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n8n-nodes-perfexcrm

v0.1.40

Published

Verified n8n community node for PerfexCRM — 21 resources, 181 API operations, and 103 webhook triggers for CRM workflow automation

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Keywords

n8n-community-node-packagen8nn8n-noden8n-triggerperfexperfex-crmperfexcrmperfexapicrmcustomer-relationship-managementapirest-apiwebhookstriggerautomationworkflowworkflow-automationintegrationno-codelow-code

Readme

PerfexCRM for n8n — Community Node for API & Webhook Workflow Automation

npm version GitHub release License: MIT Verified n8n Community Node

Connect PerfexCRM to n8n with this verified n8n community node — installable in one click directly from the n8n canvas, on n8n Cloud or self-hosted — and build no-code / low-code workflow automations across your entire CRM. It ships with 21 PerfexCRM resources, 181 REST API operations, and a trigger node with 103 real-time webhook events — enough coverage to automate leads, tickets, invoices, projects, contracts, subscriptions, and more without writing glue code. Whether you want to sync PerfexCRM data to Slack, Google Sheets, HubSpot, or Mailchimp, push webhook-driven events into any of n8n's 400+ integrations, or orchestrate multi-step CRM workflows, this node is a complete PerfexCRM automation toolkit.

n8n is a fair-code licensed workflow automation platform.

Table of Contents

Why use this node?

  • Sync PerfexCRM leads and customers to any tool — Slack, Google Sheets, HubSpot, Mailchimp, Airtable, Notion, or any of n8n's 400+ integrations.
  • Automate invoice and payment notifications the moment a PerfexCRM invoice is paid, overdue, or cancelled.
  • Route support tickets intelligently based on department, priority, or customer tier, and page the right team in real time.
  • Trigger workflows from 103 PerfexCRM webhook events — from lead.created and invoice.paid to contract.expiring and task.overdue.
  • Eliminate manual PerfexCRM admin work with no-code / low-code automation — no glue scripts, no cron jobs, no duct-taped Zaps.

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

PerfexCRM API Operations (21 Resources, 181 Operations)

PerfexCRM Action Node — REST API Coverage

21 resources with 181 operations covering the entire PerfexCRM API.

| Resource | Ops | Operations | |----------|:---:|------------| | Customer | 10 | Create, Get, Get Many, Update, Delete, Get Contacts, Get Contracts, Get Invoices, Get Projects, Get Tickets | | Ticket | 14 | Create, Get, Get Many, Update, Delete, Add Reply, Get Reply, Update Reply, Delete Reply, List Replies, Get Attachments, Get History, Assign, Change Status | | Invoice | 8 | Create, Get, Get Many, Update, Delete, Get Payments, Get PDF, Send | | Lead | 8 | Create, Get, Get Many, Update, Delete, Convert, Get Activities, Get Notes | | Project | 9 | Create, Get, Get Many, Update, Delete, Get Activity, Get Files, Get Milestones, Get Tasks | | Contract | 11 | Create, Get, Get Many, Update, Delete, Sign, Get Attachments, Get Comments, Get Expired, Get Expiring, Renew | | Task | 22 | Create, Get, Get Many, Update, Delete, Assign, Change Status, Mark Complete, Get Attachments, List Comments, Add Comment, List Timesheets, Add Timesheet, List Checklist, Add Checklist Item, Get Checklist Item, Update Checklist Item, Delete Checklist Item, Change Priority, List Followers, Add Follower, Remove Follower | | Expense | 6 | Create, Get, Get Many, Update, Delete, Get Categories | | Estimate | 8 | Create, Get, Get Many, Update, Delete, Send, Convert, Get PDF | | Staff | 14 | Create, Get, Get Many, Update, Delete, Activate, Deactivate, Get Permissions, Get Departments, Get Roles, Get Department List, Change Password, Get Tasks, Get Timesheets | | Proposal | 11 | Create, Get, Get Many, Update, Delete, Send, Accept, Decline, List Comments, Add Comment, Get PDF | | Credit Note | 10 | Create, Get, Get Many, Update, Delete, Add Refund, List Refunds, Apply Credit, List Credits, Get PDF | | Subscription | 5 | Create, Get, Get Many, Update, Delete | | Item | 6 | Create, Get, Get Many, Update, Delete, Get Groups | | Payment | 5 | Create, Get, Get Many, Update, Delete | | Contact | 5 | Create, Get, Get Many, Update, Delete | | Timesheet | 5 | Create, Get, Get Many, Update, Delete | | Note | 5 | Create, Get, Get Many, Update, Delete | | Knowledge Base | 5 | Create, Get, Get Many, Update, Delete | | Knowledge Base Group | 5 | Create, Get, Get Many, Update, Delete | | Utility | 10 | Get Currencies, Get Taxes, Get Departments, Get Payment Modes, Get Countries, Get Ticket Statuses, Get Ticket Priorities, Get Lead Statuses, Get Lead Sources, Get Contract Types |

PerfexCRM Trigger Node — 103 Real-Time Webhook Events

Listen for webhooks from PerfexCRM and start n8n workflows the instant something happens in your CRM — no polling required.

