
    • "Authentication failed": Check that the API key credential is valid and has necessary permissions.
    • "Invalid date format": Use ISO-8601 format for date/time fields.

  • Resolution Tips:

    • Double-check input parameters and their formats.
    • Confirm connectivity and credentials for Arivo CRM.
    • Use expressions carefully to ensure they resolve to valid values.
    • Enable "Continue On Fail" in the node settings to handle partial failures gracefully.

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