n8n-nodes-perfexcrm

This is an n8n community node. It lets you use PerfexCRM in your n8n workflows.

PerfexCRM is a powerful customer relationship management system. This node allows you to interact with the PerfexCRM API and receive webhooks for real-time events.

n8n is a fair-code licensed workflow automation platform.

Prerequisites - PerfexCRM API & Webhooks Module

This n8n node requires the PerfexCRM API & Webhooks module to be installed on your PerfexCRM instance.

Purchase the PerfexCRM API & Webhooks Module at perfexapi.com

The module provides:

• RESTful API endpoints for all PerfexCRM entities
• Webhook support for real-time events
• API key authentication
• Rate limiting and security features
• Comprehensive documentation

Installation

Follow the installation guide in the n8n community nodes documentation.

Manual Installation

1. Clone or download this repository
2. In your n8n installation folder, navigate to ~/.n8n/nodes/
3. Create a folder called n8n-nodes-perfexcrm
4. Copy all files from this repository into that folder
5. Build the node:

   cd ~/.n8n/nodes/n8n-nodes-perfexcrm
   npm install
   npm run build
   

6. Restart n8n

Operations

PerfexCRM Node

19 resources with 176 operations covering the entire PerfexCRM API.

Resource	Ops	Operations
Customer	10	Create, Get, Get Many, Update, Delete, Get Contacts, Get Contracts, Get Invoices, Get Projects, Get Tickets
Ticket	14	Create, Get, Get Many, Update, Delete, Add Reply, Get Reply, Update Reply, Delete Reply, List Replies, Get Attachments, Get History, Assign, Change Status
Invoice	7	Create, Get, Get Many, Update, Delete, Get Payments, Send
Lead	8	Create, Get, Get Many, Update, Delete, Convert, Get Activities, Get Notes
Project	9	Create, Get, Get Many, Update, Delete, Get Activity, Get Files, Get Milestones, Get Tasks
Contract	11	Create, Get, Get Many, Update, Delete, Sign, Get Attachments, Get Comments, Get Expired, Get Expiring, Renew
Task	22	Create, Get, Get Many, Update, Delete, Assign, Change Status, Mark Complete, Get Attachments, List Comments, Add Comment, List Timesheets, Add Timesheet, List Checklist, Add Checklist Item, Get Checklist Item, Update Checklist Item, Delete Checklist Item, Change Priority, List Followers, Add Follower, Remove Follower
Expense	6	Create, Get, Get Many, Update, Delete, Get Categories
Estimate	8	Create, Get, Get Many, Update, Delete, Send, Convert, Get PDF
Staff	14	Create, Get, Get Many, Update, Delete, Activate, Deactivate, Get Permissions, Get Departments, Get Roles, Get Department List, Change Password, Get Tasks, Get Timesheets
Proposal	11	Create, Get, Get Many, Update, Delete, Send, Accept, Decline, List Comments, Add Comment, Get PDF
Credit Note	10	Create, Get, Get Many, Update, Delete, Add Refund, List Refunds, Apply Credit, List Credits, Get PDF
Subscription	5	Create, Get, Get Many, Update, Delete
Item	6	Create, Get, Get Many, Update, Delete, Get Groups
Payment	5	Create, Get, Get Many, Update, Delete
Contact	5	Create, Get, Get Many, Update, Delete
Timesheet	5	Create, Get, Get Many, Update, Delete
Note	5	Create, Get, Get Many, Update, Delete
Utility	10	Get Currencies, Get Taxes, Get Departments, Get Payment Modes, Get Countries, Get Ticket Statuses, Get Ticket Priorities, Get Lead Statuses, Get Lead Sources, Get Contract Types

PerfexCRM Trigger Node

This trigger node listens for webhooks from PerfexCRM and starts workflows when events occur.

Supported Events (80 webhook events)

Category	Events
Contact	created, deleted, updated
Contract	cancelled, created, deleted, expired, expiring, signed, updated
Credit Note	created, credits_applied, deleted, refund_created, sent, status_changed, updated
Customer	contact_added, created, deleted, status_changed, updated
Estimate	accepted, converted, created, declined, deleted, expiring, sent, updated
Expense	created, deleted, updated
Invoice	cancelled, created, deleted, overdue, paid, sent, status_changed, updated
Item	created, deleted, updated
Lead	assigned, converted, created, status_changed, updated
Note	created, deleted, updated
Payment	created, deleted, updated
Project	completed, created, status_changed, updated
Proposal	accepted, comment_added, converted, created, declined, deleted, sent, updated
Staff	activated, created, deactivated, deleted, login, password_changed, permissions_changed, updated
Subscription	created
Task	assigned, comment_added, completed, created, deleted, overdue, priority_changed, status_changed, timesheet_added, updated
Ticket	assigned, attachment_added, closed, created, deleted, priority_changed, reopened, reply_added, status_changed, updated
Timesheet	created, deleted, updated

Credentials

You'll need to enter the following credentials to use this node:

1. Base URL: The URL of your PerfexCRM installation (e.g., https://your-perfex.com)
2. API Key: Your PerfexCRM API key (starts with pk_)
3. API Version: The API version to use (currently only v1 is supported)

Getting your API Key

1. Log in to your PerfexCRM admin panel
2. Navigate to Setup > API & Webhooks
3. Click on API Keys
4. Create a new API key with the appropriate permissions
5. Copy the API key (you'll only see it once!)

Example Workflows

Lead to Customer Automation

Automatically convert leads to customers when they meet certain criteria, create a project, and send a welcome email.

Invoice Payment Tracking

Track invoice payments in real-time, update your accounting system, and notify your team.

Support Ticket Routing

Automatically assign tickets based on department, priority, or customer type, and send notifications to the right team members.

Customer Onboarding

Create a complete onboarding workflow: create customer, setup project, generate first invoice, and send welcome materials.

Compatibility

• n8n version 0.180.0 or later
• PerfexCRM 2.3.x or later
• PerfexCRM API & Webhooks Module (required)

Resources

• Purchase PerfexCRM API & Webhooks Module
• n8n Community Nodes Documentation
• PerfexCRM API Documentation
• GitHub Repository
• npm Package

Support

For n8n Node Issues:

• Open an issue on GitHub
• n8n Community Forum

For PerfexCRM API & Webhooks Module:

• Support at perfexapi.com
• Email: support@obstechnologies.com

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

Author

OBS Technologies

• Website: obstechnologies.com
• PerfexCRM Modules: perfexapi.com
• GitHub: @OBSTechnologies

License

MIT (c) OBS Technologies

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Made with care by OBS Technologies

If you find this node useful, please star it on GitHub!