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RD Station CRM

Integração com RD Station CRM API v2 - API v2 completa

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Summary

Updates an existing organization (company) in RD Station CRM v2 by ID, sending only the fields you set via a PUT request. It can overwrite values or append text to the existing ones.

Inputs

  • organizationId (required) — ID of the organization to update. It is used in the URL: PUT /crm/v2/organizations/{id}.
  • organizationFields — Collection of optional fields to change: Nome (name), Descrição (description), Website (url), Endereço (address_line, sent as address.line), and Responsável (owner_id, chosen from the users list). Empty values are dropped and not sent.
  • customFields — Repeatable pairs of custom field (organization custom fields, selected by slug/identifier) and a string value. They are sent as custom_fields {slug: value}.
  • updateMode — 'Substituir (padrão)' (replace, the default) overwrites fields. 'Adicionar ao existente' (append) first GETs the current record and concatenates the new text onto the existing text.
  • appendSeparator — Shown only in append mode. Separator placed between the existing and new value (default ' | ').

Output shape

One item per input item, containing the updated organization record from the API (the response's data object).

In append mode, only name, description and string custom fields are concatenated. Other fields, such as url, address and owner_id, are still overwritten. A value is not appended if the existing text already contains separator+new value. Append only applies when the current value is a non-empty string. If no fields are provided, an empty data object is PUT. With 'Continue on Fail' enabled, failures return an item with json.error.

Examples

Example 1: Change a company's website and owner

organizationId = {{$json.id}}; organizationFields: Website = https://example.com, Responsável = a chosen user; updateMode = replace.

Example 2: Append a note to a company's description

organizationId set; organizationFields: Descrição = 'Renewal discussed'; updateMode = append; appendSeparator = ' | '.

Example 3: Set a custom field such as CNPJ

organizationId set; customFields: add Campo = cnpj, Valor = 12.345.678/0001-90.

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