{"id":2744,"date":"2022-01-17T04:35:04","date_gmt":"2022-01-17T04:35:04","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/17\/rest-api-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications\/"},"modified":"2022-01-17T04:35:04","modified_gmt":"2022-01-17T04:35:04","slug":"rest-api-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/17\/rest-api-for-perfex-crm-connect-your-perfex-crm-with-third-party-applications\/","title":{"rendered":"REST API for Perfex CRM – Connect your Perfex CRM with third party applications"},"content":{"rendered":"<\/a>\n

LIVE PREVIEW<\/a>BUY FOR $49<\/a><\/p>\n

<\/p>\n

Note:<\/strong> This is a module<\/strong> for Perfex CRM<\/a><\/strong>.<\/p>\n

Brief description<\/h2>\n

This module enables you to use REST API<\/strong> through your Perfex CRM<\/strong>.
It includes a variety of useful commands in order to control your Perfex installation remotely, through third party applications.<\/p>\n

The Perfex API<\/strong> operates over HTTPS<\/strong> and uses JSON<\/strong> as its data format. The API is a RESTful API<\/strong> and utilizes HTTP methods and HTTP status codes<\/strong> to specify requests and responses.<\/p>\n

A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST.
Our item contains a complete documentation<\/a> – If you are unsure about your coding skills or you do not understand what exactly an API is, feel free to raise a comment with your specific question.<\/p>\n

Documentation & Commands<\/h2>\n

This is a complete API service for Perfex installations, with which, you can implement your own third party service connections.<\/p>\n

\"REST<\/a><\/p>\n

\nKeys Management Screenshot:<\/p>\n

\"REST<\/p>\n

Sample request\/response:
\"REST<\/p>\n

Available actions through API:<\/strong><\/p>\n

Customers<\/strong>
\n\u2192 Add New Customer
\n\u2192 Delete a Customer
\n\u2192 List all Contacts of a Customer
\n\u2192 Request customer information
\n\u2192 Search Customer Information
\n\u2192 Update a Customer<\/p>\n

Contacts<\/strong>
\n\u2192 Add New Contact
\n\u2192 Delete Contact
\n\u2192 Request Contact Information
\n\u2192 Search Contact Information
\n\u2192 Update Contact Information<\/p>\n

Invoices<\/strong>
\n\u2192 Add New invoice
\n\u2192 Delete invoice
\n\u2192 Request invoice information
\n\u2192 Search invoice information
\n\u2192 Update invoice<\/p>\n

Leads<\/strong>
\n\u2192 Add New Lead
\n\u2192 Delete a Lead
\n\u2192 Request lead information
\n\u2192 Search Lead Information
\n\u2192 Update a lead<\/p>\n

Milestones<\/strong>
\n\u2192 Add New Milestone
\n\u2192 Delete a Milestone
\n\u2192 Request Milestones information
\n\u2192 Search Milestones Information
\n\u2192 Update a Milestone<\/p>\n

Projects<\/strong>
\n\u2192 Add New Project
\n\u2192 Delete a Project
\n\u2192 Request project information
\n\u2192 Search Project Information
\n\u2192 Update a project<\/p>\n

Staff<\/strong>
\n\u2192 Add New Staff
\n\u2192 Delete a Staff
\n\u2192 Request Staff information
\n\u2192 Search Staff Information
\n\u2192 Update a Staff<\/p>\n

Tasks<\/strong>
\n\u2192 Add New Task
\n\u2192 Delete a Task
\n\u2192 Request Task information
\n\u2192 Search Tasks Information
\n\u2192 Update a task<\/p>\n

Tickets<\/strong>
\n\u2192 Add New Ticket
\n\u2192 Delete a Ticket
\n\u2192 Request Ticket information
\n\u2192 Search Ticket Information
\n\u2192 Update a ticket<\/p>\n

Custom Fields<\/strong>
\n\u2192 Add Custom Fields
\n\u2192 Delete Custom Fields
\n\u2192 Request Custom Fields
\n\u2192 Request Values of Custom Fields
\n\u2192 Search custom field values’ information
\n\u2192 Update Custom Fields<\/p>\n

Estimates<\/strong>
\n\u2192 Add New Estimates
\n\u2192 Delete Estimate
\n\u2192 Request Estimate information
\n\u2192 Search Estimate information
\n\u2192 Update a estimate<\/p>\n

Expense category<\/strong>
\n\u2192 Request Expense category<\/p>\n

Expenses<\/strong>
\n\u2192 Add Expense
\n\u2192 Delete Expense
\n\u2192 Request Expense information
\n\u2192 Search Expenses information
\n\u2192 Update a Expense<\/p>\n

List Taxes<\/strong>
\n\u2192 Request Taxes<\/p>\n

Payment Mode<\/strong>
\n\u2192 Request Payment Modes<\/p>\n

Payments<\/strong>
\n\u2192 List all Payments
\n\u2192 Search Payments Information<\/p>\n

Proposals<\/strong>
\n\u2192 Add New Proposals
\n\u2192 Delete Proposal
\n\u2192 Request Proposal information
\n\u2192 Search proposals information
\n\u2192 Update a proposal<\/p>\n

\"REST
\n
\n\"REST<\/a><\/p>\n

Support<\/h2>\n

It takes only a few seconds<\/strong> to be installed, activated and have a fully working API for Perfex.<\/p>\n

If you have any questions, feel free to raise a support ticket at our support area<\/a>.
Guys from support department will get back to you as soon as possible with a reply.<\/p>\n

\"REST<\/a>\"REST<\/a><\/p>\n

\"REST<\/p>\n

\"REST
\n<\/p>\n

Version 1.0.3a<\/strong><\/p>\n

\n-Small adjustments at API model\n<\/pre>\n
Version 1.0.3<\/strong><\/p>\n
\n-Added support for Estimates\n-Added support for Expenses\n-Added support for Taxes\n-Added support for Payments\n-Added support for Payment methods\n-Added support for Proposals\n<\/pre>\n
Version 1.0.2<\/strong><\/p>\n
\n-Added support for Custom Fields, for all controllers\n-Added extra Custom Fields controller in order to handle available information separately\n-Documentation update for Custom Fields\n-Fixed minor issue at Contacts controller, causing contacts' data not being fully parsed\n-Fixed minor issue at Tasks controller, causing is_public attribute not to be active when requested\n-Fixed expiration date not showing at Edit API key screen (admin area)\n<\/pre>\n
Version 1.0.1<\/strong><\/p>\n
\n-Fixed verified bug, causing lastname to be empty during PUT(update) of a staff member\n<\/pre>\n
Version 1.0.0<\/strong><\/p>\n
\n-Support for Invoices (Add,Delete,Request,Search,Update)\n-Support for Contacts (Add,Delete,Request,Search,Update)\n-New command for Customers (List all contacts of a customer)\n<\/pre>\n
Version 0.5<\/strong><\/p>\n
\n-Ensuring compatibility with latest version of Perfex CRM\n<\/pre>\n
Version 0.4<\/strong><\/p>\n
\n-JWT token enhancements\n<\/pre>\n
Version 0.3<\/strong><\/p>\n
\n-JWT security enhancements\n<\/pre>\n
Version 0.2<\/strong><\/p>\n
\n-Minor bugfixes in Delete Lead command\n<\/pre>\n
Version 0.1<\/strong><\/p>\n
\n-Initial version (1.0x), fully compatible with the latest version of Perfex CRM and PHP 7.2\/PHP 7.3\n<\/pre>\n