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

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

This module enables you to use REST API through your Perfex CRM. It includes a variety of useful commands in order to control your Perfex installation remotely, through third party applications.

The Perfex API operates over HTTPS and uses JSON as its data format. The API is a RESTful API and utilizes HTTP methods and HTTP status codes to specify requests and responses.

A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST. Our item contains a complete documentation – If you are unsure about your coding skills or you do not understand what exactly an API is, feel free to raise a comment with your specific question.

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

Available actions through API:

→ Add New Customer
→ Delete a Customer
→ List all Contacts of a Customer
→ Request customer information
→ Search Customer Information
→ Update a Customer

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

→ Add New invoice
→ Delete invoice
→ Request invoice information
→ Search invoice information
→ Update invoice

→ Add New Lead
→ Delete a Lead
→ Request lead information
→ Search Lead Information
→ Update a lead

→ Add New Milestone
→ Delete a Milestone
→ Request Milestones information
→ Search Milestones Information
→ Update a Milestone

→ Add New Project
→ Delete a Project
→ Request project information
→ Search Project Information
→ Update a project

→ Add New Staff
→ Delete a Staff
→ Request Staff information
→ Search Staff Information
→ Update a Staff

→ Add New Task
→ Delete a Task
→ Request Task information
→ Search Tasks Information
→ Update a task

→ Add New Ticket
→ Delete a Ticket
→ Request Ticket information
→ Search Ticket Information
→ Update a ticket

Custom Fields
→ Add Custom Fields
→ Delete Custom Fields
→ Request Custom Fields
→ Request Values of Custom Fields
→ Search custom field values’ information
→ Update Custom Fields

→ Add New Estimates
→ Delete Estimate
→ Request Estimate information
→ Search Estimate information
→ Update a estimate

Expense category
→ Request Expense category

→ Add Expense
→ Delete Expense
→ Request Expense information
→ Search Expenses information
→ Update a Expense

List Taxes
→ Request Taxes

Payment Mode
→ Request Payment Modes

→ List all Payments
→ Search Payments Information

→ Add New Proposals
→ Delete Proposal
→ Request Proposal information
→ Search proposals information
→ Update a proposal

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