Perfex CRM (Won API)

Interact with Perfex CRM via the Won API module
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Overview

This node allows interaction with Perfex CRM's generic tables via the Won API module. Specifically, the Update Record operation updates an existing record in any specified table within Perfex CRM by providing the record ID and the new data as a JSON object.

Common scenarios where this node is useful include:

  • Updating client information such as contact details or company name.
  • Modifying invoice records with new status or payment details.
  • Changing staff member information like roles or permissions.

Practical example: You have a workflow that triggers when a customer updates their profile on your website. This node can update the corresponding client record in Perfex CRM with the new phone number and address.

Properties

Name Meaning
Table Name The name of the target table in Perfex CRM (e.g., clients, invoices, staff). Do not include the tbl prefix.
Record ID The unique identifier of the record to update. This is required for the update operation.
Data (JSON) A JSON object containing the fields and values to update in the record. For example: 
{
  "company": "New Client Inc.",
  "phonenumber": "1234567890"
}

Output

The node outputs an array of JSON objects representing the updated record(s) returned from the API after the update operation. Each item corresponds to one record and contains all fields as stored in Perfex CRM post-update.

If multiple input items are processed, the output will be a concatenated array of all results.

No binary data output is produced by this node.

Dependencies

  • Requires an active connection to a Perfex CRM instance with access to the Won API module.
  • Needs an API authentication token credential configured in n8n to authorize requests.
  • The base URL of the Perfex CRM instance must be provided in the credentials.

Troubleshooting

  • Missing Record ID error: When performing an update operation, if the Record ID is not provided, the node throws an error stating "Record ID is required for update operation." Ensure you specify the correct record ID.
  • Invalid JSON in Data property: If the JSON object for the data to update is malformed, the node may fail. Validate your JSON syntax before running.
  • API authentication errors: If the API token or URL is incorrect or expired, the node will fail to connect. Verify credentials and endpoint configuration.
  • Table name issues: Using an incorrect or non-existent table name will cause the API request to fail. Confirm the exact table name without the tbl prefix.

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