Corbee CRM icon

Corbee CRM

Integração com API do Corbee CRM

Overview

This node integrates with the Corbee CRM API, enabling users to perform various operations related to customer attendances and client data management within Corbee CRM. It is useful for automating workflows that involve updating attendance records, managing customer information, listing attendances, and marking attendances as won or lost.

Common scenarios include:

  • Retrieving a list of attendances filtered by document number, phone, pagination, or limit.
  • Updating details of a specific attendance.
  • Updating customer information based on attendance data.
  • Marking an attendance as won (gain) or lost (loss), optionally specifying a reason for loss.

Practical examples:

  • Automatically update customer details in Corbee CRM when new information is received from another system.
  • List recent attendances to generate reports or trigger follow-up actions.
  • Mark sales opportunities as won or lost based on external triggers.

Properties

Name Meaning
Opções Adicionais Additional options including:
• Continue On Fail (boolean) — whether to continue on error.
• Headers Customizados (JSON) — custom HTTP headers.
• Query Parameters (JSON) — additional query parameters.
• Timeout (number) — request timeout in milliseconds.

Note: The node supports multiple operations selectable via the "operation" property (not listed here since the user requested only Default resource and operation). The "Opções Adicionais" collection allows fine-tuning request behavior.

Output

The node outputs JSON data representing the response from the Corbee CRM API for each executed operation. The structure depends on the operation:

  • For listing attendances, it returns an array of attendance objects.
  • For update or mark operations, it returns the updated attendance or customer object.
  • In case of errors (if "Continue On Fail" is enabled), it outputs an object with error (error message) and details (additional error data).

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Corbee CRM API.
  • Uses the CorbeeHelpers utility class internally to handle HTTP requests.
  • Network access to https://docs.crm.corbee.com.br/ (API endpoint base URL implied).
  • No other external dependencies are required.

Troubleshooting

  • Common issues:

    • Invalid or missing API credentials will cause authentication failures.
    • Incorrect IDs (attendanceId, customerId) may result in "not found" errors.
    • Malformed JSON in input fields like attendanceData or customerData can cause request failures.
    • Timeout errors if the API is slow or unreachable.
  • Error handling:

    • If "Continuar Em Erro" (Continue On Fail) is disabled, the node will throw errors immediately.
    • If enabled, errors are returned as JSON objects with error and details fields, allowing workflow continuation.
  • How to resolve:

    • Verify API credentials and permissions.
    • Ensure all required IDs and data fields are correctly provided.
    • Validate JSON inputs before execution.
    • Adjust timeout settings in additional options if needed.

Links and References

Discussion