Perfex CRM REST API Module #
The Perfex CRM REST API Module allows you to connect Perfex CRM with any external application. With this module, you can create, read, update, and delete CRM data securely using REST over HTTP/HTTPS with JSON payloads.
This REST API unlocks endless integration possibilities, whether you’re syncing invoices with accounting software, pushing leads to marketing automation tools, or building your own customer portal.
👉 View the Full REST API Developer Guide — with complete endpoint-by-endpoint examples.
🔹 What is the Perfex CRM REST API Module? #
The Perfex CRM REST API Module enables developers and businesses to:
- Access Perfex CRM data programmatically.
- Integrate with third-party apps (Zapier, Slack, Xero, WhatsApp, Google Sheets, etc.).
- Automate workflows and eliminate manual data entry.
- Extend Perfex functionality with custom apps, portals, and dashboards.
Unlike basic integrations, the REST API gives you full control of your CRM data — securely and in real time.
🔹 Key Features of the Perfex CRM REST API Module #
- 🌍 Standardized REST API – uses GET, POST, PUT, PATCH, DELETE.
- 🔒 Secure authentication – via API token.
- 📊 Comprehensive coverage – Customers, Leads, Invoices, Projects, Tasks, Tickets, Payments, Expenses, Contracts, Proposals, and more.
- ⚡ Real-time sync – no more duplicate data or delays.
- 📈 Enterprise-ready – optimized for scalability and large data sets.
🔹 Supported Modules & Endpoints #
The Perfex CRM REST API Module provides endpoints for:
- Customers & Contacts → create, update, delete, search.
- Leads → add, update, convert, delete.
- Invoices & Estimates → create, send, update, manage payments.
- Projects & Tasks → manage milestones, tasks, deadlines.
- Proposals & Contracts → create, update, accept, decline.
- Tickets & Support → create, update, close, notify.
- Payments & Expenses → record transactions, categories, recurring.
- Calendar & Timesheets → events, logs, staff time tracking.
👉 For a complete endpoint index with request/response examples, see the Developer Guide.
🔹 Common Use Cases #
- Zapier / Make integration → Sync Perfex leads with Google Sheets or HubSpot.
- Accounting automation → Push invoices and payments to Xero or QuickBooks.
- Team collaboration → Send ticket updates to Slack or Microsoft Teams.
- Customer portals → Fetch CRM data and display it in a custom front-end.
- Marketing workflows → Auto-subscribe customers to Mailchimp or ActiveCampaign.
🔹 REST API vs Webhooks in Perfex CRM #
| Feature | REST API | Webhooks |
|---|---|---|
| Data Flow | Request/Response (pull) | Event-driven (push) |
| Use Case | Fetch/update CRM data | Instant notifications |
| Best For | Sync, automation, custom apps | Alerts, triggers, integrations |
👉 Best practice: Use both for a complete automation strategy.
👉 Many businesses use both: REST API for data management and Webhooks for event triggers.
🔹 FAQs about the Perfex CRM REST API Module #
What is the Perfex CRM REST API Module? #
It’s a Systematica module that exposes secure API endpoints, allowing you to read and write Perfex CRM data programmatically.
Do I need coding skills? #
Yes, basic knowledge of REST APIs is recommended. Our Developer Guide includes ready-to-use cURL and JSON examples.
Can I integrate Perfex CRM with Zapier or Slack? #
Absolutely! The REST API connects Perfex with Zapier, Make, Slack, WhatsApp, Xero, QuickBooks, and more.
How is this different from Webhooks? #
REST API is for pulling and updating data on demand. Webhooks push notifications when events happen.
Is it secure? #
Yes. All calls are authenticated with tokens and must use HTTPS.
Turn Perfex CRM into a fully connected system with the Perfex CRM REST API Module by Systematica.
👉 Download Now | View Full Developer Guide
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Support & Help #
Perfex CRM Webhooks Purchase includes 6 months of premium support from Tech9Pros. You’ll get personalized help with installation, API setup, and automation workflows.
- Support Email: support@tech9pros.com
- Live Chat: Available via Tech9Pros.com
- Documentation: Step-by-step guide included in the module files
Need customization? Contact us for tailored Perfex CRM Webhooks solutions.
