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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 proposals related to sales opportunities. Specifically, the "Upload" operation under the "Propostas" (Proposals) resource allows users to upload a proposal file associated with a given opportunity ID. This is useful for automating the process of attaching proposal documents directly into the CRM system from workflows.

Common scenarios include:

  • Automatically uploading generated proposal PDFs or documents after an opportunity reaches a certain stage.
  • Centralizing proposal files in the CRM linked to their respective sales opportunities.
  • Streamlining document management by integrating external file sources or binary data into Linqer CRM proposals.

Example: After preparing a proposal document in a previous workflow step, this node uploads that file to the Linqer CRM and associates it with the specified opportunity.

Properties

Name Meaning
ID da Oportunidade The unique identifier of the opportunity to which the proposal will be linked.
Arquivo The proposal file content or reference to upload. Can be raw data or a file path string.
Nome do Arquivo Optional name for the uploaded proposal file. If not provided, a default name is used.

Output

The node outputs JSON data representing the response from the Linqer CRM API after attempting the upload. This typically includes metadata about the uploaded proposal such as its ID, filename, URL, or status confirmation.

If the input file is provided as binary data, the node reads the binary buffer and uploads it accordingly. The output JSON reflects the success or failure of the upload operation.

Dependencies

  • Requires an API key credential for authenticating with the Linqer CRM API.
  • The node expects the Linqer CRM API base URL and authentication token configured in the n8n credentials.
  • For binary file uploads, the input data must contain binary property named "data" holding the file content.

Troubleshooting

  • File Not Uploaded / Empty File Error: Ensure the binary data property "data" exists and contains valid file content if uploading binary data. Otherwise, provide a valid file path or string reference.
  • Authentication Errors: Verify that the API key credential is correctly set up and has permissions to upload proposals.
  • Invalid Opportunity ID: Confirm that the ID da Oportunidade corresponds to an existing opportunity in Linqer CRM.
  • API Endpoint Issues: The upload URL uses /v1/proporsal/public/upload (note the spelling "proporsal" in the code). If the API endpoint changes or is misspelled, uploads will fail. Check the API documentation or update the node accordingly.

Links and References

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