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 manage various CRM resources such as clients, contacts, leads, projects, tasks, and invoices. Specifically, for the Lead resource with the Create operation, the node enables creating a new lead record in the Perfex CRM.

Typical use cases include automating lead creation from external sources like web forms, marketing platforms, or other CRMs, helping sales teams quickly capture and organize potential customer information. For example, when a new contact fills out a form on a website, this node can automatically create a lead in Perfex CRM with the provided details.

Properties

Name	Meaning
Dados do Lead	A collection of fields describing the lead to be created, including:
- Nome	Name of the lead
- Fonte	ID of the lead source
- Status	ID of the lead status
- Responsável	ID of the user responsible for the lead
- Email	Email address of the lead (validated for proper email format)
- Telefone	Phone number of the lead
- Empresa	Company name associated with the lead
- Endereço	Address of the lead
- Cidade	City of the lead
- Estado	State of the lead
- País	Country of the lead
- CEP	Postal code (ZIP) of the lead
- Descrição	Description or notes about the lead

Output

The node outputs JSON data representing the newly created lead as returned by the Perfex CRM API. This typically includes all the lead's stored properties along with any additional metadata assigned by the CRM system (such as unique IDs).

No binary data output is produced by this node.

Example output snippet (simplified):

{
  "id": 123,
  "name": "John Doe",
  "email": "john.doe@example.com",
  "status": 1,
  "source": 2,
  "assigned": 5,
  "company": "Example Inc.",
  "city": "São Paulo",
  "country": "Brazil",
  "description": "Interested in product X"
}

Dependencies

Requires an API token credential for authenticating with the Perfex CRM WON API.
The node uses Axios HTTP client internally to communicate with the API endpoint.
The base URL and API token must be configured in the node credentials.
The API expects JSON payloads and returns JSON responses.

Troubleshooting

Invalid Email Error: If the email field is provided but does not match a valid email format, the node throws an error "Email inválido". Ensure emails are correctly formatted.
Authentication Errors: If the API token is missing or invalid, errors like "Erro de autenticação: Token inválido ou não fornecido" will occur. Verify that the API token credential is correctly set up.
Resource Not Found: If the API endpoint is incorrect or the resource does not exist, you may see "Recurso não encontrado".
Invalid Data: If required fields are missing or contain invalid values, the node may throw "Dados inválidos" errors with details from the API.
Connection Issues: Network problems result in "Erro de conexão com o servidor". Check network connectivity and API availability.
Unknown Operation: If an unsupported operation is specified, the node throws "Operação desconhecida".

To resolve these issues, verify input data correctness, credential configuration, and API availability.

Links and References

Perfex CRM Official Website
WON API Documentation (if available) (Note: Replace with actual API docs if accessible)
Axios HTTP Client

This summary focuses on the "Lead" resource with the "Create" operation as requested.

Perfex CRMInstall