Supported Events (103 webhook events)

| Category | Events | |----------|--------| | Contact | created, deleted, updated | | Contract | cancelled, created, deleted, expired, expiring, renewed, signed, updated | | Credit Note | created, credits_applied, deleted, refund_created, sent, status_changed, updated | | Customer | contact_added, created, deleted, status_changed, updated | | Estimate | accepted, converted, created, declined, deleted, expiring, sent, updated | | Expense | created, deleted, updated | | Invoice | cancelled, created, deleted, overdue, paid, sent, status_changed, updated | | Item | created, deleted, updated | | Knowledge Base | article.created, article.deleted, article.updated | | Lead | assigned, converted, created, status_changed, updated | | Note | created, deleted, updated | | Payment | created, deleted, updated | | Project | completed, created, status_changed, updated | | Proposal | accepted, comment_added, converted, created, declined, deleted, sent, updated | | Staff | activated, created, deactivated, deleted, login, password_changed, permissions_changed, updated | | Subscription | created | | Task | assigned, comment_added, completed, created, deleted, overdue, priority_changed, status_changed, timesheet_added, updated | | Ticket | assigned, attachment_added, closed, created, deleted, priority_changed, reopened, reply_added, status_changed, updated | | Timesheet | created, deleted, updated |

Authentication & API 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 PerfexCRM 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 PerfexCRM Automation Workflows

Lead to Customer Automation

When a new lead is created in PerfexCRM, automatically score it, convert qualifying leads to customers, spin up a dedicated project, draft a welcome invoice, and fire a personalised onboarding email via Gmail or SendGrid. Eliminates the manual hand-off between sales and delivery.

Invoice Payment Tracking

Subscribe to the invoice.paid and invoice.overdue webhook events, push paid invoices to your accounting system (QuickBooks, Xero, or a Google Sheet), and alert your finance team in Slack or Microsoft Teams the moment an invoice goes overdue. Cash flow visibility without a single manual check.

Support Ticket Routing

Automatically triage every new PerfexCRM ticket: route VIP customers to senior staff, page on-call engineers for P1 priorities, assign by department keyword, and post a digest of open tickets to a Slack channel each morning. A support inbox that sorts itself.

Customer Onboarding

Build an end-to-end onboarding workflow: create the PerfexCRM customer record, create a matching project and initial milestones, generate and send the first invoice, provision accounts in third-party tools (Stripe, HubSpot, Intercom), and deliver a branded welcome package — all triggered by one webhook.

Compatibility & Requirements

  • n8n version 0.180.0 or later
  • PerfexCRM 2.3.x or later
  • PerfexCRM API & Webhooks Module (required)

FAQ

Is this an official n8n node?

No — it's a community node built and maintained by OBS Technologies, now verified by n8n. As a verified community node it installs in one click on n8n Cloud and any self-hosted n8n (v1.94+) via the Community Nodes feature. (Verification means the node passed n8n's security and quality review; it doesn't imply n8n endorses PerfexCRM.)

Do I need the PerfexCRM API & Webhooks module?

Yes. This node talks to the PerfexCRM REST API exposed by the PerfexCRM API & Webhooks module. Without it installed on your PerfexCRM instance, neither the action node nor the trigger node can reach your data.

Which PerfexCRM versions are supported?

PerfexCRM 2.3.x and later. Older PerfexCRM versions may work for read-only operations but are not officially tested.

Can I use this node on n8n Cloud?

Yes. n8n-nodes-perfexcrm is a verified community node, so it's available on n8n Cloud as well as self-hosted. On n8n v1.94+ with verified community nodes enabled, open the nodes panel, find it under "More from the community," and install it in one click — no manual npm setup required.

How do I get a PerfexCRM API key?

In your PerfexCRM admin panel, go to Setup → API & Webhooks → API Keys, create a new key with the permissions you need, and copy the value (shown once). See Authentication & API Credentials for details.

What PerfexCRM events can trigger an n8n workflow?

103 webhook events across 19 categories — leads, customers, invoices, tickets, tasks, contracts, projects, proposals, estimates, payments, subscriptions, knowledge base, and more. See the full event table.

How do I add line items to an invoice, estimate or credit note?

Create operations for Invoices, Estimates and Credit Notes include a Line Items section where you add one or more items (description, quantity, rate, and optionally long description, unit and tax name). Totals are calculated from the line items — without at least one item the document value is 0.

Does this node support PerfexCRM custom fields?

Yes. Create and Update operations include a Custom Fields section (under Additional/Update Fields) where you add custom field values — keyed by the field's numeric ID or its slug. Custom field values are also returned in the payload on Get operations and webhook events. Supported across Customers, Contacts, Leads, Projects, Tasks, Tickets, Contracts, Expenses, Invoices, Estimates, Proposals, Credit Notes and Staff (requires the PerfexCRM API & Webhooks module v2.8.9+).

Is there a rate limit?

Rate limiting is handled by the PerfexCRM API & Webhooks module itself. n8n will surface the HTTP 429 responses if you exceed your configured rate limit so you can implement retries.

Resources

Support

For n8n Node Issues:

For PerfexCRM API & Webhooks Module:

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

License

MIT (c) OBS Technologies

Built for the n8n community by OBS Technologies — specialists in PerfexCRM automation, custom CRM integrations, and workflow engineering.

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