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 and the Delete operation, the node deletes a lead record identified by its ID from the Perfex CRM.
Common scenarios where this node is beneficial include automating lead management workflows, cleaning up outdated or invalid leads, and integrating lead deletion into broader business processes like sales automation or data synchronization.
For example, you might use this node to automatically remove leads that have been marked as duplicates or disqualified in another system, ensuring your CRM stays clean and up-to-date.
Properties
| Name | Meaning |
|---|---|
| ID do Lead | The unique identifier of the lead to delete. This is a required string input. |
Output
The output JSON contains the response from the Perfex CRM API after attempting to delete the specified lead. Typically, this will be an object indicating success or failure of the deletion operation. The exact structure depends on the API's response but generally confirms whether the lead was successfully deleted.
No binary data output is produced by this operation.
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 correctly set in the node credentials for successful communication.
Troubleshooting
- Authentication Errors: If you receive an authentication error ("Token inválido ou não fornecido"), verify that the API token credential is correctly configured and has not expired.
- Resource Not Found: A "Recurso não encontrado" error indicates the lead ID does not exist. Double-check the lead ID input.
- Invalid Data: Although deletion requires only the lead ID, ensure the ID is valid and correctly formatted.
- Connection Issues: Errors related to server connection suggest network problems or incorrect API URL configuration.
- Unknown Operation: If the operation parameter is incorrect, the node throws an "Operação desconhecida" error.
To resolve these issues:
- Confirm credentials and API endpoint settings.
- Validate the lead ID exists in the CRM.
- Check network connectivity.
- Use the correct operation and resource names.
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 and the Delete operation as requested.