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

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

    • Add New Payment
    • 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
  • Tasks
  • 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