Description

The ultimate module designed to enhance the functionality of your Perfex CRM 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.

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