RD Station CRM Tarefas icon

RD Station CRM Tarefas

Operações com tarefas no RD Station CRM

Actions4

Overview

This node integrates with RD Station CRM to manage tasks related to deals. Specifically, the "Tarefa" (Task) resource with the "Criar" (Create) operation allows users to create new tasks linked to a specific deal in RD Station CRM.

Typical use cases include automating task creation when certain events happen in your sales or marketing workflows, such as scheduling follow-up calls, meetings, or reminders associated with deals. For example, after a lead reaches a certain stage, you can automatically create a task for a sales rep to call the client.

Properties

Name Meaning
ID do Negócio The ID of the deal to which the task is linked. This is mandatory to create a task.
Dados da Tarefa A collection of task details:
- Título Title or subject of the task. Mandatory for creation.
- Tipo Type of the task. Options: Ligação (call), E-mail (email), Visita (visit), Reunião (meeting), Tarefa (task), Almoço (lunch), WhatsApp (whatsapp). Mandatory for creation.
- Data de Vencimento Due date of the task in YYYY-MM-DD format.
- Horário Time of the task in HH:MM format.
- ID do Usuário Responsável ID of the user assigned to the task.
- Descrição Additional description or details about the task.
- Concluída Boolean indicating if the task is completed (only applicable for updates, not creation).

Output

The node outputs an array of JSON objects representing the created task(s) as returned by the RD Station CRM API. Each output item contains the full response body from the API, including all task details such as IDs, timestamps, and any other metadata provided by the service.

No binary data is produced by this node.

Dependencies

  • Requires an API key credential for RD Station CRM configured in n8n.
  • The node makes HTTP requests to https://crm.rdstation.com/api/v1/tasks.
  • Proper authentication setup in n8n is necessary to authorize these API calls.

Troubleshooting

  • Missing Required Fields:
    Errors will be thrown if mandatory fields like "ID do Negócio", "Título", or "Tipo" are missing during task creation. Ensure these are provided.

  • Invalid Task ID:
    When updating or retrieving tasks, providing an invalid or empty task ID will cause errors.

  • API Authentication Issues:
    If the API key or credentials are incorrect or expired, requests will fail. Verify the RD Station CRM API credentials in n8n.

  • Empty Update Data:
    Attempting to update a task without specifying any fields to change will result in an error.

  • Date and Time Format:
    Ensure that due dates follow the YYYY-MM-DD format and times follow HH:MM to avoid API rejections.

Links and References

Discussion