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RD Station CRM Funis

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Overview

This node integrates with RD Station CRM to retrieve information about sales pipelines ("funis") and their stages. Specifically, the "Funil" resource with the "Obter" operation allows users to fetch detailed data about a single sales pipeline by its ID.

Common scenarios for this node include:

  • Fetching details of a specific sales pipeline to analyze its configuration or status.
  • Integrating pipeline data into workflows for reporting or automation purposes.
  • Synchronizing pipeline information from RD Station CRM into other systems.

For example, a user might provide the ID of a pipeline to get its name, status, creation date, and other metadata, which can then be used downstream in an automation workflow.

Properties

Name Meaning
ID do Funil The unique identifier of the sales pipeline to retrieve. This is required to specify which pipeline's details to obtain.

Output

The node outputs JSON data representing the requested sales pipeline object as returned by the RD Station CRM API. This typically includes fields such as pipeline ID, name, status, creation date, and possibly other metadata describing the pipeline.

The output structure is:

{
  "id": "string",
  "name": "string",
  "status": "active" | "inactive",
  "created_at": "string (ISO8601 datetime)",
  ...
}

(Note: The exact fields depend on the RD Station CRM API response.)

No binary data is produced by this node.

Dependencies

  • Requires an API key credential for RD Station CRM configured in n8n to authenticate requests.
  • Uses the RD Station CRM REST API endpoint at https://crm.rdstation.com/api/v1.
  • The node depends on network connectivity to RD Station CRM services.

Troubleshooting

  • Missing or invalid pipeline ID: If the "ID do Funil" property is empty or invalid, the node throws an error indicating that a valid pipeline ID must be provided.
  • Authentication errors: Ensure the API key credential is correctly set up and has sufficient permissions to access pipeline data.
  • Network issues: Connectivity problems or API downtime may cause request failures.
  • API rate limits: Excessive requests may be throttled by RD Station CRM; handle such errors accordingly.

To resolve errors:

  • Verify the pipeline ID is correct and exists in RD Station CRM.
  • Check and update the API authentication credentials.
  • Review network settings and retry after some time if rate limited.

Links and References

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