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Arivo CRM

Create and edit data in Arivo CRM

Actions68

Overview

This node integrates with Arivo CRM to update an existing person's record. It allows users to modify various details of a person such as their name, contact information, job position, company affiliation, tags, and custom fields. This is useful in scenarios where you need to keep your CRM data current, for example, updating a person's email address after they change jobs or adding new phone numbers.

Practical examples:

  • Updating a person's job title when they get promoted.
  • Adding multiple email addresses or phone numbers to a person's profile.
  • Changing the company association of a person if they move to a different employer.
  • Adding custom metadata fields relevant to your business processes.

Properties

Name Meaning
Person ID The unique identifier of the person to update.
Update Fields A collection of fields to update on the person record. These include:
- Person Name The full name of the person.
- CPF Brazilian individual taxpayer registration number.
- Birth Date The birth date of the person in YYYY-MM-DD format.
- Position The job position or title of the person (e.g., Software Engineer).
- Company ID The identifier of the company where this person works.
- Email One or more email addresses, each with an address and type (Work, Personal, Other).
- Phone One or more phone numbers, each with a number and type (Work, Mobile, Home, Other).
- Tags Tags associated with the person for categorization or filtering.
- User Name or ID The user assigned to this person, selectable from a list or specified by ID via expression.
- Team Name or ID The team assigned to this person, selectable from a list or specified by ID via expression.
- Address One or more addresses, each including street, city, state, district, country, zip code, and type (Work, Home, Other).
- Custom Fields Custom fields defined in the CRM that can be added or updated, each identified by field name or ID and a corresponding value.

Output

The node outputs JSON data representing the updated person object as returned by the Arivo CRM API. This includes all the updated fields and any additional metadata provided by the API response.

If multiple input items are processed, the output will be an array of JSON objects, each paired with the corresponding input item.

The node does not output binary data.

Dependencies

  • Requires an API key credential for authenticating with Arivo CRM.
  • The node depends on the Arivo CRM API being accessible and properly configured.
  • Some properties load options dynamically (e.g., user and team lists), which require proper API access permissions.

Troubleshooting

  • Invalid Person ID: If the provided Person ID does not exist, the API will likely return an error. Verify the ID is correct.
  • Missing Required Fields: The Person ID is mandatory; ensure it is provided.
  • API Authentication Errors: Ensure the API key credential is valid and has sufficient permissions.
  • Invalid Field Values: For fields like dates or emails, ensure values conform to expected formats.
  • Rate Limits or Network Issues: Temporary failures may occur due to network problems or API rate limits; retrying might help.
  • Custom Fields Not Updating: Confirm that the custom field names/IDs exist in the CRM and that the user has permission to edit them.

Links and References

Discussion