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RD Station CRM Funis

Consultar funis e etapas no RD Station CRM

Actions4

Overview

This node integrates with the RD Station CRM API to retrieve information about sales pipelines ("funis") and their stages ("etapas"). Specifically, for the Etapa (Stage) resource with the Listar (List) operation, it fetches all stages associated with a given pipeline ID. This is useful for workflows that need to analyze or manipulate the stages within a sales funnel, such as reporting on stage progress, automating stage transitions, or syncing stage data with other systems.

Practical examples:

  • Listing all stages of a specific sales pipeline to display in a dashboard.
  • Automating notifications or actions when deals enter certain stages.
  • Syncing stage metadata with external CRMs or marketing tools.

Properties

Name Meaning
ID do Funil The unique identifier of the sales pipeline whose stages you want to list.
Parâmetros de Listagem Collection of optional parameters to control the listing behavior:
- Limite: Maximum number of stages to return (default 50).
- Página: Page number of results to return (default 1).
- Ordenação: Field to order results by; options are "Nome" (name) or "Posição" (position).
- Direção da Ordenação: Direction of sorting; options are "Ascendente" (ascending) or "Descendente" (descending).

Output

The node outputs an array of JSON objects representing the stages retrieved from the RD Station CRM API. Each item corresponds to one stage and includes all its properties as returned by the API, such as stage name, position, and any other metadata.

If the API returns binary data (not applicable here), it would be included accordingly, but this node only handles JSON data for stages.

Example output snippet (simplified):

[
  {
    "id": "stage_123",
    "name": "Qualificação",
    "position": 1,
    "pipeline_id": "pipeline_456",
    ...
  },
  {
    "id": "stage_124",
    "name": "Proposta",
    "position": 2,
    "pipeline_id": "pipeline_456",
    ...
  }
]

Dependencies

  • Requires an API authentication credential for RD Station CRM (an API key or token configured in n8n).
  • Uses the RD Station CRM REST API endpoint at https://crm.rdstation.com/api/v1.
  • No additional external dependencies beyond the n8n environment and the configured credential.

Troubleshooting

  • Missing or invalid Pipeline ID:
    Error message: "É necessário fornecer um ID de funil válido para listar as etapas!"
    Resolution: Ensure the "ID do Funil" property is set and contains a valid pipeline ID string.

  • API request failures:
    Could be due to network issues, invalid credentials, or API limits. Check the configured API credential and network connectivity.

  • Empty results:
    If no stages are returned, verify that the pipeline ID exists and has stages defined in RD Station CRM.

  • Pagination issues:
    If expecting more results than returned, adjust the "Limite" and "Página" parameters accordingly.

Links and References

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