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Corbee CRM

Integração com API do Corbee CRM

Actions5

Overview

This node integrates with the Corbee CRM API to manage attendances (service interactions or cases) within the CRM system. Specifically, the "Marcar Ganho" operation marks an attendance as won, indicating a successful outcome such as a closed sale or resolved case.

Common scenarios for this node include:

  • Automating the update of attendance status after a sales process completes successfully.
  • Integrating CRM workflows where external systems notify Corbee CRM about the success of an attendance.
  • Streamlining pipeline management by programmatically marking attendances as gained without manual intervention.

Example use case: After a deal is closed in an external sales platform, this node can be triggered to mark the corresponding attendance in Corbee CRM as won, ensuring data consistency and triggering any downstream automation in the CRM.

Properties

Name Meaning
Opções Adicionais Additional options including:
• Continue On Fail (boolean)
• Custom Headers (JSON)
• Query Parameters (JSON)
• Timeout (number, milliseconds)
ID do Atendimento The unique identifier of the attendance (case/service interaction) to mark as gained. This is required for the operation.

Output

The node outputs JSON data representing the response from the Corbee CRM API after marking the attendance as gained. The structure depends on the API response but typically includes details of the updated attendance record.

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

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating with the Corbee CRM API.
  • Network access to the Corbee CRM API endpoint.
  • Optional custom headers, query parameters, and timeout settings can be configured via additional options.

Troubleshooting

  • Common issues:

    • Invalid or missing attendance ID will cause the API request to fail.
    • Network timeouts or connectivity issues may interrupt the request.
    • Insufficient permissions or invalid API credentials will result in authentication errors.

  • Error messages:

    • "Operação não suportada": Indicates an unsupported operation was requested; ensure the operation parameter is set correctly.
    • API error responses are passed through; if continueOnFail is false, the node execution stops on error.
    • If continueOnFail is true, errors are returned in the output JSON under error and details fields for each failed item.

  • Resolutions:

    • Verify the attendance ID is correct and exists in Corbee CRM.
    • Check API credentials and permissions.
    • Adjust timeout settings if network delays occur.
    • Use continueOnFail option to handle partial failures gracefully.

Links and References

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