Perfex CRM node

Feature Requests Nodes
1

It would be great to have a node for this open source crm.

2

Welcome to the community @zerog

Can you please tell us what functionality you would require exactly? Just to be sure that if this node gets created it does already what you need it to do.

And do not forget to upvote the feature request.

1 Like
3

Add, delete, request, update customers, contacts, invoices, leads, expenses, contracts and estimates just to name a few. It has many features but this can be a starting point.

Thanks for replying.

1 Like
4

I would also like n8n to have a Perfex module with the possibility of registering leads, customers, invoices, payments, among other options that exist in CRM.

Eu também gostaria que o n8n tivesse um módulo do Perfex com possibilidade de cadastrar leads, clientes, faturas, pagamentos, entre outras opções que existem no CRM.

5

Is Perfex Open Source ?

I upvote this node :fire:

2 Likes
6

Hi team,

Any update on this? I don’t see any Perfex CRM nodes yet!

Cheers

7

Yes! Perfex CRM is Open Source.

8

Is there a public license link?

1 Like
9

I believe Perfex is not Open Source:

1 Like
10

tbm tenho interesse nesse node

11

I also vote for this node! This CRM has many active installations.

12

Tenho interesse nesse nĂł

13

hi N8N Team,
it can be a good move if you can add new Node ( Perfex CRM) . Prefex CRM has a good userbase.

1 Like
14

also vote for it!

15

Ainda sem ? Voto a favor, o zapier já adotou…

16

Fiz um mĂłdulo, nos prĂłximos meses pretendo englobar mais recursos do perfex : https://www.npmjs.com/package/n8n-nodes-perfexcrm-api

1 Like
17

Quick update for anyone still following this thread — there’s now a verified n8n community node for Perfex CRM. (Nice to see other options appearing here too; the main practical difference with this one is that it’s verified by n8n.)

Package: n8n-nodes-perfexcrm (note: no “-api” suffix) npm: https://www.npmjs.com/package/n8n-nodes-perfexcrm GitHub: https://github.com/OBSTechnologies/n8n-nodes-perfexcrm Setup guide: https://perfexapi.com/n8n

It covers 19 Perfex CRM resources, 171 actions, and 99 real-time webhook triggers — customers, contacts, leads, invoices, estimates, projects, tasks, tickets, payments, expenses, and the full set of CRM events.

Because it’s verified by n8n, you can install it in one click straight from the nodes panel — on n8n Cloud as well as self-hosted. The node itself is free and MIT; it talks to the PerfexCRM API & Webhooks module on the Perfex side (that’s what exposes the REST API + webhooks, since stock Perfex doesn’t ship one).

Full disclosure: I’m the maintainer of both. Happy to help if anyone gets stuck wiring up a specific workflow — drop your use case and I’ll sketch it.