Automate Perfex CRM with the rest of your stack. 19 resources, 162 operations, HMAC-verified webhook triggers, and a growing template gallery — all free on npm.
The node exposes every CRM resource as both an action (create / update / list / delete) and — where applicable — as a trigger.
Works with n8n Cloud, Docker, Kubernetes, or any self-hosted install.
# In your n8n install, run:
npm install n8n-nodes-perfexcrm
# Or in n8n Cloud:
# Settings → Community Nodes → Install → "n8n-nodes-perfexcrm"{
"baseUrl": "https://your-crm.example.com",
"apiKey": "pfx_xxxxxxxxxxxxxxxxxxxxxxxx"
}Generate the API key in Perfex admin → PerfexAPI module → API Keys. Scope it to the endpoints your workflow needs.
Search "Perfex" in the node picker. You'll see PerfexCRM (action) and PerfexCRM Trigger (webhook). Pick the resource and operation, connect it to the rest of your workflow, and hit Execute.
Starter workflows you can import into n8n and be running in under a minute.
Alert your sales channel the moment a new lead is captured. Includes lead source, assigned staff, and a CRM deep link.
Keep your books aligned. Every paid invoice creates a matching revenue entry in QuickBooks.
Watch ticket age and priority. If a P1 ticket has no reply in 30 minutes, page the on-call engineer.
Capture leads from Meta lead-ad campaigns and drop them straight into your Perfex pipeline with proper source tagging.
Every weekday at 9:00, send your finance team one email listing every overdue invoice with age, amount, and customer.
Create a matching Perfex invoice for every completed WooCommerce order, including tax, shipping, and line items.
Let an LLM classify incoming tickets, assign to the right team, and draft a first reply — human reviews before sending.
The PerfexCRM Trigger node creates a managed webhook on your Perfex install at workflow-activation time and tears it down when the workflow is disabled. You never need to register webhooks manually.
Every incoming request is verified with HMAC-SHA256 before the workflow executes — invalid requests are dropped with a 401. Latency from event → workflow start is typically under 200ms.
On the action side, the PerfexCRM node authenticates every call with the API key you configured in credentials, sent as an X-API-KEY header. Responses are parsed into JSON and handed to the next node unchanged — so you can pipe a created invoice straight into a Slack message, a Google Sheet row, or another node's input without writing transform code.
A simple example: creating a customer. Drag the PerfexCRM node, pick Customer → Create, fill in Company, Email, and Phone. The node calls POST /api/v1/customers with your payload and returns the new customer's ID and fields. Wire that output into a Slack node referencing {{$json.id}} and you have a two-node workflow that turns form submissions into CRM records with team notifications.
In n8n, open Settings → Community Nodes → Install, and type n8n-nodes-perfexcrm. Or run npm install n8n-nodes-perfexcrm in your n8n install.
Yes. The node is open source and free on npm. It requires a PerfexAPI module license on the Perfex CRM side (from $49 one-time).
All 19: customers, contacts, leads, invoices, estimates, proposals, projects, tasks, contracts, tickets, staff, expenses, payments, items, timesheets, notes, subscriptions, credit notes, and goals.
Yes. HMAC-SHA256 verification happens automatically on every incoming request.
Yes — Docker, VPS, Kubernetes, or n8n Cloud. The node works identically in all environments.
The node is free. PerfexAPI starts at $49 one-time. No subscriptions, no per-operation fees.