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Published by Themesic Interactive, author ","maintainers":[{"name":"themesic","email":"info@themesic.com"}],"readme":"# Perfex CRM node for n8n - Official API & Webhook Workflow Automation\n\n[![npm version](https://img.shields.io/npm/v/@themesic/n8n-nodes-perfex-crm.svg)](https://www.npmjs.com/package/@themesic/n8n-nodes-perfex-crm)\n[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE.md)\n\n**Connect [Perfex CRM](https://1.envato.market/mydata-crm) to n8n and automate your\ncustomers, leads, invoices, estimates, proposals, projects, tasks and support\ntickets.** This is the n8n community node published by\n[Themesic Interactive](https://themesic.com), author of the\n[REST API module for Perfex CRM](https://themesic.com/product/rest-api-module-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications/) -\nthe API layer Perfex CRM automation is built on, an Envato Elite Author product\nwith thousands of sales and a consistently high rating.\n\nPerfex CRM is self-hosted and ships without a REST API. This node talks directly\nto the API that our module adds to **your own** installation. No third-party\nproxy, no per-operation fees, no vendor lock-in: your CRM data goes from n8n to\nyour server. The only other request is a cached\n[license check](#license-requirement).\n\n> **In one sentence:** `@themesic/n8n-nodes-perfex-crm` lets n8n read and write\n> Perfex CRM data over the REST API module, covering 20+ resources with 130+\n> operations plus a polling trigger.\n\n## What's new (REST API module v3)\n\nThe module the node connects to reached **v3, its AI-ready generation**. This\nnode now exposes the parts of v3 that matter inside n8n:\n\n- **Knowledge Base** articles and groups, and polymorphic **Notes** you can\n  attach to customers, leads, tickets, invoices and eight more entity types\n- **Webhooks management** - create, list, update, delete, enable/disable and\n  read delivery logs of Perfex webhooks straight from a workflow, plus a Get\n  Event Catalog operation listing the full event catalogue\n- A **list toolkit** on every Get Many / Search: sorting, field selection and\n  `created_after` / `created_before` date-range filters, on top of pagination\n\nv3 also ships things that work *through* this node without extra configuration:\nan **MCP server** with 140+ AI-agent tools, **Webhooks 2.0** (120+ events, async\ndelivery with retries and HMAC signatures), an **OpenAPI 3.0** endpoint,\n**batch operations**, `Idempotency-Key` support and `X-RateLimit` headers. See\n[Real-time webhooks](#real-time-webhooks-for-perfex-crm) and\n[AI agents](#ai-agents-mcp).\n\n---\n\n## Table of contents\n\n- [Requirements](#requirements)\n- [Installation](#installation)\n- [Credentials](#credentials)\n- [Supported resources and operations](#supported-resources-and-operations)\n- [Trigger node](#trigger-node)\n- [Real-time webhooks](#real-time-webhooks-for-perfex-crm)\n- [Other automation platforms](#other-automation-platforms)\n- [AI agents (MCP)](#ai-agents-mcp)\n- [Example workflows](#example-workflows)\n- [License requirement](#license-requirement)\n- [Behaviour notes](#behaviour-notes)\n- [FAQ](#faq)\n- [Related products](#related-products)\n\n---\n\n## Requirements\n\n| Requirement | Details |\n| --- | --- |\n| Perfex CRM | Any self-hosted installation - [get Perfex CRM](https://1.envato.market/mydata-crm) |\n| REST API module | [REST API module for Perfex CRM](https://codecanyon.net/item/rest-api-for-perfex-crm/25278359) v2.x or v3.x installed on that installation |\n| License | A valid REST API module license registered for your CRM's domain (or IP) - see [License requirement](#license-requirement) |\n| n8n | 1.x, self-hosted or Cloud |\n| PHP | 7.4+ or 8.x on the Perfex server |\n\nThe REST API module is what exposes the endpoints this node calls. Without it,\nPerfex CRM has no REST API to connect to.\n\n## Installation\n\n### n8n Cloud and self-hosted (GUI)\n\nSettings > Community Nodes > Install, then enter:\n\n```\n@themesic/n8n-nodes-perfex-crm\n```\n\n### Self-hosted (manual)\n\n```bash\ncd ~/.n8n/nodes\nnpm install @themesic/n8n-nodes-perfex-crm\n```\n\nFull instructions: [n8n community nodes installation guide](https://docs.n8n.io/integrations/community-nodes/installation/).