Perfex CRM

Interagir com o Perfex CRM via WON API

Actions30

Overview

This node integrates with the Perfex CRM system via the WON API, allowing users to perform various operations on different resources such as clients, contacts, leads, projects, tasks, and invoices. Specifically, for the Cliente (Client) resource and the Deletar (Delete) operation, the node deletes a client record identified by its unique client ID.

Typical use cases include automating client management workflows where you need to remove client records from Perfex CRM based on certain triggers or conditions in your automation. For example, when a client is marked as inactive in another system, this node can be used to delete that client from Perfex CRM automatically.

Properties

Name	Meaning
ID do Cliente	The unique identifier of the client to delete. This is a required string input.

Output

The output JSON contains the response data returned by the Perfex CRM API after attempting to delete the specified client. Typically, this will confirm whether the deletion was successful or provide details about the deleted client.

No binary data output is produced by this operation.

Example output structure (simplified):

{
  "success": true,
  "message": "Client deleted successfully",
  "data": {
    "id": "123",
    "company": "Example Company"
  }
}

(Note: Actual fields depend on the API response.)

Dependencies

Requires an active connection to the Perfex CRM API via the WON API.
Requires configuration of an API token credential for authentication.
Uses Axios HTTP client internally to make REST API calls.
The base URL and API token must be provided through node credentials.

Troubleshooting

Authentication Errors: If you receive an error indicating invalid or missing token, verify that the API token credential is correctly configured and has sufficient permissions.
Resource Not Found (404): Occurs if the client ID does not exist. Double-check the client ID value.
Invalid Data (422): Usually related to malformed input; ensure the client ID is a valid string.
Connection Issues: Network problems or incorrect base URL can cause connection errors. Verify network connectivity and API endpoint URL.
Unhandled Operation: If an unknown operation is specified, the node throws an error indicating an unknown operation.

Links and References

Perfex CRM Official Website
WON API Documentation (if publicly available)
Axios HTTP Client

This summary focuses on the "Cliente" resource and the "Deletar" operation as requested.

Perfex CRMInstall