Actions11
Overview
This node integrates with the PerfexCRM API to manage customer data. Specifically, the "Customer - Create" operation allows users to add new customers to their CRM system by providing essential company information and optional additional details. This is useful for automating customer onboarding processes, syncing customer data from other systems, or bulk importing customer records.
Practical examples:
- Automatically create a new customer in PerfexCRM when a form is submitted on your website.
- Import customer data from an external database or spreadsheet into PerfexCRM.
- Use in workflows that generate invoices or tickets linked to newly created customers.
Properties
| Name | Meaning |
|---|---|
| Company | The name of the company to create as a customer (required). |
| Additional Fields | Optional extra information about the customer. Possible fields include: |
| - VAT: VAT number | |
| - Phone: Phone number | |
| - Country: Customer's country | |
| - City: Customer's city | |
| - Zip: Zip code | |
| - State: State | |
| - Address: Street address | |
| - Website: Website URL | |
| - Billing Street, City, State, Zip, Country: Billing address details | |
| - Shipping Street, City, State, Zip, Country: Shipping address details |
Output
The node outputs the JSON response returned by the PerfexCRM API after creating the customer. This typically includes the full customer object with all its properties as stored in the CRM, such as the assigned customer ID, company name, contact details, and any other fields provided.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for authenticating with the PerfexCRM API.
- The node uses the base URL and API version configured in the credentials to construct requests.
- Network access to the PerfexCRM API endpoint is necessary.
Troubleshooting
- Common issues:
- Missing required "Company" field will cause the request to fail.
- Invalid or expired API credentials will result in authentication errors.
- Network connectivity problems can prevent successful API calls.
- Error messages:
- Authentication errors usually indicate invalid API keys; verify and update credentials.
- Validation errors from the API may specify missing or malformed fields; ensure all required fields are correctly filled.
- Rate limiting or server errors from the API should be retried later or checked with the service provider.
Links and References
- PerfexCRM API Documentation (example link, replace with actual if available)
- n8n documentation on creating custom nodes