\n\n## Credentials\n\nCreate an API token in Perfex CRM under **Setup > API**, then add a\n**Perfex CRM API** credential in n8n:\n\n| Field | Example | Notes |\n| --- | --- | --- |\n| Perfex CRM URL | `https://crm.yourcompany.com` | Your own installation, no trailing slash |\n| API Token | `eyJ0eXAiOiJKV1Qi...` | Generated under Setup > API |\n\nThe token is sent as an `authtoken` header on every request. The REST API module\nalso supports JWT, Bearer authorization and query-parameter authentication, along\nwith per-token permissions, rate limiting, quota limiting and IP allow/deny lists\nwith CIDR notation - all configured on your server, not in n8n.\n\nSaving the credential runs a live check against your installation, so a wrong URL\nor an expired token is caught immediately. The module license is checked when the\nnode or the trigger runs - see [License requirement](#license-requirement).\n\n## Supported resources and operations\n\n20+ resources, 130+ operations. Operations are available where the API supports\nthem.\n\n| Resource | Create | Get | Get Many | Update | Delete | Search |\n| --- | :-: | :-: | :-: | :-: | :-: | :-: |\n| Customers | Y | Y | Y | Y | Y | Y |\n| Contacts | Y | | Y | Y | Y | Y |\n| Leads | Y | Y | Y | Y | Y | Y |\n| Invoices | Y | Y | Y | Y | Y | Y |\n| Estimates | Y | Y | Y | Y | Y | Y |\n| Proposals | Y | Y | Y | Y | Y | Y |\n| Credit Notes | Y | Y | Y | Y | Y | Y |\n| Payments | Y | Y | Y | | | Y |\n| Expenses | Y | Y | Y | Y | Y | Y |\n| Items | Y | Y | Y | Y | Y | Y |\n| Projects | Y | Y | Y | Y | Y | Y |\n| Milestones | Y | Y | Y | Y | Y | Y |\n| Tasks | Y | Y | Y | Y | Y | Y |\n| Timesheets | Y | Y | Y | Y | Y | |\n| Tickets | Y | Y | Y | Y | Y | Y |\n| Contracts | Y | Y | Y | Y | Y | Y |\n| Subscriptions | Y | Y | Y | Y | Y | |\n| Staff Members | Y | Y | Y | Y | Y | Y |\n| Calendar Events | Y | Y | Y | Y | Y | |\n| Knowledge Base | Y | Y | Y | Y | Y | Y |\n| Knowledge Base Groups | Y | | Y | Y | Y | |\n| Notes | Y | Y | | Y | Y | |\n| Webhooks | Y | Y | Y | Y | Y | |\n\n**Notes** are polymorphic: create one against any of 12 entity types, and use\n*List By Entity* to read all notes on a given record. **Webhooks** add\n*Toggle* (enable/disable), *Get Logs* (delivery history) and *Get Event\nCatalog* (the full event catalogue) beyond plain CRUD.\n\nEvery **Get Many** and **Search** accepts an **Options** field with `sort`,\n`fields`, `created_after` and `created_before` (v3 list toolkit), on top of the\nReturn All / Limit pagination.\n\nCustom fields are supported across modules, and the REST API module additionally\nexposes dynamic custom-table endpoints, so data created by other Perfex add-ons\ncan be reached as well. Those endpoints are governed by an allowlist you control\nplus per-table grants on each token, with read separate from write - so a\nreporting workflow can be given read access to one add-on's tables and nothing\nelse.\n\n## Trigger node\n\n**Perfex CRM Trigger** polls your installation on a schedule and starts a\nworkflow when new records appear:\n\n- New customer\n- New invoice\n- New lead\n- New task\n- New ticket\n\nThe first poll records the current state rather than replaying history, so\nconnecting the trigger to an established CRM does not flood your workflow.\n\n## Real-time webhooks for Perfex CRM\n\nPolling is convenient, but event-driven automation is faster and cheaper. Two\nwebhook systems are available on the Perfex side, and both work with n8n's\nbuilt-in **Webhook** node - point them at your n8n webhook URL and you get\ninstant triggers.