Actions5
- Negociação Actions
Overview
This node integrates with RD Station CRM to manage sales deals ("Negociações"). It supports operations such as creating, updating, retrieving, and listing deals, as well as managing contacts associated with deals. The "Criar" (Create) operation allows users to create a new deal with detailed information including custom fields, sources, campaigns, organizations, contacts, and products.
Typical use cases include automating the creation of sales opportunities in RD Station CRM from other systems or workflows, enriching deals with related contacts and products, and integrating deal data into broader sales automation pipelines.
Example: Automatically create a new deal when a lead reaches a certain stage in your marketing funnel, associating relevant contacts and products to streamline sales follow-up.
Properties
| Name | Meaning |
|---|---|
| Nome da Negociação | Name of the deal. Required field with a minimum of 2 characters. |
| Dados da Negociação | Collection of optional deal details: - Nome (name): Deal name (for update operation). - ID da Etapa (deal_stage_id): Funnel stage ID. - ID do Usuário (user_id): Responsible user ID; defaults to token owner if omitted. - Avaliação (rating): Numeric rating of the deal. - Data de Previsão (prediction_date): Expected closing date (yyyy-mm-dd). - Status (win): Deal status — Ganha (won), Perdida (lost), Em Aberto (open). - Pausada (hold): Whether the deal is paused. - ID do Motivo de Perda (deal_lost_reason_id): Reason for loss ID. - Nota de Perda (deal_lost_note): Note explaining loss. - ID da Organização (organization_id): Organization ID (update only). |
| Campos Customizados | Multiple custom fields can be added, each with: - ID do Campo (custom_field_id): Custom field ID. - Valor (value): Value for the custom field. |
| Fonte | Source of the deal: - ID da Fonte (_id): Source ID. |
| Campanha | Campaign associated with the deal: - ID da Campanha (_id): Campaign ID. |
| Empresa | Organization associated with the deal: - ID da Empresa (_id): Organization ID. |
| Novos Contatos | Create new contacts and associate them with the deal. Each contact can have: - Nome (name): Contact name (required). - Título/Cargo (title): Job title. - Aniversário (birthday): Birthday. - E-mails: Multiple emails with type (personal, work, other) and primary flag. - Telefones: Multiple phone numbers with type. - Facebook, LinkedIn, Skype: Social profiles. |
| Contatos Existentes | Associate existing contacts by their IDs: - ID (id): Contact ID. |
| Produtos | Add products to the deal. Each product includes: - Nome (name): Product name (required). - Descrição (description): Description. - Quantidade (amount): Quantity. - Preço Base (base_price): Base price. - Preço (price): Final price. - Tipo de Desconto (discount_type): Discount type. - Total (total): Total value. - Recorrência (recurrence): Recurrence type. |
Output
The node outputs JSON data representing the response from the RD Station CRM API after performing the requested operation. For the "Criar" operation, this typically includes the created deal's details such as its ID, name, status, associated contacts, products, and other metadata returned by the API.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for RD Station CRM configured in n8n.
- Uses the RD Station CRM REST API endpoint at
https://crm.rdstation.com/api/v1. - The node relies on authenticated HTTP requests to interact with the RD Station CRM API.
Troubleshooting
- Missing Required Fields: Errors occur if mandatory fields like "Nome da Negociação" are missing or too short (less than 2 characters). Ensure these fields are correctly filled.
- Invalid IDs: Providing invalid or non-existent IDs for stages, users, organizations, contacts, campaigns, or products may cause API errors.
- Authentication Issues: If the API key credential is invalid or expired, requests will fail. Verify and update credentials as needed.
- API Rate Limits: Excessive requests might be throttled by RD Station CRM. Implement error handling and retries if necessary.
- Network Errors: Connectivity issues can cause request failures. Check network settings and API availability.
Common error messages usually indicate which required parameter is missing or invalid, helping to quickly identify input mistakes.