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

This node allows you to perform CRUD operations on various PerfexCRM resources:

Customers

• Create a new customer
• Get a customer by ID
• Get all customers with filters
• Update a customer
• Delete a customer

Tickets

• Create a new ticket
• Get a ticket by ID
• Get all tickets with filters
• Update a ticket
• Delete a ticket
• Add a reply to a ticket

Invoices

• Create a new invoice
• Get an invoice by ID
• Get all invoices with filters

Leads

• Create a new lead
• Get a lead by ID
• Convert a lead to customer

Projects

• Create a new project
• Get a project by ID

Contracts

• Create a new contract
• Get a contract by ID

PerfexCRM Trigger Node

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

Supported Events

• Customer events (created, updated, deleted)
• Contact events (created, updated, deleted)
• Lead events (created, updated, converted, deleted)
• Invoice events (created, updated, paid, overdue, deleted)
• Payment events (recorded, failed)
• Proposal events (created, sent, accepted, declined)
• Estimate events (created, sent, accepted, declined, converted)
• Contract events (created, signed, expiring, expired)
• Project events (created, updated, completed)
• Task events (created, updated, completed, comment added)
• Ticket events (created, updated, status changed, reply added, assigned, closed)
• Staff events (created, login)
• Expense events (created, 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 © OBS Technologies

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Made with ❤️ by OBS Technologies

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