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Linqer CRM

Integração com a API do CRM Linqer

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Overview

The node integrates with the Linqer CRM API to manage and retrieve data related to various CRM resources. Specifically, for the Oportunidades (Opportunities) resource and the Buscar por Funil (Get By Funnel) operation, it fetches all opportunities filtered by a specific funnel within an account.

This operation is useful when you want to analyze or process sales opportunities that are currently in a particular sales funnel stage. For example, a sales manager might use this node to pull all active opportunities in the "Negotiation" funnel to review their status or trigger follow-up workflows.

Properties

Name Meaning
Account ID The identifier of the account to which the opportunities belong.
Funnel ID The identifier of the funnel used to filter the opportunities returned by the query.

Output

The output is a JSON array where each item represents an opportunity object retrieved from the Linqer CRM API filtered by the specified funnel and account. Each opportunity object typically includes fields such as title, description, value, contactId, funnelId, stageId, expectedCloseDate, channelId, sourceId, products, and customFields, depending on the data stored in the CRM.

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 API endpoints.
  • The base URL for the API is configured via the credential's apiUrl property.
  • Proper permissions and valid credentials are necessary to access the opportunities data.

Troubleshooting

  • Common Issues:

    • Invalid or missing API credentials will cause authentication failures.
    • Providing incorrect or non-existent Account ID or Funnel ID will result in empty results or errors.
    • Network connectivity issues can prevent successful API calls.

  • Error Messages:

    • "Operation "getByFunnel" not supported for opportunities": This indicates an internal error or misconfiguration; ensure the operation name is correctly set.
    • HTTP errors from the API (e.g., 401 Unauthorized, 404 Not Found) usually indicate credential problems or invalid parameters.

  • Resolutions:

    • Verify that the API key credential is correctly configured and has the required permissions.
    • Double-check the Account ID and Funnel ID values for correctness.
    • Ensure network access to the Linqer CRM API endpoint is available.

Links and References

Discussion