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REST API for Perfex CRM - Connect your Perfex CRM with third party applications

REST API for Perfex CRM - Connect your Perfex CRM with third party applications

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Note: This is a module for Perfex CRM.

Brief description

This module enables you to use REST API through your Perfex CRM.
It includes a variety of useful commands in order to control your Perfex installation remotely, through third party applications.

The Perfex API operates over HTTPS and uses JSON as its data format. The API is a RESTful API and utilizes HTTP methods and HTTP status codes to specify requests and responses.

A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST.
Our item contains a complete documentation – If you are unsure about your coding skills or you do not understand what exactly an API is, feel free to raise a comment with your specific question.

Documentation & Commands

This is a complete API service for Perfex installations, with which, you can implement your own third party service connections.




Keys Management Screenshot:



Sample request/response:


Available actions through API:

Customers
→ Add New Customer
→ Delete a Customer
→ List all Contacts of a Customer
→ Request customer information
→ Search Customer Information
→ Update a Customer

Contacts
→ Add New Contact
→ Delete Contact
→ Request Contact Information
→ Search Contact Information
→ Update Contact Information

Invoices
→ Add New invoice
→ Delete invoice
→ Request invoice information
→ Search invoice information
→ Update invoice

Leads
→ Add New Lead
→ Delete a Lead
→ Request lead information
→ Search Lead Information
→ Update a lead

Milestones
→ Add New Milestone
→ Delete a Milestone
→ Request Milestones information
→ Search Milestones Information
→ Update a Milestone

Projects
→ Add New Project
→ Delete a Project
→ Request project information
→ Search Project Information
→ Update a project

Staff
→ Add New Staff
→ Delete a Staff
→ Request Staff information
→ Search Staff Information
→ Update a Staff

Tasks
→ Add New Task
→ Delete a Task
→ Request Task information
→ Search Tasks Information
→ Update a task

Tickets
→ Add New Ticket
→ Delete a Ticket
→ Request Ticket information
→ Search Ticket Information
→ Update a ticket

Custom Fields
→ Add Custom Fields
→ Delete Custom Fields
→ Request Custom Fields
→ Request Values of Custom Fields
→ Search custom field values’ information
→ Update Custom Fields

Estimates
→ Add New Estimates
→ Delete Estimate
→ Request Estimate information
→ Search Estimate information
→ Update a estimate

Expense category
→ Request Expense category

Expenses
→ Add Expense
→ Delete Expense
→ Request Expense information
→ Search Expenses information
→ Update a Expense

List Taxes
→ Request Taxes

Payment Mode
→ Request Payment Modes

Payments
→ List all Payments
→ Search Payments Information

Proposals
→ Add New Proposals
→ Delete Proposal
→ Request Proposal information
→ Search proposals information
→ Update a proposal




Support

It takes only a few seconds to be installed, activated and have a fully working API for Perfex.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.




Version 1.0.3

-Added support for Estimates
-Added support for Expenses
-Added support for Taxes
-Added support for Payments
-Added support for Payment methods
-Added support for Proposals

Version 1.0.2

-Added support for Custom Fields, for all controllers
-Added extra Custom Fields controller in order to handle available information separately
-Documentation update for Custom Fields
-Fixed minor issue at Contacts controller, causing contacts' data not being fully parsed
-Fixed minor issue at Tasks controller, causing is_public attribute not to be active when requested
-Fixed expiration date not showing at Edit API key screen (admin area)

Version 1.0.1

-Fixed verified bug, causing lastname to be empty during PUT(update) of a staff member

Version 1.0.0

-Support for Invoices (Add,Delete,Request,Search,Update)
-Support for Contacts (Add,Delete,Request,Search,Update)
-New command for Customers (List all contacts of a customer)

Version 0.5

-Ensuring compatibility with latest version of Perfex CRM

Version 0.4

-JWT token enhancements

Version 0.3

-JWT security enhancements

Version 0.2

-Minor bugfixes in Delete Lead command

Version 0.1

-Initial version (1.0x), fully compatible with the latest version of Perfex CRM and PHP 7.2/PHP 7.3
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