REST API module for Perfex CRM v2.0.7 - Connect your Perfex CRM with third party applications

REST API module for Perfex CRM v2.0.7 - Connect your Perfex CRM with third party applications

REST API for Perfex

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.)

Currently Available Endpoints of the API:

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

• Attachments support

• Leads

• Contracts

• Projects

• Tasks

• Tickets

• Expenses

View File