REST API module for Perfex CRM – Connect your Perfex CRM with third party applications
Note: This is a module for Perfex CRM.
REST API for Perfex
This module lets you allow REST API performance at your your Perfex CRM set up. It consists of a wide range of helpful instructions with the intention to management your Perfex set up remotely, construct third party connections and entry Perfex’s info in actual-time!
Seamlessly combine your CRM with third-party applications, automate processes, and revolutionize your workflow. With our API module, you’ll be able to harness the true potential of a customized connection with out the necessity for any further customized work.
Perfex API operates over HTTP/HTTPS. It is a RESTful API which makes use of HTTP strategies and HTTP standing codes to specify requests and responses. It defines a set of capabilities which somebody can carry out requests and obtain responses by way of HTTP protocol (GET / POST / DELETE / UPDATE and many others.)
Documentation & Commands
Our REST API incorporates a complete documentation that can assist you construct your personal connections, nevertheless, if you’re not acquainted with APIs, its extremely suggested to think about hiring an skilled for having your connections created.
Currently Available Endpoints of the API (please verify Documentation for full Request-Response examples):
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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 class
- Request Expense class
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 brand 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
Attachments assist
- Leads
- Contracts
- Projects
- Tasks
- Tickets
- Expenses
Unlimited Integrations
Our REST API module empowers you to:
Automate Workflows: Connect Perfex CRM with different instruments, akin to accounting software program, mission administration platforms, or e-mail advertising programs. Streamline your operations and get rid of guide knowledge entry by automating knowledge synchronization, creating new leads, updating contact particulars, and extra.
Extend Functionality: Enhance the capabilities of your CRM by integrating it with exterior applications. Leverage further options, akin to geolocation, SMS notifications, fee gateways, or every other service that your enterprise depends on. Our Rest API Module lets you create a tailor-made CRM expertise that completely suits your distinctive necessities.
Improve Efficiency: Say goodbye to siloed programs and duplicate efforts. Our Rest API Module allows seamless knowledge circulate between Perfex CRM and different platforms, making certain correct and up-to-date info throughout all your built-in instruments. This integration eliminates knowledge inconsistencies, reduces guide errors, and boosts general operational effectivity.
Foster Collaboration: Connect Perfex CRM with collaboration instruments, akin to mission administration or workforce communication platforms, to foster higher collaboration inside your group. Share CRM knowledge with related workforce members, sync job progress, and keep a centralized hub for all your enterprise operations.
Drive Business Growth: By leveraging the facility of our Rest API Module, you’ll be able to create a unified ecosystem of applications that work collectively harmoniously. This integration allows you to make knowledge-pushed selections, ship distinctive buyer experiences, and drive enterprise progress with elevated productiveness and streamlined processes.
Check out under, a pattern connection with Zapier, beneath a contributed video of a buyer:
Our API is an entire API service for Perfex CRM installations, with which, you’ll be able to implement your personal third party service connections (Zapier, IFTTT, and each different service on the market!).
Possibilities are actually limitless – the one prerequisite is that you’re acquainted with REST APIs. In case you’re not sure about the way in which your customized connection must be achieved, its extremely suggested to think about hiring an skilled for it, as assist for this merchandise is proscribed at its performance working state and in keeping with CodeCanyon’s support policy.
Custom Modules’ Data Support
If you’re looking for an API to deal with your customized modules and tables’ knowledge, you’ll be able to take a look at our GraphQL API module for Perfex CRM
Support
It takes solely just a few seconds to be put in, activated and have a completely working API for Perfex.
If you’ve gotten any questions, be at liberty to lift a assist ticket at our support area.
Guys from assist division will get again to you as quickly as attainable with a reply.
Version 2.0.7
-Attachment add perform added for Leads/Contracts/Projects/Tasks/Tickets/Expenses
Version 2.0.6
-Lead controller enhancements
Version 2.0.5
-Added assist for Subscriptions
Version 2.0.4
-Added assist for Timesheets
Version 2.0.3
-Added assist for Calendar Events
Version 2.0.2
-Compatibility repair for PHP8.2.x
Version 2.0.1
-Added permissions characteristic for API tokens
Version 2.0
-Added assist for Contracts -Ensuring compatibility with PHP 8 -Minimum PHP model required: 7.4 -Documentation up to date
Version 1.0.3a
-Small changes at API mannequin
Version 1.0.3
-Added assist for Estimates -Added assist for Expenses -Added assist for Taxes -Added assist for Payments -Added assist for Payment strategies -Added assist for Proposals
Version 1.0.2
-Added assist for Custom Fields, for all controllers -Added additional Custom Fields controller with the intention to deal with obtainable info individually -Documentation replace for Custom Fields -Fixed minor situation at Contacts controller, inflicting contacts' knowledge not being totally parsed -Fixed minor situation at Tasks controller, inflicting is_public attribute to not be lively when requested -Fixed expiration date not displaying at Edit API key display screen (admin space)
Version 1.0.1
-Fixed verified bug, inflicting lastname to be empty throughout PUT(replace) of a employees member
Version 1.0.0
-Support for Invoices (Add,Delete,Request,Search,Update) -Support for Contacts (Add,Delete,Request,Search,Update) -New command for Customers (List all contacts of a buyer)
Version 0.5
-Ensuring compatibility with newest model of Perfex CRM
Version 0.4
-JWT token enhancements
Version 0.3
-JWT safety enhancements
Version 0.2
-Minor bugfixes in Delete Lead command
Version 0.1
-Initial model (1.0x), totally suitable with the newest model of Perfex CRM and PHP 7.2/PHP 7.3
