Perfex CRM + n8n — Free community node
Automate Perfex CRM with the rest of your stack. 21 resources, 181 operations, HMAC-verified webhook triggers, and a growing template gallery — all free on npm. Now a verified n8n community node — install it in one click, right from the n8n canvas, on n8n Cloud or self-hosted.
See it in action
Find the verified PerfexCRM node in n8n, install it in one click, and get 103 real-time triggers — in about ten seconds.
Every resource you need
The node exposes every CRM resource as both an action (create / update / list / delete) and — where applicable — as a trigger.
Install in 5 minutes
Works with n8n Cloud, Docker, Kubernetes, or any self-hosted install.
# In your n8n install, run:
npm install n8n-nodes-perfexcrm
# Verified node — also installable in one click on 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.
Verified by n8n · 181 actions · 103 real-time triggers — exactly what you will see in the node panel.
Workflow template gallery
Starter workflows you can import into n8n and be running in under a minute.
New Perfex lead → Slack notification
Alert your sales channel the moment a new lead is captured. Includes lead source, assigned staff, and a CRM deep link.
Invoice paid → QuickBooks journal entry
Keep your books aligned. Every paid invoice creates a matching revenue entry in QuickBooks.
Ticket SLA breach → PagerDuty
Watch ticket age and priority. If a P1 ticket has no reply in 30 minutes, page the on-call engineer.
Facebook lead ad → Perfex CRM
Capture leads from Meta lead-ad campaigns and drop them straight into your Perfex pipeline with proper source tagging.
Daily overdue invoice digest
Every weekday at 9:00, send your finance team one email listing every overdue invoice with age, amount, and customer.
WooCommerce order → Perfex invoice
Create a matching Perfex invoice for every completed WooCommerce order, including tax, shipping, and line items.
AI ticket triage with OpenAI
Let an LLM classify incoming tickets, assign to the right team, and draft a first reply — human reviews before sending.
How the Perfex CRM n8n integration works
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.
FAQ
Is the Perfex CRM n8n node verified?
Yes. n8n-nodes-perfexcrm is a verified n8n community node (v0.1.39). It's available on n8n Cloud and self-hosted, and installs in one click from the nodes panel on n8n v1.94+ — no manual npm setup. It covers 21 Perfex CRM resources and 181 operations with HMAC-SHA256 verified webhook triggers, and is free on npm under the MIT license.
How do I install the Perfex CRM n8n node?
In n8n, open Settings → Community Nodes → Install, and type n8n-nodes-perfexcrm. Or run npm install n8n-nodes-perfexcrm in your n8n install.
Is the Perfex CRM n8n node free?
Yes. The node is open source and free on npm. It requires a PerfexAPI module license on the Perfex CRM side (from $69 one-time).
Which resources are supported?
All 21: customers, contacts, leads, invoices, estimates, proposals, projects, tasks, contracts, tickets, staff, expenses, payments, items, timesheets, notes, subscriptions, credit notes, utility, knowledge base, and knowledge base groups.
Does the trigger verify webhook signatures?
Yes. HMAC-SHA256 verification happens automatically on every incoming request.
Can I self-host n8n?
Yes — n8n-nodes-perfexcrm is a verified n8n community node, so it works identically on self-hosted n8n (Docker, VPS, Kubernetes) as well as on n8n Cloud. 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.
Automate your Perfex CRM in n8n today
The node is free. PerfexAPI starts at $69 one-time. No subscriptions, no per-operation fees.