REST API module for Perfex CRM – Connect your Perfex CRM with third party applications

Description

REST API Module for Perfex CRM – Connect Your Perfex CRM with Third-Party Applications

REST API Module for Perfex CRM unlocks a secure, standards-based REST/JSON interface for Perfex so you can integrate with apps, services, and custom automations in minutes. Expose endpoints for Leads, Contacts, Invoices, Estimates, Projects, Tasks, Tickets, Products, Payments and more—complete with OAuth2/API keys, webhooks, pagination, and rate limiting. Distributed by wpshop.net under the GPL license with lifetime free updates and limited email support, this module turns Perfex into a truly connected platform for developers and business teams.

Feature Highlights

• 🔗 Wide Endpoint Coverage: CRUD access for Leads, Customers, Contacts, Invoices, Estimates, Projects, Tasks, Tickets, Expenses, Items, and Payments.
• 🔐 Secure Auth: OAuth2 (Client Credentials/Authorization Code) and API Key tokens with scopes & role-based restrictions.
• 📬 Webhooks: Real-time callbacks for lead created, invoice paid, task updated, ticket replied, and more.
• ⚙️ Developer-Friendly: application/json payloads, predictable URLs, filtering, sorting, field selection, and cursor/offset pagination.
• 🌍 CORS & SDK Snippets: Built-in CORS options plus example calls for PHP, Node.js, and Python.
• 🧩 No-Code Ready: Easy connections to Zapier, Make (Integromat), n8n, Power Automate, and webhook listeners.
• 🛡️ Governance: Rate limiting, IP allowlists, detailed audit logs, and request/response sampling for troubleshooting.
• 📈 Analytics & Monitoring: Usage metrics per token/app, endpoint performance, error tracking.

Detailed Overview

This module exposes Perfex CRM objects through a clean REST interface designed for reliability and speed. Teams can push new leads from landing pages, sync contacts to email marketing, post payments from gateways, or orchestrate projects/tasks from external systems. Developers get consistent JSON, sane error codes, and thorough metadata; admins keep control with scopes, rate limits, audit trails, and webhooks. Whether you’re building a lightweight automation or a complex data exchange, the REST API module keeps Perfex at the center of your stack.

Comparison Table

Capability	REST API Module for Perfex	Manual/CSV Workflows
Real-Time Sync	✅ Webhooks + instant writes/reads	❌ Delayed, error-prone imports
Security & Auth	✅ OAuth2, API keys, scopes, rate limits	❌ Shared logins, no fine-grained control
Automation	✅ Works with Zapier/Make/n8n	❌ Requires manual work or scripts
Developer UX	✅ JSON, filters, pagination, SDK snippets	❌ Ad-hoc scripts, inconsistent formats
Observability	✅ Audit logs & usage analytics	❌ No central traceability
Updates & Support	✅ Lifetime free updates + limited email support	❌ One-off fixes, no versioning

Installation Guide

1. Ensure you have a working Perfex CRM installation with admin access.
2. Download the REST API Module for Perfex CRM from your wpshop.net account and unzip the package.
3. Upload the module folder to modules/ inside your Perfex installation (keep folder name intact).
4. Log in as Admin → Setup → Modules, locate REST API, and click Activate.
5. Go to Settings → API to:
   • Create OAuth2 clients or API keys and assign scopes/permissions.
   • Configure CORS, rate limits, IP allowlist, and token expiry.
   • Optionally enable Webhooks and register callback URLs.
6. Test with the included API reference or sample scripts (PHP/Node.js/Python) to verify connectivity.
7. Promote tokens to production and start integrating third-party services or your custom apps.

Licensing Information

REST API Module for Perfex CRM – Connect Your Perfex CRM with Third-Party Applications is distributed under the GPL (General Public License). You are free to use, modify, and deploy it on unlimited personal or client projects. Every purchase from wpshop.net includes lifetime free updates and limited email support focused on installation and core configuration.

FAQs

Which objects/endpoints are available?

Leads, Customers, Contacts, Invoices, Estimates, Items, Payments, Projects, Tasks, Tickets, Expenses, Proposals, and more—each with read/write filters and pagination.

How is access secured?

Via OAuth2 (client credentials or auth code) and API keys with scope-based permissions, rate limiting, and optional IP allowlists.

Do you support webhooks?

Yes. Register URL(s) to receive real-time events (e.g., lead.created, invoice.paid, task.updated, ticket.replied).

Can I integrate no-code tools?

Absolutely. Use webhooks and REST endpoints with Zapier, Make (Integromat), n8n, Power Automate, and more.

Is there developer documentation?

The module includes an in-app endpoint explorer, example requests for PHP/Node/Python, and error code references.

Will I receive updates?

Yes—lifetime free updates and limited email support are provided by wpshop.net.

Why Choose the REST API Module for Perfex CRM?

Because it delivers a secure, well-designed integration layer that connects Perfex to the tools you already use. From real-time lead capture to automated billing reconciliation, you’ll reduce manual work, improve data quality, and ship integrations faster—with governance controls that keep IT confident.

Supercharge Perfex with modern integrations today! Download REST API Module for Perfex CRM from wpshop.net and start building automations with lifetime free updates and limited email support.