n8n-nodes-perfexcrm 0.1.0 → 0.1.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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- package/package.json +1 -1
package/README.md
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# n8n-nodes-perfexcrm
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[](https://www.npmjs.com/package/n8n-nodes-perfexcrm)
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[](https://github.com/OBSTechnologies/n8n-nodes-perfexcrm/releases)
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[](https://opensource.org/licenses/MIT)
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[](https://n8n.io/)
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This is an n8n community node. It lets you use PerfexCRM in your n8n workflows.
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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.
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[n8n](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) workflow automation platform.
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## 🛒 Prerequisites - PerfexCRM API & Webhooks Module
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**This n8n node requires the PerfexCRM API & Webhooks module to be installed on your PerfexCRM instance.**
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### 👉 [Purchase the PerfexCRM API & Webhooks Module at perfexapi.com](https://perfexapi.com)
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The module provides:
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- RESTful API endpoints for all PerfexCRM entities
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- Webhook support for real-time events
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- API key authentication
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- Rate limiting and security features
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- Comprehensive documentation
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## Installation
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Follow the [installation guide](https://docs.n8n.io/integrations/community-nodes/installation/) in the n8n community nodes documentation.
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4. Create a new API key with the appropriate permissions
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5. Copy the API key (you'll only see it once!)
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## Example Workflows
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### 🎯 Lead to Customer Automation
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Automatically convert leads to customers when they meet certain criteria, create a project, and send a welcome email.
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### 💰 Invoice Payment Tracking
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Track invoice payments in real-time, update your accounting system, and notify your team.
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### 🎫 Support Ticket Routing
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Automatically assign tickets based on department, priority, or customer type, and send notifications to the right team members.
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### 📊 Customer Onboarding
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Create a complete onboarding workflow: create customer, setup project, generate first invoice, and send welcome materials.
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## Compatibility
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- ✅ n8n version 0.180.0 or later
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- ✅ PerfexCRM 2.3.x or later
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- ✅ PerfexCRM API & Webhooks Module (required)
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## Resources
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* 🛒 [Purchase PerfexCRM API & Webhooks Module](https://perfexapi.com)
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* 📚 [n8n Community Nodes Documentation](https://docs.n8n.io/integrations/community-nodes/)
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* 📖 [PerfexCRM API Documentation](https://your-perfex.com/admin/api_webhooks/documentation)
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* 🔧 [GitHub Repository](https://github.com/OBSTechnologies/n8n-nodes-perfexcrm)
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* 📦 [npm Package](https://www.npmjs.com/package/n8n-nodes-perfexcrm)
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## Support
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### For n8n Node Issues:
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- 🐛 [Open an issue on GitHub](https://github.com/OBSTechnologies/n8n-nodes-perfexcrm/issues)
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- 💬 [n8n Community Forum](https://community.n8n.io/)
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### For PerfexCRM API & Webhooks Module:
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- 🛒 [Support at perfexapi.com](https://perfexapi.com)
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- 📧 Email: support@obstechnologies.com
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## Contributing
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Contributions are welcome! Please feel free to submit a Pull Request.
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1. Fork the repository
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2. Create your feature branch (`git checkout -b feature/AmazingFeature`)
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3. Commit your changes (`git commit -m 'Add some AmazingFeature'`)
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4. Push to the branch (`git push origin feature/AmazingFeature`)
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5. Open a Pull Request
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## Author
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**OBS Technologies**
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- Website: [obstechnologies.com](https://obstechnologies.com)
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- PerfexCRM Modules: [perfexapi.com](https://perfexapi.com)
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- GitHub: [@OBSTechnologies](https://github.com/OBSTechnologies)
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## License
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[MIT](https://github.com/
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[MIT](https://github.com/OBSTechnologies/n8n-nodes-perfexcrm/blob/main/LICENSE) © OBS Technologies
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---
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**Made with ❤️ by [OBS Technologies](https://obstechnologies.com)**
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⭐ If you find this node useful, please star it on [GitHub](https://github.com/OBSTechnologies/n8n-nodes-perfexcrm)!
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