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 → Nova Negociacao
AI-generatedOverview
This node interacts with the Voalle API to create a new sales negotiation (Nova Negociacao) within the CRM Voalle resource. It is useful for automating the process of starting a new sale by submitting detailed client, contract, activation, and service product information to the Voalle CRM system. Practical examples include initiating sales transactions with specific contract types, payment details, and service configurations directly from an automation workflow.
Use Case Examples
- Starting a new sales negotiation by providing client details, contract type, and associated services.
- Automating contract activation and payment setup for a new customer sale in the Voalle CRM system.
Properties
| Name | Meaning |
|---|---|
| CPF/CNPJ | Unique identifier for the client (tax ID) required to start the sale. |
| CNPJ Do Local De Venda | Identifier for the company place where the sale is made, required for the sale. |
| CPF Do Vendedor Terceiro | Optional tax ID of a third-party seller involved in the sale. |
| CPF Do Vendedor Responsavel | Optional tax ID of the responsible seller for the sale. |
| Codigo Da Equipe | Optional code representing the sales team involved. |
| Tipo De Contrato | Code of the contract type, required and selectable from a list or entered as an ID. |
| Dados Do Contrato | Collection of contract-related details such as payment form code, billing type, billing cycle, and due date. |
| Dados De Ativacao | Collection of activation details including request type, grouping in monthly fee, first installment date, payment form, billing type, and payment condition codes. |
| Servicos | Multiple service product items with details like service code, quantity, amount, price, payment form, tagging options, phone group ID, and phone number information in JSON format. |
| Dados Do Cliente | Collection of client personal and contact information including name, tax ID type, phone numbers, email, birth date, gender, civil status, identity, parental name, state and municipal registrations, address details, and residence type code. |
| Codigo Da Consulta De Viabilidade | Optional code for viability consultation related to the sale. |
Output
JSON
json- Response data from the Voalle API after creating the new sales negotiation.
Dependencies
- Voalle API authentication credentials
Troubleshooting
- Operation not implemented error if the specified operation is not supported by the node. Ensure the operation name is correct and supported.
- API request errors due to invalid or missing required parameters such as CPF/CNPJ or contract type. Verify all required fields are correctly filled.
- Authentication errors if the Voalle API credentials are incorrect or missing. Check and update the API credentials in the node configuration.