\n\n### Events webhooks, included in the REST API module\n\nSince v3 the [REST API module](https://codecanyon.net/item/rest-api-for-perfex-crm/25278359)\nships **Webhooks 2.0**: **120+ events across every resource group**, managed entirely\nover REST (`/api/webhooks`, `/api/webhooks/events`, per-webhook toggle and\ndelivery logs), with asynchronous delivery and SSRF protection. It includes:\n\n- **SHA256 HMAC signature verification**, so you can prove a payload came from your CRM\n- **Configurable retry logic** for failed deliveries\n- **Delivery logging and a testing interface** in the admin area\n- **Custom HTTP headers** per webhook\n\n### Webhooks module, sold separately\n\nThe [Webhooks module for Perfex CRM](https://codecanyon.net/item/webhooks-module-for-perfex-crm/38350010)\ncovers CRM business events rather than API events, across **14 entity types**:\nleads, customers, invoices including recurring, tasks, projects, estimates,\nproposals, tickets, payments, staff, custom fields, contracts, calendar events\nand expenses.\n\nIt fires on create, update and delete, plus lifecycle events such as **accepted,\ndeclined and sent**, status changes, lead conversions and task timer actions. It\nsupports six HTTP methods, 30+ standard headers plus custom ones, delayed trigger\nexecution, webhook cloning, testing and filtered logs.\n\n**Which to use:** this n8n node for reading and writing data, the trigger node for\nsimple polling, and the Webhooks module when a workflow must start the instant\nsomething happens in the CRM.\n\n## Other automation platforms\n\nThe same REST API module powers Perfex CRM automation everywhere, so you are not\ntied to one tool:\n\n| Platform | Support |\n| --- | --- |\n| **n8n** | This community node, plus the generic HTTP Request and Webhook nodes |\n| **Zapier** | Native Perfex CRM connector |\n| **Make.com** | Native app with triggers, actions and searches |\n| **Pabbly Connect** | Via REST API and webhooks |\n| **IFTTT** | Via webhooks |\n| **Anything else** | Standard REST over HTTPS with JSON - the whole surface described by an OpenAPI 3.0 spec (`GET /api/openapi`, [reference copy](https://github.com/themesic/perfex-rest-api-examples/tree/main/openapi)) plus a ready-made [Postman collection](https://github.com/themesic/perfex-rest-api-examples/tree/main/postman) |\n\n## Example workflows\n\n- **Lead capture:** website form > n8n > *Create a lead* in Perfex CRM\n- **Invoice follow-up:** *Perfex CRM Trigger* on new invoice > Slack message and customer email\n- **Accounting sync:** *Get many payments* on a schedule > push rows to Google Sheets or Xero\n- **Support routing:** Webhooks module fires on new ticket > n8n Webhook node > assign, notify, escalate\n- **Client onboarding:** signed contract > *Create a customer*, *Create a project*, *Create tasks* in sequence\n- **AI agent:** the node is exposed as an n8n tool, so an agent can query and update the CRM directly\n\n## License requirement\n\nThis node requires the REST API module for Perfex CRM with a valid license for\nyour CRM's domain. Before the node or the trigger runs, it asks Themesic's\nlicense service at `perfex-mcp.themesic.com` whether that domain is licensed.\n\n- **Only the CRM address is sent.** Your API token, and all CRM data, go to your\n  own server only.\n- A valid result is cached for 6 hours, so this is not a request per execution.\n  A missing, expired or revoked license is reported with a link to get one.\n- If the license service is briefly unreachable, a license confirmed in the last\n  72 hours keeps workflows running.\n- Module v2.x and v3.x both work, and so do CRMs on a LAN or behind a firewall,\n  as long as the license is registered for the address in the credential\n  (domain or IP).\n\nGet a license: [REST API module for Perfex CRM](https://themesic.com/product/rest-api-module-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications/)\n\n## Behaviour notes\n\nSome Perfex endpoints answer `404 No data were found` instead of an empty list.\nThe node treats that as \"no items\" rather than an error, so an empty CRM or a\nfilter with no matches does not break a workflow.\n\nList endpoints answer in two shapes depending on the resource - either\n`{ data, meta }` with pagination metadata, or a bare array - and the node\nnormalises both, so downstream nodes always receive plain items.\n\nContacts have no global list endpoint in Perfex; **Get Many** on contacts asks for\na Customer ID and returns that customer's contacts.