Notice: This can be a module for Perfex CRM.
Prospects API for Perfex CRM
The final word module designed to reinforce the performance of your Perfex CRM by connecting Prospects Space with actually EVERY third social gathering software on the market.
Seamlessly integrating along with your CRM system, this highly effective Prospects REST API module unlocks an entire new world of prospects, enabling you to effortlessly work together with key endpoints and features.
With our Prospects REST API module, now you can streamline your processes and empower your CRM expertise like by no means earlier than. From easy duties resembling person log-ins and registrations to managing data base articles, proposals, estimates, contracts, tickets, invoices, and tasks, this module has bought you lined.
Say goodbye to guide information entry and tedious administrative duties. Our REST API module ensures a clean and environment friendly workflow, enabling you to avoid wasting time and concentrate on what issues most – nurturing buyer relationships and driving enterprise progress.
Unlock the complete potential of your Perfex CRM with our module and revolutionize the way in which you work together along with your CRM system. Expertise the ability of automation, effectivity, and seamless integration at this time!
Documentation & Instructions
Accessible actions by API:
Generic
→ Buyer Log In utilizing token
→ Buyer Registration
Tasks
→ Get Buyer Tasks Checklist
→ Get Particular Undertaking Data
→ Get Undertaking Discussions
→ Get Particular Undertaking Dialogue Particulars
→ Get Information of a Sepcific Undertaking Tab
→ Add a Undertaking’s Activity
→ Replace a Undertaking’s Activity
Invoices
→ Get All Invoices of the Consumer
→ Get a Particular Bill’s Particulars
Estimates
→ Get All Estimates of the Consumer
→ Get a Particular Estimate’s Particulars
Proposals
→ Get All Proposals of the Consumer
→ Get a Particular Proposal’s Particulars
→ Add a remark for a Particular Proposal
Contracts
→ Get All Contracts of the Consumer
→ Get a Particular Contract’s Particulars
→ Add a remark for a Particular Contract
Tickets
→ Get All Tickets of the Consumer
→ Get a Particular Ticket’s Particulars
Data Base
→ Get All KB teams
→ Get Articles Checklist of a KB group
→ Get Data of a selected Article & Associated Articles
Set up/Assist
It takes solely a couple of seconds to be put in, activated and have a totally working Prospects API for Perfex.
You may 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’ll be all set!
When you’ve got 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 doable with a reply.
Model 1.0.1
-Enhancements
Model 1.0
-Preliminary model
