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Discussion on REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps

Discussion on REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps

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113 comments found.

How can the API also be used by Clients restricted to client methods?

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$ ?!

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.

Thanks for your kind words mate. Cheers!

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.

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