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Discussion on REST API module for Perfex CRM - Connect Apps and Automate Workflows with third party applications

Discussion on REST API module for Perfex CRM - Connect Apps and Automate Workflows with third party applications

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594 comments found.

webfull Purchased

I’m having trouble accessing https://domain.com/crm/api/invoices/id(491)

I’m getting a 500 error.

Please raise a support ticket within clients area, so our engineers can advise regarding the local issue you are facing.

Good morning, I purchased this module looking for a Perfex CRM email login using the API, now I’m confused because it seems that this is not available in the API, but the sandbox is showing that there’s an endpoint for auth?

Hello.

Can you please raise a support ticket within support area so our engineers can help you with this technical question?

Yes, I already submit a support ticket

Cool – team will get back to you during this item’s support TAT.

alinail

alinail Purchased

Hi,

I’m using your Perfex CRM REST API module. The `GET /api/leads` and other endpoints work fine with my `authtoken`, but `POST /api/login/auth` always returns 500 Internal Server Error.

Can you please tell me:

1. What is the correct request format for `/api/login/auth` (body fields and content type), and is this endpoint still supported?
2. How can I authenticate customer contacts (client area users) via API? Is there a separate login endpoint for contacts (using their email + password)? If yes, could you send me a small example request (URL, method, headers, and body)?
Thank you!

Hello.

Where did you find this URL mention? Thats not an included endpoint! This module is supposed to serve backend operations – for frontend ones, you need to purchase our other item, REST API for Customers: http://1.envato.market/rest-api-for-customers

Does this work with perfex2saas?

Hello.

Thats not a module of our team and thus said, this combo is not tested. However, REST API module works just fine with our SaaS module.

polyxgo Purchased

Hi you, Currently, does the module support custom data branches (or data extensions) for tables developed in other modules?

polyxgo Purchased

Specifically, I need to create API branches to access data, not just the core Perfex CRM data.

authentication failed: The app returned “Your API token does not have the necessay permissions for the requested operation”. and all seems alright in sandbox get “{ “status”: false, “error”: { “source”: “The Source field is required.”, “assigned”: “The Assigned field is required.” }, “message”: “

The Source field is required.

\n

The Assigned field is required.

\n” }” could you please assist ASAP , i’ve done all i can do but still fail , FYI source filed is updated in Perfex Setting -> Leads , Please check this ticket #52647 , I need urgent assistance

Hello.

Support team will get back to you, regarding your ticket.

Please bare with them for a reply under this item’s support policy turnaround time.

There’s no response for the ticket

No worries, your ticket is already in the queue. Our support team will get back to you as soon as it reaches its turn, according to our official support response policy.

Hallo, wie kann man seine Lizenzen resetten ? Damit man bei einer neuen Installation die Lizenz nutzen kann ?

Yes, you can use the license reset tool found inside the support portal.

hello, sorry for the noob question, but can this module be used in headless CMS applicatons (e.g. Strapi, Directus, etc.)?

Yes, as long as the necessary code adjustments are applied by a developer, this is possible.

sure, it’s not going to be me doing the work… yet, what’s the difference with your other module? https://codecanyon.net/item/rest-api-for-perfex-customers/45916466

Please check supported endpoints – the one is supporting customer’s actions while the other supports admin area ones.

With this module, can a connection be created with a web form so that, when it is submitted through the web, it creates the Lead, generates a proposal, and sends the proposal automatically?

That depends (according to the skills of the developer who will create the connection). Our item offers endpoints for the controllers you are mentioning, you can check all available parameters in its online documentation.

I generated the Token and use the lead API with my domain. I try alot but still Showing the CORS Error. Please help How do i fix this CORS Error?

Please raise a support ticket within support area so our engineers can help you with your local issue. Cors is a webserver’s policy feature, not a limitation of our item.

I already Submitted the Ticket and Talk with the Hostgator Hosting support. But still same issue.

kito57

kito57 Purchased

Please update the function data_get in modules/api/controllers/Tickets.php.

Currently, when calling:

GET yourdomain.com/api/tickets/:id

the API returns a single stdClass object. Because the code expects an array, the response is empty/blank.

Fix is simple:

if ($data && is_object($data)) { $data = [$data]; }

This ensures /api/tickets/:id always returns an array with one ticket instead of blank.

Thanks for the suggestion – rest assured that it will be communited with the dev team.

seanm51

seanm51 Purchased

I’m considering making another purchase and am interested in Attachments for Tickets, but the documentation and comments here are not consistent. Where it says “Currently Available Endpoints of the API” it only lists attachments for Leads Contracts Tasks Expenses I see author comments saying attachments are enabled for tickets as does the change log for 2.0.7, but looking at the Official API Documentation Attachments is only documented for Contracts, Custom_Fields, Estimates, Invoices and Proposals – I just want to be sure?

Hello.

Attachments are currently supported in the specific listed endpoints. We are in the process of supporting them in more endpoints (controllers).

seanm51

seanm51 Purchased

Hi, thanks for your response, but the “listed endpoints” are not consistent, the documentation and this page say something different to the changelog, this is the reason I was asking for clarification. The changelog says “Tickets”, the API documentation does not. Just looking for some clarification before committing, that’s all?

Changelog refers to specific version changes.

Current version supports the following:

https://imgur.com/a/wPep1g3

Hi, I’m interested in buying your module. I want to build an app in Flutter with login, register, and forgot password features that will connect via API to the Perfex database. Which module would be more suitable, REST API Module for Perfex CRM or REST API for Perfex Customers?

Hello.

Are you talking about the customer’s area? If yes, then you need to purchase the API for Perfex customers .

If you’re talking about the admin area and staff related data you need to check our other API.

If you want to provide the complete integration for both areas, you need to purchase both items.

Hello, I have a question. I’ve been using your module, but every week I notice that the module is automatically deactivated. So I have to go into the module panel and activate it again. Why does this happen? I always have to activate it because it deactivates automatically.

And have you created the ticket, as advised in the previous reply, so our engineers can look up your local issue?

I will create

I can’t create it because the option to select the module in your panel is disabled.

https://prnt.sc/pITqMhPteyor

Seems that your support period has expired then.

Please renew your support pack in order to be able to create a ticket.

wanzoou

wanzoou Purchased

Hello themesic,

Thank you for this powerful and useful plugin.

Could you add custom fields in the next version for creating elements such as prospects, customers, etc.?

This would be very useful to us because we still have to fill in these fields manually. It would be great if this were automatically supported by the API.

Also, for the API, could you create a POSTMAN version with examples of requests and responses?

I tried to create a proposal, but I didn’t know what to put in the ‘newitems’ field.

Thanks for your kind words.

Your feature request will be evaluated and potentially be included in a future version.

Please raise a support ticket within the support portal, so our engineers can answer your technical questions. Team is always around to help!

Hi

The posting of leads is working, however, I am not able to get all the leads (giving 500 error). Could be because of the timeout (I have around 13000 entries in leads). Any workaround?

Please raise a support ticket within support area so our engineers can help you with your local issue.

Don’t have active support right now. Just need direction on how this can be solved.

That can be given by support team, its sales here.

Hi, this module support hooks? for example “after_invoice_added” hook can be trigger with API insert?

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

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.

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