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Cubo CRM

Integrate with Cubo Suite CRM API

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Overview

This node integrates with the Cubo Suite CRM API to update an existing deal. It allows users to modify various attributes of a deal such as its title, pipeline stage, price, responsible user, rating, associated products, and custom fields. This operation is useful in scenarios where deal information needs to be kept current, for example, updating deal status after negotiations or adjusting product quantities and prices.

Practical examples include:

  • Updating the stage of a sales deal as it progresses through the sales pipeline.
  • Changing the assigned user responsible for managing the deal.
  • Modifying product details linked to the deal, such as quantity or status.
  • Adding or updating custom fields to capture additional deal-specific data.

Properties

Name Meaning
Deal ID ID of the deal to update (required)
Title Title of the deal
Pipe ID ID of the pipeline
Price Price of the deal
User ID ID of the user responsible for the deal
Stage ID ID of the stage in the pipeline
Rating Rating of the deal
Products Collection of products associated with the deal. Each product includes:
- Product ID: ID of the product
- Quantity: Quantity of the product
- Price: Price of the product
- Status: Status of the product in the deal; options are "Active" or "Deactivated"
Custom Fields Collection of custom fields to add or update. Each custom field includes:
- Custom Field ID: ID of the custom field (required)
- Value: Value of the custom field

Output

The node outputs JSON data representing the updated deal object returned by the Cubo Suite CRM API. This typically includes all the updated properties of the deal such as its ID, title, pipeline information, pricing, user assignment, stage, rating, associated products, and any custom fields.

If the API supports binary data related to deals (e.g., attachments), this node does not explicitly handle binary output based on the provided code and properties.

Dependencies

  • Requires an API key credential for authenticating with the Cubo Suite CRM API.
  • The base URL for API requests is https://api.cubosuite.com.br.
  • Proper configuration of the API credential within n8n is necessary for successful communication.

Troubleshooting

  • Common issues:

    • Invalid or missing Deal ID will cause the update to fail.
    • Providing invalid pipeline, stage, or user IDs that do not exist in the CRM may result in errors.
    • Incorrectly formatted product or custom field data can cause the API to reject the request.
    • Network or authentication errors if the API key is invalid or expired.
  • Error messages:

    • "Deal not found" indicates the specified Deal ID does not exist.
    • "Unauthorized" or "Authentication failed" suggests issues with the API key credential.
    • Validation errors from the API about required fields or invalid values should be resolved by verifying input data correctness.

Links and References

Discussion