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

Description

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

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):

• 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