PerfexCRM

Overview

This node integrates with the PerfexCRM API to manage customer data. Specifically, the "Delete Customer" operation allows users to remove a customer record from their PerfexCRM system by specifying the customer's unique ID. This is useful in scenarios where customers are no longer active or relevant and need to be cleaned up from the CRM database.

Practical examples include:

• Automatically deleting customers who have unsubscribed or requested account removal.
• Cleaning up test or duplicate customer entries during data maintenance workflows.

Properties

Output

The output JSON contains the response from the PerfexCRM API after attempting to delete the specified customer. Typically, this will include confirmation of deletion or an error message if the operation failed.

No binary data is output by this node.

Example output structure (simplified):

{
  "success": true,
  "message": "Customer deleted successfully"
}

or in case of failure:

{
  "error": "Customer not found"
}

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:

  • Invalid or missing Customer ID: The API will return an error if the provided ID does not exist or is malformed.
  • Authentication failures: Ensure the API key credential is valid and has sufficient permissions.
  • Network errors: Check connectivity to the PerfexCRM API server.

• Error messages:

  • "Customer not found": The specified Customer ID does not exist. Verify the ID is correct.
  • Authentication errors: Confirm that the API key credential is correctly set up in n8n.
  • Rate limiting or server errors: Retry after some time or check the PerfexCRM service status.

Links and References

• PerfexCRM API Documentation (general reference for API endpoints)
• n8n documentation on creating custom nodes