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Integração com RD Station CRM API v2 - API v2 completa

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Summary

Updates an existing RD Station CRM task by ID via a PUT to /crm/v2/tasks/{id}, sending only the task fields you fill in. It can optionally append text to the existing description instead of overwriting it.

Inputs

  • taskId (required) — ID of the task to update.
  • taskFields — Collection of fields to change. Only fields you add and that are non-empty are sent. Options: description, type (call, email, meeting, task, lunch, visit, whatsapp), status (open, completed, canceled), due_date (sent as ISO datetime), deal_id, created_by_id (user), owner_ids (multiple users).
  • updateMode — Replace (default) overwrites the fields. Append first fetches the current task, then concatenates the new value onto the existing one for text fields. For tasks, only description is a text field that gets merged.
  • appendSeparator — Shown only in Append mode. Separator placed between the existing and new text (default " | ").

Output shape

The updated task record as returned by the API (the response's data object), one output item per input item.

Append mode skips the merge if the existing text already contains the separator plus the new value. If no fields are supplied, an empty data object is sent. Append mode makes an extra GET request, and only when at least one field is set. With Continue On Fail enabled, failed items return { error: message }; otherwise the node throws a NodeApiError.

Examples

Example 1: Mark a task as completed

taskId = {{$json.id}}; taskFields: status = Concluída; updateMode = Replace.

Example 2: Add a follow-up note to a task description without losing the old text

taskId set; taskFields: description = "Client confirmed by phone"; updateMode = Append; appendSeparator = " | ".

Example 3: Reschedule and reassign a task

taskId set; taskFields: due_date = new date, owner_ids = selected users; updateMode = Replace.

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