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 programmatically. Specifically, for the Projeto (Project) resource and the Atualizar (Update) operation, the node updates an existing project record in the Perfex CRM.

Typical use cases include automating project management workflows such as updating project details after receiving new information, syncing project data from other systems, or batch updating multiple projects based on external triggers.

For example, you might use this node to update a project's deadline and status after a client meeting or to adjust estimated hours and costs when project scope changes.

Properties

Name	Meaning
ID do Projeto	The unique identifier of the project to update.
Dados do Projeto	A collection of fields representing the project data to update. Includes:
	- Nome: Project name
	- ID do Cliente: Client ID associated with the project
	- Tipo de Faturamento: Billing type (number)
	- Status: Project status ID (number)
	- Data de Início: Project start date (dateTime)
	- Prazo: Project deadline (dateTime)
	- Descrição: Project description
	- Custo do Projeto: Project cost (number)
	- Taxa por Hora: Hourly rate for the project (number)
	- Horas Estimadas: Estimated hours for the project (number)
	- Membros: IDs of project members, provided as a comma-separated string (converted internally to an array of integers)

Output

The node outputs JSON data representing the updated project object as returned by the Perfex CRM API. This typically includes all project fields after the update, reflecting the current state of the project in the CRM.

No binary data output is produced by this node.

Example output snippet (simplified):

{
  "id": "123",
  "name": "Updated Project Name",
  "clientid": "456",
  "billing_type": 1,
  "status": 2,
  "start_date": "2024-01-01T00:00:00Z",
  "deadline": "2024-06-30T00:00:00Z",
  "description": "Updated description",
  "project_cost": 10000,
  "project_rate_per_hour": 50,
  "estimated_hours": 200,
  "members": [12, 34, 56]
}

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 Axios HTTP client internally to communicate with the API endpoint.
The base URL and API token must be set in the node credentials.

Troubleshooting

Authentication Errors: If you receive errors about invalid or missing tokens, verify that the API token credential is correctly configured and has sufficient permissions.
Resource Not Found (404): Ensure the project ID provided exists in the CRM; otherwise, the API will return a not found error.
Invalid Data (422): Check that all fields conform to expected formats, e.g., dates in ISO format, numeric fields as numbers, and member IDs as comma-separated integers.
Connection Issues: Network problems or incorrect base URL configuration can cause connection errors.
Members Field Format: The node expects member IDs as a comma-separated string but converts them internally to an integer array. Providing non-numeric values may cause errors.

Links and References

Perfex CRM Official Website
WON API Documentation (Assumed public API docs for WON API)
Axios HTTP Client

This summary focuses on the "Projeto" resource and the "Atualizar" operation as requested, describing how the node updates project records in Perfex CRM through the WON API.

Perfex CRMInstall