598 comments found.
Hi, this module support hooks? for example “after_invoice_added” hook can be trigger with API insert?
API module programmatically adds data to the database. You are probably looking forwrad for our other item, Webhooks Module for Perfex CRM
hi, it is not clear for me, API insert data but use the perfex models? or own model? in perfex models every insert has a do_hook action.
API module introduces its own model.
I dont see why use own model to add invoices/estimates if you can use core models. How do you trigger “after_invoice_added”?
Our module acts as an extension of the core controllers and models.
Perfex’s hooks are not monitoring the database, they are running after UI actions and APIs are supposed to run without accessing UI.
I want to raise a new invoice for a customer. I saw your documentation, but its asking to add “newitems” in the invoice. I actually dont want to add any items. I need to add some custom Text in invoice item and description. Like description will have a text “License valid till 20-12-2025”. Is it feasible?
Also found that invoice number is a mandatory field, can’t it just increment the highest value of the existing invoice number, like the way it do while adding using UI?
Please raise a support ticket within support area so our engineers can help you with your technical questions. Its sales here.
I have not purchased it yet. Just asking these questions out of your documentation.
Adding a new invoice will have an auto increment, respective number, assigned.
You can add custom text in the newitems array.
I have PerfexCRM API module but when i try to pull data from tasks API I get error: {status data were found”} But getting tasks is enbaled for that APIKEY
And when i put the task id number as query parameter then it return that specific task but it will not get all tasks from API
Im using Version 2.0.8
Hello.
Your account seems not a purchaser of our module.
Yes im working on a client Perfex account and facing this error even when sending requests via numerous other cloud servers as well as locally
Okay, please raise a support ticket from the account that you purchased our item – our engineers will help you.
I don’t think client knows how to or can access there purchase information, since I may be taking over this part of the project. Can I email you the client name and send proof of the plugin on their domain and dashboard?
Unfortunately, no.
The support process is specific. Please use support area in order to receive support.
In your document you mentioned you support only multipart-form type for data operations (POST/PUT).
But I have a tool that accept only json format application/json instead of Multi part?
You need to convert data before sending them to the API or implement a custom script that does it in API level – at the time that it receives the respective input.
That is pabbly connect tool, you can’t change their end, we have to change at our end, and there is no scope of convert data into application / json instead of multipart-form data
If you are having a limitation on the other side, you need to implement the customization locally, yes.
Changing accepted format is not a hard task for every developer, however its something that we do not offer as an option in the factory state of the module.
Hello,
I am experiencing an issue with the PerfexCRM API endpoint:
GET https://mydomain.pcomapi/tickets/4 Although the ticket with “id”: “4” appears in the response from GET /api/tickets, when I try to fetch its details by ID, the endpoint returns a 500 Internal Server Error. This prevents the frontend from displaying or updating the ticket details.
Could you please investigate and fix this issue? The endpoint should return the ticket details or a 404 Not Found if the ticket does not exist, but not a 500 error.
Thank you!
This 4 it’s example, but every ID of ticket, the same problem
That shall not happen. I just checked a local development copy and it works fine.
Please raise a support ticket within support area so our engineers can help you with your local issue.
Please add Notes in API. And Update de Documentation of API with every info.
Thanks for the suggestion. Noted.
Hello
Does this API have function Add/Register new user remotely, so that I can for example fetch data from one system into array/json and using those info create new Perfex user
Thank you
PS. If asnwer is YES, please point me to some example
Hello.
Please check item’s online documentation, it contains detailed examples of the requests for the endpoints you asked.
Our API supports both Customers and Contacts controllers of Perfex CRM.
api is disconnecting randomly – no solution found.
Hello.
Please raise a support ticket within the support portal, so our engineers can help you with your local issue.
Why do I need to mark “Expenses” to be able to list paymanet methods?
Hello.
Please raise your technical question inside support portal so our engineers can accurately answer it. Its sales here.
Hello, if I install zapier module uninstall this api module and viceversa if install api module uninstall zapier module. Why? Is this correct!
Hello.
Since modules share common library (API server requests) – its highly advised to keep only one of them, in order to avoid conflicts.
If you are seeking for manual automations creation, you can work with REST API module. If you want to use Zapier automations, working with Zapier module would be easier.
Hello, I have been following your projects for a long time and I have modules with you, my question is: Do you have plans to create a complete School Management module?
Thanks for your support.
At this time, there are no plans for such a module, due to low demanding.
Got it, thanks for the feedback.
is it possible to include comments in projects or tasks, register activities, notes, discussions and others?
All available endpoints and their parameters, can be found at the online documentation of our item > https://perfexcrm.themesic.com/apiguide/index.html
Hi there, you mentioned in an earlier comment that “Items are already there”. My need is to sync the products from Woocommerce dtabase to Perfex (named “Items”) so that I can make use of the products when I create proposals for example. Can I use this REST API plugin in order to import / sync the products to Perfex?
As you can see in the documentation of the item, we do support the following Items’ related endpoints:
Hello, I retrieve a customer. Customer has more than one invoice, what API end-point will show all customer invoices?
Since this is a theoritical technical question, if you are not able to verify it from the API documentation, I strongly suggest that you raise it as a support ticket, so our engineers can accurately answer it.
Hello, can you update your Documentation about add new Timesheets? Link: https://perfexcrm.themesic.com/apiguide/index.html#api-Timesheets-Add_New_Timesheet
Thank you
Done.
I would like to know if this supports connecting Perfex with a Biometrics machine for attendance that has a cloud app and api?
Yeap, you can connect everything, using our API endpoints. Many purchasers have achieved similar connections.
How do I reset the license?
Hello.
You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.
Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.
You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.
Hello, what is the difference between this Rest API module and the one labeled “Rest API for Customers”?
Hi, thank you for your question!
Perfex CRM has two main accessible areas:
- The Admin Backend, which this “REST API for Perfex CRM” module covers.
- The Client Frontend, which the “REST API for Customers” module covers.
Each module is focused on providing RESTful access to the respective user roles and data scopes.
Both “REST API for Perfex CRM” and “REST API for Customers” are modules developed by our team, but they are designed to serve different purposes and target different user roles within Perfex CRM.
1) REST API for Perfex CRM This is our main REST API module, designed for use with the admin (backend) area of Perfex CRM. It allows you to connect and automate various tasks related to staff-level resources, such as:
- Clients
- Invoices
- Projects
- Tasks
- Leads
- Custom modules
And much more…
It’s ideal for developers, automation platforms, and third-party integrations that need to interact with admin-level features and full CRM functionality.
2) REST API for Customers This module, on the other hand, is meant for use in the customer (frontend) area of Perfex CRM. It enables your customers (clients) to programmatically perform actions like:
View and manage their invoices
View estimates and proposals
Access tickets and announcements
And interact with data related only to their own account
It’s designed specifically for use cases where you want to allow clients to connect their own systems (e.g., portals, mobile apps) with their data in your Perfex CRM installation, without exposing or accessing internal staff/admin data.
I have purchased 3 licenses that are currently linked to 3 CRM instances. I want to remove one of them to affect another client. How can I find out which license is linked to a specific account?
We dont control such information – but you can flush your licenses using our licensing flush tool (located as a link, inside support portal)
