Perfex CRMInstall

Overview

This node integrates with the Perfex CRM API to manage leads. It supports various operations such as creating, retrieving, updating, deleting, searching, and listing leads within the CRM system. This node is useful for automating lead management workflows, syncing lead data between systems, or performing bulk lead operations.

For example, you can use this node to:

• Automatically delete a lead by its ID when it is no longer relevant.
• Retrieve detailed information about a specific lead.
• Update lead details based on new information collected from other sources.
• Search leads by keywords to find matching records.
• Create new leads from form submissions or marketing campaigns.

Properties

Note: For the "Excluir" (delete) operation on the "Lead" resource, only the "ID do Lead" property is required.

Output

The node outputs an array of JSON objects corresponding to each input item processed. Each output object contains the response data returned by the Perfex CRM API for the requested operation.

• For the delete operation, the output JSON typically includes confirmation of deletion or related status messages.
• For get, create, update, search, and getAll operations, the output JSON contains the lead data or list of leads as returned by the API.

The node does not output binary data.

Dependencies

• Requires an active connection to the Perfex CRM API.
• Needs an API authentication token credential configured in n8n to authorize requests.
• Uses HTTP methods (GET, POST, PUT, DELETE) to interact with the API endpoints.
• The base URL for the API and the API key are obtained from the configured credentials.

Troubleshooting

• Common issues:

  • Invalid or missing API key will cause authentication failures.
  • Providing an incorrect or non-existent lead ID will result in errors or empty responses.
  • Network connectivity problems may prevent successful API calls.
  • Insufficient permissions in the CRM account can block certain operations.

• Error messages:

  • Errors thrown by the node include the message from the API response.
  • If "Continue On Fail" is enabled, errors for individual items are returned in the output JSON under an error field.
  • To resolve errors, verify API credentials, ensure the lead ID exists, and check network access.

Links and References

• Perfex CRM API Documentation (Please replace with actual link if available)
• n8n Documentation on Creating Custom Nodes