Preview: REST API for Perfex Customers
Be aware: It is a module for Perfex CRM.
Table of Contents
Temporary description
The final word module designed to boost the performance of your Perfex CRM by connecting Customers Space with actually EVERY third celebration software on the market.
Seamlessly integrating along with your CRM system, this highly effective Customers REST API module unlocks an entire new world of potentialities, enabling you to effortlessly work together with key endpoints and capabilities.
With our Customers REST API module, now you can streamline your processes and empower your CRM expertise like by no means earlier than. From easy duties reminiscent of person log-ins and registrations to managing information base articles, proposals, estimates, contracts, tickets, invoices, and tasks, this module has acquired you coated.
Say goodbye to guide knowledge entry and tedious administrative duties. Our REST API module ensures a clean and environment friendly workflow, enabling you to save lots of time and deal with what issues most – nurturing buyer relationships and driving enterprise development.
Unlock the complete potential of your Perfex CRM with our module and revolutionize the best way you work together along with your CRM system. Expertise the facility of automation, effectivity, and seamless integration in the present day!
Documentation & Instructions
Obtainable actions by way of API:
Generic
→ Buyer Log In utilizing token
→ Buyer Registration
Tasks
→ Get Buyer Tasks Checklist
→ Get Particular Undertaking Information
→ Get Undertaking Discussions
→ Get Particular Undertaking Dialogue Particulars
→ Get Information of a Sepcific Undertaking Tab
→ Add a Undertaking’s Process
→ Replace a Undertaking’s Process
Invoices
→ Get All Invoices of the Shopper
→ Get a Particular Bill’s Particulars
Estimates
→ Get All Estimates of the Shopper
→ Get a Particular Estimate’s Particulars
Proposals
→ Get All Proposals of the Shopper
→ Get a Particular Proposal’s Particulars
→ Add a remark for a Particular Proposal
Contracts
→ Get All Contracts of the Shopper
→ Get a Particular Contract’s Particulars
→ Add a remark for a Particular Contract
Tickets
→ Get All Tickets of the Shopper
→ Get a Particular Ticket’s Particulars
Information Base
→ Get All KB teams
→ Get Articles Checklist of a KB group
→ Get Information of a selected Article & Associated Articles
Set up/Help
It takes solely a couple of seconds to be put in, activated and have a completely working Customers API for Perfex.
You possibly can set up our module by going to Perfex CRM Settings -> Modules -> Add and add the zip file downloaded from CodeCanyon. Activate the module on the subsequent step and you can be all set!
You probably have any questions, be happy to lift a help ticket at our support area.
Guys from help division will get again to you as quickly as attainable with a reply.
Model 1.0
-Preliminary model
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