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 Criar (Create) operation, it enables creating new tasks within the Perfex CRM.
Typical use cases include automating task creation based on triggers from other systems, such as creating follow-up tasks after a sales lead is qualified or generating project-related tasks automatically when a new project is created. For example, you could create a task with a specific priority and assign it to team members directly from your workflow.
Properties
| Name | Meaning |
|---|---|
| Nome | The name/title of the task. |
| Descrição | A description providing details about the task. |
| Prioridade | Priority level of the task. Options: Baixa (1), Média (2), Alta (3), Urgente (4), Emergência (5). |
| Status | Numeric ID representing the current status of the task. |
| Data de Início | Start date/time of the task. |
| Data de Vencimento | Due date/time by which the task should be completed. |
| Responsáveis | Comma-separated string of user IDs assigned to the task. |
| ID do Projeto | Identifier of the project to which this task belongs. |
| Marco | Numeric ID of the milestone associated with the task. |
These properties are provided as a collection under "Dados da Tarefa" and allow detailed specification of the task attributes during creation.
Output
The node outputs JSON data representing the newly created task as returned by the Perfex CRM API. This typically includes all task details such as its unique ID, timestamps, status, assigned users, and any other metadata the API provides upon successful creation.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the Perfex CRM instance 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 set correctly in the node credentials for successful communication.
Troubleshooting
- Invalid Date Format: If the due date (
duedate) is provided as a string, it must match theYYYY-MM-DDformat. Otherwise, the node throws an error indicating the invalid date format. - Assignees Format: The
assigneesfield, if provided as a string, is split by commas and converted to an array of integers. Incorrect formatting may cause errors. - API Errors: Common HTTP errors like 401 (authentication failure), 404 (resource not found), or 422 (validation errors) are caught and reported with descriptive messages.
- Connection Issues: Network problems or incorrect API URLs will result in connection errors.
- Continue On Fail: If enabled, the node will continue processing subsequent items even if one fails, returning error details in the output JSON.
To resolve issues, verify that all required fields are correctly formatted, the API token is valid, and the Perfex CRM instance is reachable.
Links and References
- Perfex CRM Official Website
- WON API Documentation (generic reference) (Note: Replace with actual API docs if available)
- Axios HTTP Client
This summary focuses exclusively on the "Tarefa" resource with the "Criar" operation as requested, based on static analysis of the provided source code and property definitions.