PerfexInstall

Overview

This node integrates with the Perfex API to manage customer data. Specifically, the "Delete Customer" operation allows users to remove a customer record from their Perfex CRM system by specifying the customer's unique ID. This is useful in scenarios where customers are no longer active or relevant and need to be cleaned up from the database.

Practical examples include:

• Automatically deleting customers who have unsubscribed or requested account removal.
• Cleaning up test or duplicate customer records during data maintenance workflows.

Properties

Output

The output JSON contains the response from the Perfex API after attempting to delete the specified customer. Typically, this will be an object indicating success or failure of the deletion request. The exact structure depends on the API's response but usually includes status information or confirmation.

No binary data output is produced by this operation.

Dependencies

• Requires an API key credential for authenticating with the Perfex API.
• The node expects the base URL of the Perfex instance to be configured in the credentials.
• Network access to the Perfex API endpoint is necessary.

Troubleshooting

• Common issues:

  • Invalid or missing Customer ID will cause the API to reject the request.
  • Incorrect or expired API credentials will result in authentication errors.
  • Network connectivity problems can prevent the node from reaching the API.

• Error messages:

  • Errors returned from the API (e.g., "Customer not found") will be passed through and should be checked.
  • Authentication failures typically indicate invalid API keys or permissions.

• Resolutions:

  • Verify that the Customer ID is correct and exists in the Perfex system.
  • Ensure the API key credential is valid and has sufficient permissions.
  • Check network connectivity and firewall settings.

Links and References

• Perfex CRM API Documentation (official API docs)
• n8n documentation on HTTP Request Node for understanding API calls in n8n