Perfex CRMInstall

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 Obter (Get) operation, the node fetches detailed information about a specific project by its ID.

Common scenarios where this node is beneficial include:

• Retrieving project details to automate reporting or synchronization with other systems.
• Fetching project data to trigger workflows based on project status or deadlines.
• Integrating project information into dashboards or notifications.

Practical example:
You want to automatically retrieve the details of a project when a related event occurs in another system, such as a new task creation or client update, to keep your internal tools synchronized with Perfex CRM.

Properties

Output

The node outputs a JSON object containing the full details of the requested project as returned by the Perfex CRM WON API. The structure includes fields such as:

• name: Project name
• clientid: ID of the client associated with the project
• billing_type: Billing type of the project
• status: Status ID of the project
• start_date: Project start date
• deadline: Project deadline
• description: Description of the project
• project_cost: Cost of the project
• project_rate_per_hour: Hourly rate for the project
• estimated_hours: Estimated hours for completion
• members: Array or list of member IDs involved in the project

The exact structure depends on the API response but generally reflects the project properties managed in Perfex CRM.

The node does not output binary data.

Dependencies

• Requires an active connection to the Perfex CRM WON API.
• Needs configuration of credentials including:
  • Base URL of the Perfex CRM instance.
  • An API token for authentication.
• Uses the Axios HTTP client internally to make requests to the API.

Troubleshooting

Common Issues

• Invalid or missing API token: The node will return an authentication error if the API token is invalid or not provided.
• Project not found: If the specified project ID does not exist, a "Resource not found" error is thrown.
• Invalid project ID format: The project ID must be a valid string; otherwise, the request may fail.
• Connection errors: Network issues or incorrect base URL configuration can cause connection failures.

Error Messages and Resolutions

Links and References

• Perfex CRM Official Website
• WON API Documentation (if available) (Note: Replace with actual API docs if accessible)
• Axios HTTP Client

If you need further details on other operations or resources, feel free to ask!