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Integrate with Cubo Suite CRM API

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Overview

This node integrates with the Cubo Suite CRM API to create new deals within the CRM system. It is designed to facilitate the automation of deal creation workflows by allowing users to specify deal details such as title, associated person, pipeline, price, and other relevant information. This node is beneficial in scenarios where businesses want to automatically log sales opportunities or leads into their CRM from various sources, such as form submissions, lead generation tools, or other business applications.

Practical examples include:

  • Automatically creating a new sales deal when a potential customer fills out a contact form.
  • Logging deals generated from marketing campaigns directly into the CRM for sales follow-up.
  • Integrating e-commerce platforms to create deals based on customer purchases or inquiries.

Properties

Name Meaning
Title Title of the deal (required).
People Name Name of the person associated with the deal (required).
Pipe ID ID of the pipeline where the deal belongs (must be a positive number, required).
Price Price value of the deal.
User ID ID of the user responsible for the deal (included only if greater than 0).
People Phone Phone number of the person associated with the deal.
Organization Name Name of the organization related to the deal.
Stage ID ID of the stage in the pipeline (included only if greater than 0).
Rating Numeric rating assigned to the deal.
Products Collection of products associated with the deal. Each product includes:
- Product ID: Identifier of the product.
- Quantity: Number of units of the product.
- Price: Price of the product.
Custom Fields Collection of custom fields to add additional data to the deal. Each custom field includes:
- Custom Field ID: Identifier of the custom field (required).
- Value: Value assigned to the custom field.

Output

The node outputs an array of JSON objects representing the created deals. Each object contains the response data returned by the Cubo Suite CRM API after successfully creating a deal. The exact structure depends on the API response but typically includes identifiers, status, and details of the newly created deal.

No binary data output is produced by this node.

Dependencies

  • Requires an API key credential for authenticating with the Cubo Suite CRM API.
  • The base URL for API requests is https://api.cubosuite.com.br.
  • Proper configuration of the API authentication credential in n8n is necessary for successful operation.

Troubleshooting

  • Common Issues:

    • Missing required fields such as "Title", "People Name", or "Pipe ID" will cause the node to fail.
    • Providing invalid IDs (e.g., negative numbers or zero where positive numbers are expected) may result in API errors.
    • Network connectivity issues or incorrect API credentials will prevent successful communication with the CRM API.
  • Error Messages:

    • Authentication errors indicate problems with the provided API key; verify that the credential is correctly configured.
    • Validation errors from the API usually point to missing or invalid input parameters; ensure all required fields are properly filled.
    • Unexpected API responses or timeouts suggest network or service availability problems; retry or check service status.

Links and References

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