Perfex CRM

Interagir com o Perfex CRM via WON API

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 Contato (Contact) resource, it supports operations including creating, updating, retrieving, listing, and deleting contacts.

The Deletar (Delete) operation for the Contact resource enables users to remove a contact from the Perfex CRM by specifying its unique ID. This is useful in scenarios where contacts are no longer relevant or need to be cleaned up from the CRM database.

Practical example:
If you have an automated workflow that processes customer data and identifies obsolete or duplicate contacts, you can use this node’s delete operation to automatically remove those contacts from your CRM, keeping your contact list clean and up-to-date.


Properties

Name Meaning
ID do Contato The unique identifier of the contact to delete. Required for deletion.

Output

  • The output JSON contains the response from the Perfex CRM API after attempting to delete the specified contact.
  • Typically, this will include confirmation of deletion or details about the deleted contact.
  • If an error occurs, the output may contain an error message describing the issue.
  • The node does not output binary data.

Example output JSON snippet after successful deletion might look like:

{
  "success": true,
  "message": "Contact deleted successfully"
}

Or in case of failure:

{
  "error": "Recurso não encontrado"
}

Dependencies

  • Requires an active connection to the Perfex CRM via the WON API.
  • Needs an API token credential configured in n8n to authenticate requests.
  • Uses the Axios HTTP client internally to make REST API calls.
  • The base URL and API token must be provided through the node credentials configuration.

Troubleshooting

Common Issues

  • Invalid or missing API token:
    Error message: "Erro de autenticação: Token inválido ou não fornecido"
    Resolution: Verify that the API token credential is correctly set up and valid.

  • Contact ID not found:
    Error message: "Recurso não encontrado"
    Resolution: Confirm that the contact ID exists in the CRM before attempting deletion.

  • Connection errors:
    Error message: "Erro de conexão com o servidor"
    Resolution: Check network connectivity and ensure the Perfex CRM API endpoint is reachable.

  • Unknown operation or resource:
    Error message: "Operação desconhecida: ..." or "Recurso desconhecido: ..."
    Resolution: Ensure the correct resource ("contact") and operation ("delete") are selected.

Validation Errors

  • The node validates email formats when creating or updating contacts but not specifically for deletion.
  • If invalid input is provided elsewhere, the node throws descriptive errors indicating the problem.

Links and References


This summary focuses on the Contato (Contact) - Deletar (Delete) operation as requested, based on static analysis of the provided source code and property definitions.

Discussion