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PerfexCRM

Interact with PerfexCRM API

Actions11

Overview

This node integrates with the PerfexCRM API to update customer information. It allows users to modify details of an existing customer by specifying the customer's unique ID and the fields to update. This is useful in scenarios where customer data changes over time, such as updating contact information, company details, or status.

Practical examples include:

  • Updating a customer's phone number after they provide a new contact.
  • Changing the customer's address or city when they relocate.
  • Activating or deactivating a customer account based on their current status.

Properties

Name Meaning
Customer ID The unique identifier of the customer to update.
Update Fields A collection of fields that can be updated for the customer. Options include:
- Company: Company name
- VAT: VAT number
- Phone: Phone number
- Country: Country
- City: City
- Zip: Zip code
- State: State
- Address: Address
- Website: Website URL
- Active: Whether the customer is active (boolean)

Output

The output is a JSON object representing the updated customer data returned from the PerfexCRM API. This typically includes all customer fields after the update has been applied.

Example structure (simplified):

{
  "id": "string",
  "company": "string",
  "vat": "string",
  "phonenumber": "string",
  "country": "string",
  "city": "string",
  "zip": "string",
  "state": "string",
  "address": "string",
  "website": "string",
  "active": true
}

No binary data output is involved in this operation.

Dependencies

  • Requires an API key credential for authenticating with the PerfexCRM API.
  • The node uses the base URL and API version from the provided credentials to construct requests.
  • Network access to the PerfexCRM API endpoint is necessary.

Troubleshooting

  • Common issues:

    • Invalid or missing Customer ID will cause the update request to fail.
    • Providing invalid field values (e.g., incorrect data types) may result in API errors.
    • Network connectivity problems can prevent successful API calls.
    • Insufficient permissions or expired API keys will lead to authentication errors.

  • Error messages and resolutions:

    • "Customer not found": Verify the Customer ID is correct and exists in the CRM.
    • "Unauthorized" or "Authentication failed": Check that the API key credential is valid and properly configured.
    • "Validation error": Ensure all update fields conform to expected formats and types.
    • Timeout or network errors: Confirm network connectivity and API availability.

Links and References

Discussion