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

Description

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 Attachments support Leads Contracts Projects Tasks Tickets Expenses Unlimited Integrations Our REST API module empowers you to Automate Workflows Connect Perfex CRM with other tools such as accounting software project management platforms or email marketing systems Streamline your operations and eliminate manual data entry by automating data synchronization creating new leads updating contact details and more Extend Functionality Enhance the capabilities of your CRM by integrating it with external applications Leverage additional features such as geolocation SMS notifications payment gateways or any other service that your business relies on Our Rest API Module allows you to create a tailored CRM experience that perfectly fits your unique requirements Improve Efficiency Say goodbye to siloed systems and duplicate efforts Our Rest API Module enables seamless data flow between Perfex CRM and other platforms ensuring accurate and up-to-date information across all your integrated tools This integration eliminates data inconsistencies reduces manual errors and boosts overall operational efficiency Foster Collaboration Connect Perfex CRM with collaboration tools such as project management or team communication platforms to foster better collaboration within your organization Share CRM data with relevant team members sync task progress and maintain a centralized hub for all your business operations Drive Business Growth By leveraging the power of our Rest API Module you can create a unified ecosystem of applications that work together harmoniously This integration enables you to make data-driven decisions deliver exceptional customer experiences and drive business growth with increased productivity and streamlined processes Check out below a sample connection with Zapier under a contributed video of a customer Our API is a complete API service for Perfex CRM installations with which you can implement your own third party service connections Zapier IFTTT and every other service out there Possibilities are really unlimited the only prerequisite is that you are familiar with REST APIs In case you are unsure about the way your custom connection has to be done its highly advised to consider hiring an expert for it as support for this item is limited at its functionality working state and according to CodeCanyon s support policy Support It takes only a few seconds to be installed activated and have a fully working API for Perfex If you have any questions feel free to raise a support ticket at our support area Guys from support department will get back to you as soon as possible with a reply Version 2 0 7 -Attachment upload function added for Leads Contracts Projects Tasks Tickets Expenses Version 2 0 6 -Lead controller enhancements Version 2 0 5 -Added support for Subscriptions Version 2 0 4 -Added support for Timesheets Version 2 0 3 -Added support for Calendar Events Version 2 0 2 -Compatibility fix for PHP8 2 x Version 2 0 1 -Added permissions feature for API tokens Version 2 0 -Added support for Contracts -Ensuring compatibility with PHP 8 -Minimum PHP version required 7 4 -Documentation updated Version 1 0 3a -Small adjustments at API model Version 1 0 3 -Added support for Estimates -Added support for Expenses -Added support for Taxes -Added support for Payments -Added support for Payment methods -Added support for Proposals Version 1 0 2 -Added support for Custom Fields for all controllers -Added extra Custom Fields controller in order to handle available information separately -Documentation update for Custom Fields -Fixed minor issue at Contacts controller causing contacts data not being fully parsed -Fixed minor issue at Tasks controller causing is_public attribute not to be active when requested -Fixed expiration date not showing at Edit API key screen admin area Version 1 0 1 -Fixed verified bug causing lastname to be empty during PUT update of a staff 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 customer Version 0 5 -Ensuring compatibility with latest version of Perfex CRM Version 0 4 -JWT token enhancements Version 0 3 -JWT security enhancements Version 0 2 -Minor bugfixes in Delete Lead command Version 0 1 -Initial version 1 0x fully compatible with the latest version of Perfex CRM and PHP 7 2 PHP 7 3