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 Criar (Create) operation, the node enables creating new project records in the Perfex CRM.

Typical use cases include automating project creation workflows when new projects are initiated in other systems, syncing project data from external tools into Perfex CRM, or bulk-creating projects based on input data streams.

For example, a user could automate the creation of projects with details such as project name, client association, billing type, status, start date, deadline, description, cost, hourly rate, estimated hours, and assigned members, directly from an n8n workflow.

Properties

Name	Meaning
Dados do Projeto	Collection of fields describing the project to create:
- Nome	Project name
- ID do Cliente	Client ID to which the project belongs
- Tipo de Faturamento	Billing type of the project (number)
- Status	Project status ID (number)
- Data de Início	Project start date and time
- Prazo	Project deadline date and time
- Descrição	Description of the project
- 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 array of integers

Output

The node outputs JSON data representing the newly created project record as returned by the Perfex CRM API. This typically includes all project details stored in the CRM after creation, such as the project ID, name, client association, status, dates, costs, and member assignments.

No binary data output is produced by this operation.

Example output snippet (conceptual):

{
  "id": 123,
  "name": "New Project",
  "clientid": "456",
  "billing_type": 1,
  "status": 2,
  "start_date": "2024-06-01T00:00:00Z",
  "deadline": "2024-12-31T00:00:00Z",
  "description": "Project description here",
  "project_cost": 10000,
  "project_rate_per_hour": 50,
  "estimated_hours": 200,
  "members": [10, 20, 30]
}

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-formatted requests and responses.

Troubleshooting

Invalid Member IDs Format: The members field must be a comma-separated string of numeric IDs. Non-numeric or malformed strings may cause errors.
API Authentication Errors: If the API token is invalid or missing, the node will throw an authentication error. Ensure the API token credential is correctly set.
Invalid Date Formats: Dates should be valid ISO date-time strings. Incorrect formats might cause validation errors on the API side.
API Response Errors: The node surfaces HTTP errors with messages like "Recurso não encontrado" (Resource not found), "Dados inválidos" (Invalid data), or connection errors. Check the API endpoint availability and request payload correctness.
Continue On Fail: If enabled, the node will continue processing subsequent items even if one fails, returning error details in the output JSON.

Links and References

Perfex CRM Official Website
WON API Documentation (if available) (Note: link hypothetical, replace with actual if known)
Axios HTTP Client

This summary focuses on the "Projeto" resource with the "Criar" operation, detailing how to create projects in Perfex CRM using this node.

Perfex CRMInstall