Perfex CRM

Interagir com o Perfex CRM via WON API

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 Projeto (Project) resource with the Deletar (Delete) operation, the node deletes a project identified by its ID from the Perfex CRM.

Common scenarios where this node is beneficial include automating project lifecycle management, cleaning up obsolete or completed projects, and integrating project deletion into broader workflows that manage CRM data.

Practical example:
You have a workflow that automatically closes projects in your CRM when certain conditions are met (e.g., project completion or cancellation). This node can be used to delete those projects programmatically by providing their IDs, ensuring your CRM stays clean and up-to-date without manual intervention.


Properties

Name Meaning
ID do Projeto The unique identifier of the project to delete. This is a required string input.

Output

The output of the node is a JSON object representing the response from the Perfex CRM API after attempting to delete the specified project. Typically, this will contain confirmation of deletion or relevant status information returned by the API.

If an error occurs during the deletion (e.g., project not found, authentication failure), the node throws an error with a descriptive message unless configured to continue on failure, in which case the error details are included in the output JSON.

The node does not output binary data.


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.

Troubleshooting

Common Issues

  • Authentication errors: If the API token is invalid or missing, the node will throw an authentication error.
  • Resource not found: Attempting to delete a project with an incorrect or non-existent ID results in a "Resource not found" error.
  • Connection problems: Network issues or incorrect base URL configuration can cause connection errors.
  • Invalid input: Providing an empty or malformed project ID will cause the node to fail.

Error Messages and Resolutions

Error Message Cause Resolution
"Erro de autenticação: Token inválido ou não fornecido" Invalid or missing API token Verify and update the API token credential.
"Recurso não encontrado" Project ID does not exist in the system Confirm the project ID is correct and exists.
"Erro de conexão com o servidor" Network or server unreachable Check network connectivity and API URL.
"Dados inválidos: ..." Malformed or invalid input data Ensure the project ID is provided and valid.

Links and References


This summary covers the logic and usage of the Perfex CRM node's "Projeto - Deletar" operation based on static code analysis and provided property definitions.

Discussion