Actions32
- Contatos Actions
- Oportunidades Actions
- Tarefas Actions
- Produtos Actions
- Funis Actions
- Campos Personalizados Actions
- Notas Actions
- Anexos Actions
- Propostas Actions
- Webhooks Actions
Overview
The node integrates with the Linqer CRM API to manage notes related to sales opportunities. Specifically, for the "Notas" resource and the "Criar" operation, it allows users to create a new note linked to a specific opportunity by providing the opportunity's ID and the note content.
This node is beneficial in scenarios where you want to automate adding contextual information or comments to sales opportunities within your CRM workflow. For example, after a customer call or meeting, you can automatically log notes into the CRM without manual entry, ensuring all relevant details are captured and accessible to your sales team.
Properties
| Name | Meaning |
|---|---|
| ID da Oportunidade | The unique identifier of the opportunity to which the note will be attached. |
| Texto | The textual content of the note to be created. |
Output
The output JSON contains the response from the Linqer CRM API after creating the note. This typically includes details about the newly created note such as its ID, associated opportunity ID, text content, timestamps, and any other metadata returned by the API.
The node does not output binary data for this operation.
Dependencies
- Requires an API key credential for authenticating requests to the Linqer CRM API.
- The node uses HTTP POST requests to the endpoint
/v1/nota/publicon the configured Linqer CRM API URL. - Proper configuration of the API URL and authentication credentials in n8n is necessary.
Troubleshooting
Common issues:
- Missing or invalid opportunity ID: Ensure the "ID da Oportunidade" property is correctly set and corresponds to an existing opportunity in Linqer CRM.
- Authentication errors: Verify that the API key credential is valid and has sufficient permissions.
- Network or API endpoint errors: Check connectivity and that the Linqer CRM API URL is correct.
Error messages:
"Operação "create" não suportada para notas": This indicates an unsupported operation was requested; ensure the operation is set to "Criar".- API error responses will be passed through; check the message for details such as validation errors or permission issues.
Links and References
- Linqer CRM API Documentation (general reference): Linqer CRM API (Note: Replace with actual URL if available)