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Corbee CRM

Integração com API do Corbee CRM

Overview

This node integrates with the Corbee CRM API to manage attendances (service cases or customer interactions) within the CRM system. Specifically, the "Alterar Atendimento" (Update Attendance) operation allows users to modify details of an existing attendance record by providing its ID and new data.

Common scenarios where this node is useful include:

  • Updating the status, tags, stage, value, or assigned user of a customer attendance.
  • Automating updates to attendance records based on external triggers or workflows.
  • Synchronizing attendance data from other systems into Corbee CRM.

For example, you might use this node to update an attendance's stage after a phone call or to assign it to a different user automatically.

Properties

Name Meaning
Opções Adicionais Additional options including:
• Continue On Fail (boolean) - whether to continue on error.
• Custom Headers (JSON) - extra HTTP headers.
• Query Parameters (JSON) - additional query parameters.
• Timeout (number) - request timeout in milliseconds.
ID do Atendimento The unique identifier of the attendance record to update. This is required for the operation.
Dados do Atendimento JSON object containing the fields and values to update on the attendance. Example:
{"tag_id": 1, "stage_id": 2, "value": 1000, "user_id": 10}

Output

The node outputs the updated attendance data as JSON. The structure corresponds to the response returned by the Corbee CRM API after updating the attendance. It typically includes all relevant fields of the attendance record reflecting the changes made.

If multiple items are processed, each output item contains the respective updated attendance JSON under the json property.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Corbee CRM API.
  • The node uses the CorbeeHelpers utility class internally to make HTTP requests to the API.
  • Network connectivity to the Corbee CRM API endpoint is necessary.
  • Optional custom headers, query parameters, and timeout settings can be configured via the "Opções Adicionais" property.

Troubleshooting

  • Common issues:

    • Invalid or missing attendance ID will cause the API to return an error.
    • Malformed JSON in "Dados do Atendimento" may lead to request failures.
    • Network timeouts or incorrect API credentials will prevent successful updates.
  • Error messages:

    • "Operação não suportada: ..." indicates an unsupported operation was selected.
    • API errors returned from Corbee CRM will be included in the error details if "Continuar Em Erro" is false.
  • Resolutions:

    • Ensure the attendance ID exists and is correct.
    • Validate JSON input before running the node.
    • Verify API credentials and network access.
    • Enable "Continuar Em Erro" to allow workflow continuation despite individual errors and inspect error details in output.

Links and References

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