Perfex

Consume Perfex API
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Overview

This node integrates with the Perfex API to manage Leads, Customers, and Contacts. Specifically for the Lead - Create operation, it allows users to create a new lead in the Perfex system by providing essential information such as company name, lead name, and email, along with optional additional details.

Common scenarios where this node is beneficial include:

  • Automating lead capture from web forms or CRM systems into Perfex.
  • Integrating marketing platforms to funnel leads directly into Perfex for sales follow-up.
  • Synchronizing lead data between different business tools and Perfex.

For example, when a new lead fills out a contact form on your website, this node can automatically create that lead in Perfex with their company, name, email, and optionally phone number, position, and website.

Properties

Name Meaning
Company The company name of the lead (required).
Name The full name of the lead (required).
Email The email address of the lead (required).
Additional Fields Optional extra fields to provide more lead details:
- Phone The phone number of the lead.
- Position The job position or title of the lead.
- Website The website associated with the lead or their company.

Output

The node outputs JSON data representing the newly created lead as returned by the Perfex API. This typically includes all lead details stored in Perfex, such as the assigned lead ID, company, name, email, and any additional fields provided.

If multiple leads were processed (in batch mode), the output will be an array of such JSON objects.

The node does not output binary data.

Dependencies

  • Requires an active connection to the Perfex API.
  • Needs an API authentication token configured in n8n credentials to authorize requests.
  • The base URL for the Perfex instance must be set in the credential configuration.

Troubleshooting

  • Authentication errors: Ensure the API key/token and base URL are correctly configured in the node credentials.
  • Validation errors: Required fields (Company, Name, Email) must be provided; missing these will cause the API to reject the request.
  • API connectivity issues: Verify network access to the Perfex API endpoint.
  • Error handling: If the node encounters an error during execution, it can either stop or continue based on the "Continue On Fail" setting. Errors are returned with messages and stack traces for debugging.

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