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

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Description

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

Note: This is a module for Perfex CRM.

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!

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. It defines a set of functions which someone can perform requests and receive responses via HTTP protocol (GET / POST / DELETE / UPDATE etc.)

Our item 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):

- 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 an 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
- Request Payment Modes
- List all Taxes
- Add New Staff Member
- Delete a Staff Member
- Request Staff Information
- Search Staff Information
- Update a Staff Member

- 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
- Add New Estimate
- Delete an Estimate
- Request Estimate Information
- Search Estimate Information
- Update an estimate
- Add New Contract
- Delete a Contract
- Request Contract Information
- Add New Expense
- Delete an Expense
- Request Expense Information
- Search Expenses Information
- Update an Expense
- Request Expense category
- Add New Task
- Delete a Task
- Request Task Information
- Search Tasks Information
- Update a Task
- List All Payments
- Search Payments Information
- Add New Proposal
- Delete Proposal
- Request Proposal Information
- Search Proposals Information
- Update a Proposal
- Add New Ticket
- Delete a Ticket
- Request Ticket Information
- Search Ticket Information
- Update a Ticket