RD Station CRM Contatos icon

RD Station CRM Contatos

Operações com contatos no RD Station CRM

Actions4

Overview

This node integrates with RD Station CRM to manage contacts. Specifically, the "Atualizar" (Update) operation for the "Contato" (Contact) resource allows users to update existing contact records in their RD Station CRM account.

Typical use cases include:

  • Keeping contact information up-to-date automatically when changes occur in other systems.
  • Enriching contact data with additional details such as social profiles or custom fields.
  • Synchronizing contact updates from external databases or CRMs into RD Station CRM.

For example, you might use this node to update a contact’s job title, add new phone numbers, or modify legal bases for data processing compliance.

Properties

Name Meaning
ID do Contato The unique identifier of the contact to update (required).
Dados do Contato Collection of contact fields to update:
- Nome Contact's name (minimum 2 characters).
- Cargo Contact's job title.
- Aniversário Contact's birthday (format: yyyy-mm-dd).
- ID da Organização ID of the organization the contact belongs to.
- IDs das Negociações Comma-separated list of deal IDs associated with the contact (e.g., id1,id2,id3).
- Facebook Facebook profile URL or identifier.
- LinkedIn LinkedIn profile URL or identifier.
- Skype Skype username.
E-mails Multiple email entries, each with:
- E-mail Email address (required).
- Tipo Email type: Personal, Commercial, or Other.
- Principal Boolean flag to mark the email as primary.
Telefones Multiple phone entries, each with:
- Número Phone number (required).
- Tipo Phone type: Mobile, Home, Work, or Fax.
Campos Customizados Multiple custom fields, each with:
- ID do Campo Custom field identifier.
- Valor Value for the custom field.
Base Legal Multiple legal bases for data processing, each with:
- ID da Base Legal Identifier of the legal base.
- Categoria Category of the legal base.

Output

The node outputs the updated contact data as JSON. The structure corresponds to the RD Station CRM API response for a contact object, including all updated fields and metadata.

No binary data output is produced by this operation.

Example output snippet (simplified):

{
  "id": "contact_id",
  "name": "Updated Name",
  "title": "Updated Title",
  "birthday": "yyyy-mm-dd",
  "organization_id": "org_id",
  "deal_ids": ["id1", "id2"],
  "emails": [
    {
      "email": "example@example.com",
      "type": "work",
      "primary": true
    }
  ],
  "phones": [
    {
      "phone": "+5511999999999",
      "type": "mobile"
    }
  ],
  "contact_custom_fields": [
    {
      "custom_field_id": "field_id",
      "value": "Custom Value"
    }
  ],
  "legal_bases": [
    {
      "id": "legal_base_id",
      "category": "category_name"
    }
  ]
}

Dependencies

  • Requires an API key credential configured in n8n for authenticating with RD Station CRM.
  • The node makes HTTP requests to https://crm.rdstation.com/api/v1/contacts.
  • No additional external dependencies are required.

Troubleshooting

  • Missing Contact ID: The update operation requires the contact ID. If omitted, the node throws an error: "ID do contato é obrigatório!" Ensure the contact ID is provided.
  • Invalid Name Length: When updating the contact name, it must be at least 2 characters long; otherwise, an error is thrown.
  • API Authentication Errors: If the API key credential is invalid or missing, authentication errors will occur. Verify the credential configuration.
  • Malformed Dates: The birthday field must be a valid date string in yyyy-mm-dd format. Invalid dates may cause request failures.
  • Empty Collections: If collections like emails, phones, custom fields, or legal bases are empty or improperly formatted, they will be ignored but ensure correct structure to avoid unexpected behavior.

Links and References

Discussion