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Linqer CRM

Integração com a API do CRM Linqer

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Overview

This node integrates with the Linqer CRM API to manage notes related to opportunities. Specifically, the "Buscar por Oportunidade" (Search by Opportunity) operation retrieves all notes associated with a given opportunity ID. This is useful for workflows that need to fetch contextual information or comments linked to sales opportunities, enabling better tracking and follow-up.

Practical examples:

  • Automatically retrieving all notes for an opportunity when it reaches a certain stage in a sales funnel.
  • Aggregating notes data for reporting or analysis purposes.
  • Triggering notifications or actions based on the content of notes attached to an opportunity.

Properties

Name Meaning
ID da Oportunidade The unique identifier of the opportunity whose notes you want to retrieve. This is a required string input.

Output

The output is a JSON array where each item represents a note linked to the specified opportunity. Each note object typically contains fields such as:

  • opportunityId: The ID of the related opportunity.
  • texto: The text content of the note.

The exact structure depends on the Linqer CRM API response but generally includes all note details returned by the endpoint /v1/nota/public/opportunity/{opportunityId}.

No binary data output is produced by this operation.

Dependencies

  • Requires an API key credential for authenticating requests to the Linqer CRM API.
  • The node uses HTTP requests to the Linqer CRM endpoints, so network connectivity to the API URL configured in credentials is necessary.
  • No additional external services are required beyond the Linqer CRM API.

Troubleshooting

  • Common issues:

    • Invalid or missing opportunity ID will cause the API call to fail.
    • Network or authentication errors if the API key is incorrect or expired.
    • If no notes exist for the given opportunity, the output may be an empty array.

  • Error messages:

    • "Operação "getByOpportunity" não suportada para notas": This indicates an unsupported operation was requested; ensure the operation name is correct.
    • HTTP errors from the API (e.g., 401 Unauthorized, 404 Not Found) usually indicate credential or resource ID problems.

  • Resolutions:

    • Verify the opportunity ID is correct and exists in Linqer CRM.
    • Check that the API key credential is valid and has appropriate permissions.
    • Ensure the node's resource is set to "Notas" and operation to "Buscar por Oportunidade".

Links and References

Discussion