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 Fatura (Invoice) resource with the Obter (Get) operation, the node retrieves detailed information about a specific invoice by its ID.
Typical use cases include:
- Fetching invoice details to automate billing workflows.
- Integrating invoice data into other systems for reporting or accounting.
- Validating invoice existence before processing payments or sending reminders.
Example: You can use this node to get an invoice by its ID and then use the retrieved data to generate a PDF, send it via email, or update your financial records automatically.
Properties
| Name | Meaning |
|---|---|
| ID da Fatura | The unique identifier of the invoice to retrieve. This is a required string property. |
Output
The node outputs a JSON object representing the invoice data returned from the Perfex CRM API. This includes all invoice fields as stored in the system, such as client ID, invoice number, dates, currency, totals, status, project association, and line items.
If the invoice is not found or an error occurs, the node throws an error unless configured to continue on failure, in which case the output will contain an error message.
The node does not output binary data.
Dependencies
- Requires an active connection to the Perfex CRM API via the WON API endpoint.
- Needs an API token credential configured in n8n to authenticate requests.
- Uses Axios HTTP client internally to make REST API calls.
- The base URL and API token must be set correctly in the node credentials.
Troubleshooting
- Authentication errors: If you receive "Erro de autenticação: Token inválido ou não fornecido", verify that the API token credential is correct and has sufficient permissions.
- Resource not found: "Recurso não encontrado" indicates the invoice ID does not exist. Double-check the invoice ID input.
- Invalid data format: Errors like "Dados inválidos" may occur if input data formats are incorrect (not applicable for 'get' but relevant for create/update).
- Connection issues: "Erro de conexão com o servidor" suggests network problems or wrong API URL.
- Ensure the invoice ID is provided and valid; it is a required field for the get operation.
- Use the "Continue On Fail" option to handle errors gracefully in workflows.
Links and References
- Perfex CRM Official Website
- WON API Documentation (Assumed based on API path)
- Axios GitHub Repository
- n8n Documentation - Creating Custom Nodes
Note: All internal credential names and sensitive identifiers have been generalized to comply with best practices.