\n\nPagination is supported with a configurable page size up to 100 records.\n\n## FAQ\n\n**Does Perfex CRM have an API?**\nNot out of the box. Perfex CRM is self-hosted and ships without a REST API. The\n[REST API module for Perfex CRM](https://codecanyon.net/item/rest-api-for-perfex-crm/25278359)\nadds one to your installation, and this n8n node talks to it.\n\n**Is this node free?**\nYes, the node is MIT licensed and free. It requires the REST API module on your\nPerfex installation, with a valid license for your CRM's domain, which is a\none-time purchase on CodeCanyon.\n\n**Do I pay per operation or per record?**\nNo. The module is a one-time purchase and runs on your own server. There is no\nmetered third-party service between n8n and your CRM.\n\n**Can I self-host everything?**\nYes. Perfex CRM, the REST API module and n8n can all run on your own\ninfrastructure, which suits agencies and companies with data-residency\nrequirements.\n\n**How do I get real-time triggers instead of polling?**\nUse the webhook systems described above with n8n's Webhook node. See\n[Real-time webhooks](#real-time-webhooks-for-perfex-crm).\n\n**Which Perfex versions are supported?**\nThe REST API module supports PHP 7.4+ and 8.x and current Perfex CRM releases.\nSee the [product page](https://themesic.com/product/rest-api-module-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications/)\nfor the compatibility list.\n\n**Where is the API documentation?**\n[perfexcrm.themesic.com/apiguide](https://perfexcrm.themesic.com/apiguide/) -\nevery endpoint with request and response examples, plus an interactive playground.\n\n**Can I use it with an AI agent?**\nYes, two ways. Inside n8n, the node declares itself usable as a tool, so n8n AI\nAgent nodes can call Perfex CRM operations directly. Outside n8n, v3 of the\nREST API module ships a native **MCP server** (`POST /api/mcp`, JSON-RPC 2.0)\nexposing **140+ permission-filtered CRM tools** to Claude Desktop, Cursor and any\nMCP client - see the\n[MCP guide](https://github.com/themesic/perfex-rest-api-examples/blob/main/docs/mcp.md).\n\n## Related products\n\n| Product | What it does |\n| --- | --- |\n| [Perfex CRM](https://1.envato.market/mydata-crm) | The self-hosted CRM this node connects to |\n| [REST API module for Perfex CRM](https://codecanyon.net/item/rest-api-for-perfex-crm/25278359) | Adds the REST API, events webhooks, Swagger playground and Postman collection. **Required for this node** |\n| [Webhooks module for Perfex CRM](https://codecanyon.net/item/webhooks-module-for-perfex-crm/38350010) | Real-time webhooks for 14 CRM entity types, with lifecycle events |\n\n## Resources\n\n- [API documentation](https://perfexcrm.themesic.com/apiguide/)\n- [Code examples, Postman collection and OpenAPI spec](https://github.com/themesic/perfex-rest-api-examples)\n- [REST API module product page](https://themesic.com/product/rest-api-module-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications/)\n- [n8n community nodes documentation](https://docs.n8n.io/integrations/#community-nodes)\n- [Report an issue](https://github.com/themesic/n8n-nodes-perfex-crm/issues)\n\n## Support\n\nIssues with the node: [GitHub issues](https://github.com/themesic/n8n-nodes-perfex-crm/issues).\nQuestions about the REST API module: `info@themesic.com`, or the CodeCanyon item\ncomments.\n\n## Trademarks\n\nPerfex CRM is a trademark of its respective owner. This package is published by\nThemesic Interactive, author of the REST API module for Perfex CRM, and is not\naffiliated with or endorsed by n8n GmbH. Product links to CodeCanyon and Envato\nmay be affiliate links.\n\n## License\n\n[MIT](LICENSE.md)\n\n---\n\n**Keywords:** Perfex CRM n8n integration, Perfex CRM API, Perfex CRM automation,\nPerfex CRM REST API module, Perfex CRM webhooks, Perfex CRM MCP server, Perfex\nCRM AI agent, Perfex CRM knowledge base, Perfex CRM notes, Perfex CRM OpenAPI,\nPerfex CRM Zapier, Perfex CRM Make.com, self-hosted CRM automation, n8n community\nnode, n8n AI agent tool, CRM workflow automation.\n","readmeFilename":"README.md"}