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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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115 comments found.

Roms09

Roms09 Purchased

Hello,

I purchased the “REST API Plugin for RISE CRM” on CodeCanyon.

When I try to activate it on my Rise CRM installation, it says the license is already used/activated elsewhere, but I no longer have an active installation using it.

Could you please reset the license activation on your side so I can use it again on my current site?

Purchase code: (insère ta clé ici) Envato username: (ton username) Item: REST API Plugin for RISE CRM

Thank you!

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.

Roms09

Roms09 Purchased

Thanks for response

Roms09

Roms09 Purchased

Hello, I need to reset my REST API plugin license for RISE CRM because it thinks it’s already used. Could you reset it so I can activate it on my site?

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.

Hi there, just wanted to check if this covers expenses module ?

The REST API module supports exactly what is listed in its documentation, which includes the core Perfex CRM features and endpoints. It does not extend to third party modules or custom addons, including any expenses functionality that is not part of the Perfex core itself.

If you need API access to database tables created by third party modules or custom modules, you can achieve that through our other product, the GraphQL API module, which is designed specifically for full database coverage: https://codecanyon.net/item/perfex-graphql-api-query-all-crms-data-including-custom-modules/54869954

Hi there, thank you for the response. My query was directed towards your RISE API product not Perfex.

RISE CRM does have an expense section inbuilt. Just want to check if that’s available via your RISE API add-on. Thanks.

Hello and sorry for this misunderstanding. Previous operator did that, as you mentioned “modules” which the official term for extensions of Perfex CRM, instead of “plugins” for RISE CRM.

Expenses controller is not something our plugin adds as a functionality – the purpose of our plugin is limited in serving core’s features.

what is the api route and docs setup pages? route/apiguide/index.html is 404

Documentation’s link can be found in item’s salespage.

not working with 3.9.4 mysite.com/api is returning 404

Hello.

Please raise a support ticket within the support portal – that sounds like a technical issue and its sales here.

Are there plans to integrate more into this? Meaning, having other modules.

Yeap, they should work just fine. Did we get your query in a correct way or did you mean something else?

Sorry, this might just be me wanting to make sure. So even though Tasks aren’t listed there, the same principal should apply, and I should be able to use it with this API?

All currently supported endpoints can be found in the online documentation of the item, along with their parameters. What’s not listed there shall not be considered as included in the current version.

The plugin disables itself and doesn’t reactivate.

I can confirm that shall not happen, unless you are facing technical issues. Please raise a support ticket within the support portal, so our engineers can help you.

getting 500 error when trying to install the latest update in the latest Rise build

No it doesnt. Please raise a support ticket within support area so our engineers can help you with your local issue.

Yes it does.

We’ve just tested a fresh install of the latest RISE version along with the latest update of our module, and we were not able to reproduce any errors on our end, everything works as expected.

Please note that according to the Envato Market support policy (as outlined in the Support tab of this item), technical support is provided exclusively through our official support portal. The comments section is intended for general presale or sales-related questions and not for troubleshooting or support requests.

It appears that your support period has expired, which is why you’re unable to open a support ticket. If you’d like us to assist you further, we kindly ask you to consider renewing your support. This ensures we can investigate the issue properly in your environment and provide personalized help through the proper channel.

Hi Team, is there a way to create and retrieve tasks? This is really important. I’ve seen past messages from users requesting this feature. Is it in the works or hasn’t it developed?

All currently supported endpoints/parameters can be found in the online documentation. While there are many things in WIP – whats not included there shall not be considered as offered.

Can we send data to Leads custom fields? I have a custom field with ID: custom_field_5

You can use all currently available endpoints included in the documentation of the item.

If you need specific guidance, kindly raise a support ticket within the support portal, so our engineers can answer your technical question accurately.

Why do you guys keep deactivating my plugin? I have revoked the previous site using your tool and used on a new url, but it still says it is deactivated. Dont you think you are responsible to inform me, my client is very upset becuase of this action? Are you forcing me to buy support?

We dont control license keys generated by envato and obviously we dont deactivate products, as there’s no such feasible action in the code.

We are also happy to assist you about licensing move issues without purchasing support, thats why our licensing flush tool is available to you, no matter if your support period has expired.

Can you help me resolve why I am getting this message as I do not have license key in use anywhere else?

Error when trying to activate plugin – “License key is being used. Visit Support Portal to reset it.”

Message is clear enough.

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.

This worked. Thank you for your support and prompt response.

Great.

Please spend a minute rating our item and the honest experience you had with us – that will help us continue providing the same level of support.

Hello, can i trigger events from RISE CRM to external services (like N8N) using REST API plugin? because Webhooks plugin makes it easy, but the issue is that i want to process the response data from external services, and webhooks offers one way communication,

Exactly.

so if i want to trigger an automation process on external services (such as N8N) i will need to work with webhooks ? rest api plugin will not proceed ?

To trigger automation from RISE CRM to external services, Webhooks are indeed the best and simplest option, they’re specifically built to push data to external systems when specific events happen (e.g., new task, updated invoice, etc.). But you can also work with REST API plugin (I already described how this can be done).

However, if your external service (like n8n) needs to process the data and respond before you take further action in RISE CRM, for example, validating something, enriching data, or conditionally performing actions, then Webhooks alone won’t be enough due to their one-way nature.

