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Overview

This node integrates with Arivo CRM to perform operations on various CRM resources. Specifically, for the Deal resource with the Get operation, it retrieves detailed information about a single deal by its unique identifier. This is useful when you want to fetch current data about a specific deal in your sales pipeline, such as its status, value, associated contacts, or custom fields.

Practical examples include:

  • Fetching deal details to display in a dashboard.
  • Using deal information to trigger follow-up actions or notifications.
  • Integrating deal data into other systems like invoicing or reporting tools.

Properties

Name Meaning
Deal ID The unique identifier of the deal to retrieve. This is required to specify which deal's information should be fetched.

Output

The output is a JSON object representing the deal's data as returned from Arivo CRM. It typically includes all standard and custom fields related to the deal, such as:

  • Deal identifiers
  • Deal name or title
  • Pipeline stage and status
  • Associated contacts or companies
  • Monetary values (e.g., amount, currency)
  • Dates (e.g., creation date, close date)
  • Custom fields defined in the CRM

If the deal has any binary data associated (not typical for deals), it would be included in a separate binary property, but this node primarily outputs JSON data.

Dependencies

  • Requires an API key credential for authenticating with Arivo CRM.
  • The node depends on the Arivo CRM API being accessible and the provided Deal ID being valid.
  • No additional environment variables are explicitly required beyond the API authentication setup.

Troubleshooting

  • Invalid Deal ID: If the Deal ID does not exist or is malformed, the node will likely throw an error indicating the deal was not found. Verify the Deal ID is correct.
  • Authentication Errors: If the API key or credentials are invalid or expired, the node will fail to connect. Ensure the API key is correctly configured and active.
  • API Rate Limits: Excessive requests may lead to rate limiting by Arivo CRM. Implement retries or backoff strategies if needed.
  • Network Issues: Connectivity problems can cause failures; check network access to Arivo CRM endpoints.
  • Continue On Fail: If enabled, errors for individual items will be captured in the output JSON under an error field instead of stopping execution.

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