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 Fatura (Invoice) resource, it supports operations including creating, updating, retrieving, listing, and deleting invoices.

The Deletar (Delete) operation for the Fatura resource enables users to delete an existing invoice by specifying its ID. This is useful in scenarios where invoices need to be removed due to errors, cancellations, or data cleanup.

Practical example:
If a user wants to automate the removal of outdated or incorrect invoices from their Perfex CRM, they can use this node configured with the "Fatura" resource and "Deletar" operation, providing the invoice ID to delete the specific invoice.


Properties

Name Meaning
ID da Fatura The unique identifier of the invoice to be deleted. Required for deletion.

Output

The output of the delete operation returns a JSON object representing the response from the Perfex CRM API after attempting to delete the specified invoice. Typically, this will include confirmation of deletion or details about the deleted invoice.

If an error occurs, the output will contain an error message describing the issue.

No binary data is output by this node.


Dependencies

  • Requires an active connection to the Perfex CRM API via the WON API.
  • Requires configuration of an API authentication token credential within n8n to authorize requests.
  • Uses the Axios HTTP client internally to make REST API calls.

Troubleshooting

Common Issues

  • Invalid or missing invoice ID: The node requires a valid invoice ID to delete. Omitting or providing an incorrect ID will cause failure.
  • Authentication errors: If the API token is invalid or missing, the node will throw an authentication error.
  • Resource not found: Attempting to delete a non-existent invoice ID will result in a "Resource not found" error.
  • Connection issues: Network problems or incorrect API URL configuration may cause connection errors.

Error Messages and Resolutions

Error Message Cause Resolution
"Erro de autenticação: Token inválido ou não fornecido" Invalid or missing API token Verify and update the API token credential.
"Recurso não encontrado" Invoice ID does not exist Confirm the invoice ID is correct and exists.
"Erro de conexão com o servidor" Network or server unreachable Check network connectivity and API URL config.
"Dados inválidos: ..." Invalid input data format Ensure the invoice ID is correctly formatted.

Links and References


This summary is based solely on static analysis of the provided source code and property definitions.

Discussion