Customers REST API - Third-Party Integration for Perfex CRM

Access and manage customer data seamlessly with a flexible API

Enhance the functionality of your Perfex installation by connecting Customers Area with literally EVERY third party application out there.
Seamlessly integrating with your CRM system, this powerful Customers REST API module unlocks a whole new world of possibilities, enabling you to effortlessly interact with key endpoints and functions.

With our Customers REST API module, you can now streamline your processes and empower your CRM experience like never before. From simple tasks such as user log-ins and registrations to managing knowledge base articles, proposals, estimates, contracts, tickets, invoices, and projects, this module has got you covered.

Say goodbye to manual data entry and tedious administrative tasks. Our REST API module ensures a smooth and efficient workflow, enabling you to save time and focus on what matters most – nurturing customer relationships and driving business growth.
Unlock the full potential of your Perfex CRM with our module and revolutionize the way you interact with your CRM system. Experience the power of automation, efficiency, and seamless integration today!

Documentation & Commands

Available actions through API:

Generic
→ Customer Log In using token
→ Customer Registration
Projects
→ Get Customer Projects List
→ Get Specific Project Info
→ Get Project Discussions
→ Get Specific Project Discussion Details
→ Get Data of a Sepcific Project Tab
→ Add a Project’s Task
→ Update a Project’s Task
Invoices
→ Get All Invoices of the Client
→ Get a Specific Invoice’s Details
Estimates
→ Get All Estimates of the Client
→ Get a Specific Estimate’s Details
Proposals
→ Get All Proposals of the Client
→ Get a Specific Proposal’s Details
→ Add a comment for a Specific Proposal
Contracts
→ Get All Contracts of the Client
→ Get a Specific Contract’s Details
→ Add a comment for a Specific Contract
Tickets
→ Get All Tickets of the Client
→ Get a Specific Ticket’s Details
Knowledge Base
→ Get All KB groups
→ Get Articles List of a KB group
→ Get Info of a specific Article & Related Articles

Installation/Support

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

You can install our module by going to Perfex CRM Settings -> Modules -> Upload and upload the zip file downloaded from CodeCanyon. Activate the module at the next step and you will be all set!

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 1.1.0

-New Features: --Customer Profile Management endpoints --Ticket creation and replies via API --Estimate and proposal accept/decline via API --Credit notes endpoints --Payments endpoint --File and attachment endpoints --Pagination support

Version 1.0.2

-Improvements & bug fixes

Version 1.0.1

-Improvements

Version 1.0

-Initial version