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 Tarefa (Task) resource and the Atualizar (Update) operation, the node updates an existing task in the Perfex CRM.
Typical use cases include automating task management workflows such as updating task details after receiving new information, changing task priorities or statuses based on external triggers, or synchronizing task data from other systems.
For example, you could use this node to update a task’s due date and assignees automatically when a related project milestone changes, ensuring your team always has up-to-date task information without manual intervention.
Properties
| Name | Meaning |
|---|---|
| ID da Tarefa | The unique identifier of the task to be updated. |
| Dados da Tarefa | A collection of fields representing the task data to update. Includes: |
| - Nome: Name of the task. | |
| - Descrição: Description of the task. | |
| - Prioridade: Priority level of the task. Options: Baixa (1), Média (2), Alta (3), Urgente (4), Emergência (5). | |
| - Status: Numeric ID representing the task status. | |
| - Data de Início: Start date/time of the task. | |
| - Data de Vencimento: Due date/time of the task. | |
| - Responsáveis: Comma-separated string of user IDs assigned to the task. | |
| - ID do Projeto: Project ID to which the task belongs. | |
| - Marco: Numeric ID of the milestone associated with the task. |
Output
The node outputs JSON data representing the updated task object as returned by the Perfex CRM API. This typically includes all current properties of the task after the update, reflecting the changes made.
No binary data output is produced by this node.
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 perform REST API calls.
- The base URL and API token must be correctly set in the node credentials.
Troubleshooting
- Invalid Date Format: If the "Data de Vencimento" (due date) is provided in an incorrect format (not
YYYY-MM-DD), the node will throw an error stating that the due date must follow this format. Ensure dates are formatted correctly. - Authentication Errors: If the API token is missing or invalid, the node will return an authentication error. Verify that the API token credential is properly configured and valid.
- Resource Not Found: Providing a non-existent task ID will result in a "Resource not found" error. Confirm the task ID exists in the Perfex CRM before attempting to update.
- Invalid Data: If any field values are invalid or violate API constraints, the node will report a validation error with details. Review the error message and correct the input data accordingly.
- Connection Issues: Network problems or incorrect base URL configuration can cause connection errors. Check network connectivity and credential settings.
Links and References
- Perfex CRM Official Website
- WON API Documentation (if available) (Note: Replace with actual API docs if accessible)
- Axios HTTP Client
This summary focuses on the "Tarefa" resource with the "Atualizar" operation, describing how the node updates tasks in Perfex CRM using the provided input properties and handling common issues.