That’s where the REST API plugin comes in.

To clarify:

- Webhooks plugin: Sends data out from RISE CRM when an event happens — ideal for real-time triggers.

- REST API plugin: Allows external systems to connect to RISE CRM, read or modify data — ideal for two-way communication and dynamic integrations.

Best approach for your use case (n8n):

> Use Webhooks plugin to notify n8n when an event happens.

> Let n8n handle the logic, and if needed, use REST API plugin to perform further actions back in RISE CRM (e.g., updating a task, creating a record, etc.).

This gives you the best of both worlds, event-based triggering and full control over RISE CRM data via API.

Yeap, we are aware of this.

Hi, sorry, I sent it wrong, I was supposed to send it to the FairSketch team

Not an issue !

I am planing to purchase this. We have developer team, but want to know can we integrate automatic leads for facebook, whats app and instagram using this??

You can use any third party app with our API – yes.

Subject: Request for Detailed Tutorial and Clarification on API Endpoints for Zapier Integration

Hi,

I hope you’re doing well.

I am reaching out regarding the integration of Rise CRM with Zapier using your API plugin. I have been trying to set up the integration, but I am encountering several issues with most endpoints.

Here is a summary of the problem:

I can successfully extract the list of clients using the endpoint /api/clients. However, when I try to use other endpoints (for example, to search for a client via /api/getClientsSearch/search/:keysearch), I consistently receive a 404 error.
It appears that there might be typographical errors in the documentation (e.g., multiple slashes such as in yourdomain.com//api/getClientsSearch/search/:keysearch), which adds to the confusion.
My goal is to extract WooCommerce data to check whether a client exists. If the client exists, I want to automatically create a project with the WooCommerce data. If the client does not exist, the system should create a new client and then create the project.
Additionally, on Zapier, I have noticed that only the creation endpoints for clients, leads, invoices, or tickets work without complex parameters. I am unable to use the other endpoints successfully.

Could you please provide a very detailed tutorial or documentation on how these endpoints are supposed to work? A video tutorial would also be extremely helpful. I believe that clearer guidance would resolve the issues I am experiencing.

Thank you in advance for your support. I look forward to your response.

Best regards,

Please bare with the team for a support ticket reply, under this item’s turnaround time, as mentioned in Support tab of this item’s page.

Hello,

I am still waiting for a response from the support team regarding my ticket, but I have not received any update yet.

Could you please let me know how long it usually takes to get a response? I need assistance as soon as possible to resolve this issue.

Thank you in advance for your help.

Best regards,

Hello.

The turnaround time of support tickets can be found in the top of this page, under “Support” tab. Please bare with the team for a reply.

Bonjour, Pourriez-vous être plus précis sur ce qu’on doit mettre dans les champs zapier avec le webhook ? Car les champs remplir comme votre documentation ne fonctionne pas…

Hello and thank you for your comment.

As its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page. Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.

Thank you.

Hello,

Thank you for your response.

I used Basic Authentication because that is what is mentioned in the documentation. Specifically, the documentation states that the Authorization field should be included in the header as a String, and the description mentions “Basic access authentication token”. Based on these details, I configured Zapier accordingly. However, since it did not work, I had to explore alternative solutions.

Additionally, as I mentioned in my previous message, the documentation contains what seems to be a typographical error in the endpoint URL. It is written with double slashes after the domain (e.g., yourdomain.com//api/getClientsSearch/search/:keysearch), which is likely incorrect. Could you confirm this?

That being said, I am still facing the issue and have not been able to configure Zapier to correctly locate the endpoint. I have already submitted a support request as advised, but I have not yet received a response.

Could you please assist me quickly? I purchased this plugin specifically to automate tasks, not to lose time troubleshooting undocumented issues.

Thank you in advance for your support.

Best regards,

As mentioned in my previous reply, its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page.

Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.

Thanks for the understanding.

I have a presale question . Is this support 2FA ,,

It supports tokenized authentication, which is a standards for REST APIs.

I need solve it: License key is being used. Visit Support Portal to reset it.

Did you visit support portal to reset it, as per the message?

Hello, how are you? I would like to know if you have any updates in mind to add more functions to the module, such as creating tasks.

All good here, thanks for asking.

This plugin is under ongoing maintenance and active updates. We do plan to enhance it by supporting more controllers in the future, yes.

Great, that’s cool, I have a project in mind that needs the API for tasks, can you give me a date for the update?

There’s no specific ETA yet. Ill update this comment once this is added to our backlog.

Why was my negative comment, but your module doesn’t work and can’t be enabled, deleted? Because of your support, it is not possible to contact you, because it says that my purchase key already belongs to someone. Why is your product not working?

YOUR SYSTEM does not allow an open ticket, I previously contacted your support with this issue, last time you activated it on your side – after which the module started to work, but almost a week later it became disabled again and it is impossible to turn it on through the admin panel.

I don’t need to ask you for any special functions. I am asking that the module cannot be turned on. And this is the second time – last time you activated it on your side

You can always spin up a clean installation and apply our module to verify that it works flawlessly and that what you face there is just a local issue that needs investigation.

You cannot raise a support ticket without an active support pack.

Since your support has expired, please consider renewing your support pack if you need assistance from our team.

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