115 comments found.
Hi, I was thinking of having a proposal made outside say in WordPress, and a button says accept or reject. If client accept it will trigger, “make a client” in Rise CRM, and create project, and send a pro forma invoice, or deposit payment. Will it be possible to convert leads to “make client” similar in Rise CRM? I can figure out how to deal with this later 
just want to know if this commands/endpoints/parameters for my use case is supported – you might know better 
Thanks!
Hello.
Please browse API’s available endpoints and parameters with the help of the developer who will buils this custom connection and verify that they do fit your needs.
Whatever is included in the documentation, is what you will get as a commandset.
Since there are zillions of available customizations out there, we cannot advise on such custom requests, as they wont be implemented by us.
API guide (https://risecrm.themesic.com/apiguide/index.html) not present in plugin ?? It would be interesting when installing the plugin to also install the guide inside.
Documentation is hosted in the link you provided, so it can be controllable and up-to-date upon every new version rollout.
How can the API also be used by Clients restricted to client methods?
You can generate an API key for a specific client (or clients) and have it shared with your client(s) if you wish.
Thats good. How can I restrict some methods from clients I have given API?
Restriction is applied per tokens, not per available endpoints. But if you have such custom request, it wont be hard to be implemented, using custom development.
If we can restrict and allow only specific methods from admin panel that is good we can buy right away.
Can you please share a screenshot of that in admin panel?
As mentioner earlier, the custom restriction feature you required can be achieved with custom development (like every other custom / specific need not included in the current version of the plugin.
All available admin areas are already included in screenshots.
Hi – is task creation and update on the cards for future dev or not at all ? This would be a core usage requirement for our needs ?
Thank you for the suggestion. We will consider adding this feature, in case a big volume of identical requests arise.
Hi, is there a plan to support custom fields?
Of course. Upon a great volume of identical requests, we will consider adding this support to the item’s development roadmap.
Hi, useful code. I’m just not sure if the extended license price is right! is it 3000$ ?!
Thank you.
Yes, extended license affects SaaS installations and can be used to unlimited end-installations. If you do plan to use it in more than 100 installations, extended license will be more affordable than purchasing single ones
I see your point but still 3000 is to much. The main application extended license is 1000.
Whats your specific need for this extended license? Are you looking forward to create a mobile app for RISE for example?
Feel free to contact us through our profile’s contact form in order to discuss about your specific needs.
No not a mobile app. We want to automate creating clients through an script. We won’t publish it anywhere but we need more than 1 installation (only on our server only selling in 1 country).
For this case, purchasing multiple single licenses would be the best choice.
Congratulations, Good luck & Nice work
Thank you for your kind words!
Do you have flutter mobile app for Rise CRM
Hello.
No, but you can build one, using our API
does it support outbound event? for example when a tax is assigned in the platform, send a JSON event with data to a webhook (URL) etc?
All available commands of the API can br found in the documentation page with detailed request-response examples.
An API is supposed to provide available endpoints which will access the corresponding models, with which you can build automations as per your custom and specific requirements.
Congrats! Useful item, seems that it will start a small community around RISE CRM.
Cheers
Congratulations, Good luck with sales!
Thank you mate! Cheers!
Sorry, does your api provide task information and update? Thanks
All available commands/endpoints/parameters supported in the current version, can be found here with complete request-response examples.
Currently supported:
Leads
POST Add New Lead
DEL Delete a Lead
GET List all leads information
GET Search Leads Information
PUT Update a Lead
Clients
POST Add New Client
DEL Delete a Client
GET List all Clients information
GET Search Client Information
PUT Update a Client
Projects
POST Add New Project
DEL Delete a Project
GET List all Project Information
GET Search Project information
PUT Update a Project
Miscellaneous
GET List Client Groups
GET List Contact by ClientID
GET List Invoice Labels
GET List Invoice Taxes
GET List Project Labels
GET List Project Members
GET List Staff owner
GET List Ticket Labels
GET List Ticket Types
do you have a step by step instruction how to connect to zapier?
Hello.
No, we dont provide guides for all available services out there, however, all needed commands by our API do exist there, so integration can occur in multiple endpoints.
Ok but if I buy it will you guys help me connect it to zapier ?? Or do custom work
Hello.
We do offer the API only – we are not able to provide custom connection services to third party services (they are dozens out there) – however, all available commands are there for you, served by our API
Hi, great it would be great if add staff methods, can we improve and create mobile app with regular licence?
Hello.
Thanks – noted. An update is already on its way, supporting Tickets and Invoices for the moment, as per wider audience’s needs.
I’m not sure what you mean ‘improve’ – you can still create a mobile app for internal usage with a regular license, but you will need an extended license in order to create SaaS services.
