REST API module for Perfex CRM – Connect your Perfex CRM with third party applications

REST API module for Perfex CRM - Connect your Perfex CRM with third party applications

Description

REST API module for Perfex CRM – Connect your Perfex CRM with third party applications

Note: This is a module for Perfex CRM.

Brief description

This module allows you to enable REST API functionality at your your Perfex CRM installation. It includes a variety of useful commands in order to control your Perfex installation remotely, build third party connections and access Perfex’s information in real-time!

Seamlessly integrate your CRM with third-party applications, automate processes, and revolutionize your workflow. With our API module, you can harness the true potential of a custom connection without the need for any additional custom work.

Perfex API operates over HTTP/HTTPS. It is a RESTful API which utilizes HTTP methods and HTTP status codes to specify requests and responses. It defines a set of functions which someone can perform requests and receive responses via HTTP protocol (GET / POST / DELETE / UPDATE etc.)

 

Documentation & Commands

Our REST API contains a complete documentation to help you build your own connections, however, if you are not familiar with APIs, its highly advised to consider hiring an expert for having your connections created.

Currently Available Endpoints of the API (please check Documentation for complete Request-Response examples):

  • Customers

    • Add New Customer
    • Delete a Customer
    • List All Contacts of a Customer
    • Request Customer Information
    • Search Customer Information
    • Update a Customer

  • Contacts

    • Add New Contact
    • Delete Contact
    • Request Contact Information
    • Search Contact Information
    • Update Contact Information

  • Invoices

    • Add New Invoice
    • Delete Invoice
    • Request Invoice Information
    • Search Invoice Information
    • Update an Invoice

  • Leads

    • Add New Lead
    • Delete a Lead
    • Request Lead Information
    • Search Lead Information
    • Update a Lead

  • Milestones

    • Add New Milestone
    • Delete a Milestone
    • Request Milestones Information
    • Search Milestones Information
    • Update a Milestone

  • Projects

    • Add New Project
    • Delete a Project
    • Request Project Information
    • Search Project Information
    • Update a Project

  • Payment Modes

    • Request Payment Modes

  • Taxes

    • List all Taxes

  • Staff Members

    • Add New Staff Member
    • Delete a Staff Member
    • Request Staff Information
    • Search Staff Information
    • Update a Staff Member

 

  • Custom Fields

    • Add New Custom Field
    • Delete a Custom Field
    • Request Custom Fields
    • Request Values of a Custom Field
    • Search Custom Field Values’ Information
    • Update Custom Fields

  • Estimates

    • Add New Estimate
    • Delete an Estimate
    • Request Estimate Information
    • Search Estimate Information
    • Update an estimate

  • Contracts

    • Add New Contract
    • Delete a Contract
    • Request Contract Information

  • Expenses

    • Add New Expense
    • Delete an Expense
    • Request Expense Information
    • Search Expenses Information
    • Update an Expense

  • Expense Categories

    • Request Expense category

  • Tasks

    • Add New Task
    • Delete a Task
    • Request Task Information
    • Search Tasks Information
    • Update a Task

  • Payments

    • List All Payments
    • Search Payments Information

  • Proposals

    • Add New Proposal
    • Delete Proposal
    • Request Proposal Information
    • Search Proposals Information
    • Update a Proposal

  • Timesheets

    • Add a New Timesheet
    • Delete a Timesheet
    • Request a Timesheet Information
    • Request Timesheets
    • Update a Timesheet

  • Subscriptions

    • Add a New Subscription
    • Delete a Subscription
    • Request a Subscription Information
    • Request Subscriptions
    • Update a Subscription

  • Calendar Events

    • Create a new Calendar Event
    • Delete a Calendar Event
    • Get All Calendar Events
    • Request Specific Event Information
    • Update a Calendar Event

  • Tickets

    • Add New Ticket
    • Delete a Ticket
    • Request Ticket Information
    • Search Ticket Information
    • Update a Ticket

 

 

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 7 days if a new version is released. We free support within 7 days.

2. After the purchase is confirmed, download links will be available for 7 days. If a license is required, please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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