Actions64
- CRM Voalle Actions
- Financeiro Actions
- ISP | Telecom Actions
- Service Desk Actions
- Buscar Detalhes Da Solicitacao
- Buscar Relatos Por Solicitacao
- Listar Solicitacoes Por Cliente
- Listar Tipos De Solicitacao
- Buscar Tipo De Solicitacao
- Listar SLAs Por Tipo De Solicitacao
- Listar Etiquetas E Catalogo Por Cliente
- Listar Etiquetas Por Cliente
- Listar Catalogos De Servico
- Listar Itens Do Catalogo
- Listar Subitens Do Item
- Buscar Anexos Da Solicitacao
- Consultar Agendamentos Do FSM
- Listar Produtos Alocados
- Alocar Produto
- Efetivar Produtos
- Alocar Patrimonios
- Efetivar Patrimonios
- Retornar Patrimonio
- Listar Equipes Para Encaminhamento
- Listar Status Para Encaminhamento
- Listar Motivos Para Encaminhamento
- Encaminhar Solicitacao
- Abrir Solicitacao Externa Detalhada
- Abrir Solicitacao Interna Detalhada
- Abrir Solicitacao Simplificada
- Abrir Solicitacao CRM
- Abrir Solicitacao Para Ponto De Acesso
- Realizar Manutencao Em Solicitacao
- Encerrar Solicitacao Para Ponto De Acesso
- Abrir Solicitacao Para Cliente
- Encerrar Solicitacao Para Cliente
- Adicionar Apontamento Em Solicitacao
- Adicionar Relato E Alterar Status
- Enviar Anexo Em Solicitacao
- Baixar Anexo Da Solicitacao
- Suite Actions
CRM Voalle → Criar Lead
AI-generatedOverview
This node interacts with the Voalle API to create a new lead in the CRM system. It is designed to facilitate the integration of lead data from external sources into the Voalle ERP system, automating the process of lead creation. Common scenarios include syncing leads from marketing platforms, capturing lead information from web forms, or integrating with other business systems to maintain a centralized CRM database.
Use Case Examples
- Creating a lead with mandatory fields such as origin code, integration code, integrator alias, and lead name.
- Optionally providing detailed personal data like birth date, civil status, gender, and additional names.
- Including contact information such as phone numbers, email, WhatsApp, and Telegram status.
- Specifying address details including postal code, street, city, state, and country for accurate lead location data.
Properties
| Name | Meaning |
|---|---|
| Código Da Origem | Mandatory origin code of the contact registered in the ERP, used to identify the source of the lead. |
| Código Da Integração | Mandatory reference code of the lead in the integrating company, used for unique identification. |
| Alias do Integrador | Mandatory alias of the integrator registered in the ERP, identifying the system or user integrating the lead. |
| Nome | Name of the lead, either the person's name for individuals or the company name for legal entities. |
| CPF/CNPJ | Tax identification number of the lead, either CPF for individuals or CNPJ for companies. |
| Dados Pessoais (Opcional) | Optional personal data including birth date, civil status, gender, secondary name, mother's name, identity document, and lead type (individual or company). |
| Contato (Opcional) | Optional contact information including cell phone, email, phone, Telegram and WhatsApp status, and website. |
| Endereço (Opcional) | Optional address details including postal code, street, street type, number, neighborhood, complement, reference, IBGE city code, city, state, and country. |
| Dados De Integração (Opcional) | Optional integration data including team and seller codes for assigning responsibility within the ERP. |
Output
JSON
json- The JSON response from the Voalle API containing the result of the lead creation request.
Dependencies
- Voalle API authentication credentials
Troubleshooting
- Ensure all mandatory fields (Código Da Origem, Código Da Integração, Alias do Integrador, Nome) are provided to avoid validation errors.
- Verify the format of CPF/CNPJ and contact details to match expected patterns.
- Check API credentials and base URL configuration to prevent authentication or connection errors.
- Handle API error responses gracefully by inspecting the returned JSON for error messages and codes.