Actions30
Overview
This node integrates with the Perfex CRM system via the WON API, allowing users to manage various CRM resources such as clients, contacts, leads, projects, tasks, and invoices. Specifically, for the Contato (Contact) resource with the Criar (Create) operation, the node creates a new contact record in the Perfex CRM.
Typical use cases include automating the addition of new contacts into the CRM from other systems or workflows, such as capturing leads from a web form and creating corresponding contacts automatically. This helps maintain up-to-date contact information without manual data entry.
Example: Automatically create a new contact in Perfex CRM when a new user signs up on your website, including their name, email, phone number, and role.
Properties
| Name | Meaning |
|---|---|
| ID do Cliente | The client ID to which the contact belongs. |
| Nome | First name of the contact. |
| Sobrenome | Last name of the contact. |
| Email address of the contact. | |
| Telefone | Phone number of the contact. |
| Cargo | Job title or position of the contact. |
| É Primário | Boolean indicating if this contact is the primary contact. |
| Senha | Password for the contact to access the client portal. |
| Ativo | Boolean indicating if the contact is active. |
These properties are provided inside a collection named "Dados do Contato" (Contact Data) and are used as input fields when creating or updating a contact.
Output
The node outputs JSON data representing the newly created contact as returned by the Perfex CRM API. This typically includes all the contact details stored in the CRM, possibly including an assigned unique contact ID and any additional metadata returned by the API.
No binary data output is involved.
Dependencies
- Requires an API token credential for authenticating requests to the Perfex CRM WON API.
- Uses Axios HTTP client internally to perform REST API calls.
- The base URL and API token must be configured in the node credentials.
- The node expects the Perfex CRM instance to expose the WON API endpoints.
Troubleshooting
- Invalid Email Error: If the email format is invalid, the node throws an error "Email inválido". Ensure the email field contains a valid email address.
- Authentication Errors: Errors like "Erro de autenticação: Token inválido ou não fornecido" indicate issues with the API token. Verify that the API token credential is correctly set and has proper permissions.
- Connection Issues: "Erro de conexão com o servidor" suggests network problems or incorrect API URL configuration.
- Validation Errors: The API may return errors about invalid or missing required fields; ensure all mandatory fields are correctly filled.
- Unknown Operation or Resource: If the node is misconfigured with unsupported operations or resources, it will throw errors indicating unknown operations or resources.
To resolve these, check the input parameters, validate email formats, confirm API credentials, and verify network connectivity.
Links and References
- Perfex CRM Official Website
- WON API Documentation (if available) (Replace with actual link if known)
- Axios HTTP Client
This summary focuses on the "Contato" resource with the "Criar" operation as requested.