Actions30
Overview
This node integrates with the Perfex CRM system via the WON API, allowing users to interact programmatically with various CRM resources. Specifically, for the Projeto (Project) resource and the Listar (List/Get All) operation, the node fetches a list of projects from the Perfex CRM.
Typical use cases include:
- Retrieving all projects or a subset based on filters for reporting or automation workflows.
- Paginating through large sets of projects.
- Applying JSON-based filters to narrow down project results by criteria such as status, client ID, dates, etc.
For example, a user might want to list all active projects for a specific client or retrieve projects starting within a certain date range.
Properties
| Name | Meaning |
|---|---|
| Opções Adicionais | Collection of additional options to customize the listing: |
| - Limite | Maximum number of project records to return (number between 1 and 1000). |
| - Página | Page number of results to return (starting at 1). |
| - Filtros | JSON string representing filters to apply to the search query (e.g., {"status": 1}). |
These properties allow controlling pagination and filtering when listing projects.
Output
The output is an array of JSON objects, each representing a project record retrieved from the Perfex CRM. The structure corresponds directly to the data returned by the WON API's /won_api/won/api/projects endpoint.
Each item in the output contains:
json: The project data object with fields such as project name, client ID, billing type, status, start date, deadline, description, cost, rate per hour, estimated hours, and members.pairedItem: Metadata linking the output item to the input item index.
No binary data is produced by this operation.
Dependencies
- Requires an API token credential for authenticating requests to the Perfex CRM WON API.
- The node uses Axios HTTP client internally to make REST API calls.
- The base URL and API token must be configured in the node credentials.
Troubleshooting
- Invalid JSON in Filters: If the "Filtros" property contains invalid JSON, the node will throw an error. Ensure the filter string is valid JSON.
- API Authentication Errors: Errors like "Erro de autenticação: Token inválido ou não fornecido" indicate issues with the API token. Verify that the API token credential is correctly set.
- Resource Not Found: A 404 error means the requested resource or endpoint was not found. Check if the API URL and resource identifiers are correct.
- Limit and Page Values: Setting limit or page outside allowed ranges may cause errors or unexpected results. Use values within specified bounds.
- Connection Issues: Network problems will result in connection errors. Confirm network connectivity and API availability.
Links and References
- Perfex CRM Official Website
- WON API Documentation (if available) (Note: Replace with actual link if known)
- Axios HTTP Client
This summary focuses on the "Projeto" resource with the "Listar" operation, describing how to list projects with optional pagination and filtering using the Perfex CRM node in n8n.