Documentation for Zapier integration with Perfex CRM
Login Api:
URL (required):
Base url of your self hosted Perfex CRM.
username (required):
username of your self hosted Perfex CRM admin panel.
password (required):
password of your self hosted Perfex CRM admin panel.
New task Api:
Subject (required):
Subject of the task.
:
of the task.
New customer Api:
name (required):
Name of the new customer.
email (required):
Email address of new customer.
website:
Website address of new customer.
phone:
Phone of new customer.
address:
Address of new customer.
New lead Api:
Name (required):
Name of the new Lead.
Email address (required):
Email address of existing customer for lead.
Address:
Address of the customer.
Position:
Position of the customer.
City:
City of the customer.
State:
State of the customer.
Website:
Website address of customer.
Country:
Country of the customer.
Phone:
Phone of the customer.
Zip code:
Zip code of the customer.
Company:
Company’s name of the customer.
Default language:
Default language of the customer.
:
of the Lead.
New invoice Api:
(required):
Array of item names.
(required):
Array of item quantities.
:
address of existing customer.
(required):
Array of unit prices of the item.
New even Api:
Event title (required):
Title of the event.
:
of event.
New item Api:
(required):
of the item.
Long Description:
of item.
Rate – USD (Base Currency):
Per Item rate (USD Base Currency).
New announcement Api:
(required):
Subject of the announcement.
:
of announcement.
New ticket Api:
(required):
Subject of the new ticket.
Email address (required):
Email address of existing customer for ticket.
New project Api:
(required):
Name of the new project.
Client Email (required):
Email address of existing customer for project.