Actions30
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 Tarefa (Task) resource with the Obter (Get) operation, the node fetches a specific task record by its ID from the Perfex CRM.
Common scenarios where this node is beneficial include:
- Retrieving detailed information about a particular task in a project management workflow.
- Automating task status checks or updates based on external triggers.
- Integrating task data into other systems or dashboards for reporting purposes.
Practical example:
- A user wants to get the details of a task with a known ID to check its status and due date before sending reminders or updating related records.
Properties
| Name | Meaning |
|---|---|
| ID da Tarefa | The unique identifier of the task to retrieve. This property is required when performing "get", "update", or "delete" operations on the task resource. |
Output
The node outputs JSON data representing the task object retrieved from the Perfex CRM. The structure corresponds to the task's fields stored in the CRM, which typically include:
- Task ID
- Name
- Description
- Priority (e.g., Baixa, Média, Alta, Urgente, Emergência)
- Status ID
- Start date
- Due date
- Assignees (list of responsible user IDs)
- Project ID the task belongs to
- Milestone ID associated with the task
If an error occurs during the request, the output will contain an error field with the error message, provided that the node is configured to continue on failure.
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 Axios HTTP client internally to make REST API calls.
- The base URL and API token must be set in the node credentials.
Troubleshooting
Common Issues
- Invalid Task ID: If the provided task ID does not exist, the node will throw a "Resource not found" error.
- Authentication Errors: If the API token is missing or invalid, the node will return an authentication error.
- Connection Problems: Network issues or incorrect base URL configuration can cause connection errors.
- Invalid Date Format: When creating or updating tasks, the due date must be in
YYYY-MM-DDformat; otherwise, an error is thrown.
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" | Task ID does not exist | Check the task ID for correctness. |
| "Erro de conexão com o servidor" | Network or server unreachable | Check network connectivity and API URL. |
| "Data de vencimento deve estar no formato YYYY-MM-DD" | Incorrect due date format | Use the correct date format YYYY-MM-DD. |
| "Dados inválidos: ..." | Validation error returned by the API | Review input data and correct any invalid fields. |
Links and References
- Perfex CRM Official Website
- WON API Documentation (if available) (Note: link hypothetical, replace with actual if known)
- Axios HTTP Client
This summary focuses on the "Tarefa" resource with the "Obter" operation, describing how the node retrieves a specific task by its ID from the Perfex CRM using the WON API.