REST API Module for Perfex CRM

Unlock Seamless Integration, Automation & Control

Take your Perfex CRM to the next level with the REST API Module — a powerful, flexible solution that allows effortless integration with third-party apps, services, and platforms. Designed for developers, agencies, and business owners, this module opens up endless possibilities for automating workflows, syncing data, and enhancing CRM functionality.

⚙️ Key Features

✅ Secure Authentication Mechanism
Protect your data with secure token-based or OAuth 2.0 access.

✅ Role-Based Endpoint Access Control
Assign API permissions based on user roles for tight security.

✅ Real-Time Data Sync
Ensure instant updates across connected platforms and services.

✅ Multiple Data Format Support
Send and receive data in JSON, XML, and more.

✅ Error Handling & Logging
Monitor and debug API calls with detailed logs and structured error responses.

✅ Webhook Support
Trigger real-time actions with customizable webhooks.

✅ Extensive Data Operations
Easily retrieve, create, update, and delete records like contacts, leads, invoices, and tasks.

📲 Advanced Integrations Supported

• 🔄 Payment Gateways – Sync invoices and payments

• 📧 Email & Notification Services – Automate alerts and updates

• 🛍️ E-commerce Platforms – Sync customers, orders & inventory

• 📅 Calendar & Events – Integrate with Google Calendar, Outlook & more

• 🤝 Social Media & Marketing Tools – Facebook, Mailchimp, etc.

• 📞 VoIP & Call Systems – Log calls and automate CRM triggers

• 📦 Inventory & Product Management Systems

• 🧾 Accounting Software – Like QuickBooks, Xero

• 📈 Business Intelligence & Analytics Tools

• 🗺️ Geolocation and Mapping Services

• 👩‍💼 HR, Payroll, and ERP Systems

• 📱 Mobile App Connectivity – Enable external apps to interact with CRM

📊 Use Cases

• 🔄 Two-Way Contact Synchronization

• 🔁 Automated Lead Capture from Forms or Ads

• 📤 Push Invoice Data to Accounting Software

• 📩 Trigger Emails or SMS via Third-Party Providers

• 🧠 Generate Custom Reports via External BI Tools

• 🧑‍🤝‍🧑 Connect CRM to Helpdesk, Survey, or HR Systems

🔒 Built for Control and Security

• 🧑‍💻 OAuth 2.0 Authentication

• 🛡️ Role-Based Access Controls

• 🔍 Real-Time User Activity Logs

• 🔐 Encrypted Data Handling

🌐 Multi-Language & Developer-Friendly

• 📘 Well-documented endpoints

• 🌍 Fully translatable

• 🛠️ Compatible with custom modules & fields

• 🔄 Easy to extend for advanced use cases

📦 What You Get

• ✅ REST API Module ZIP file

• ✅ Installation Guide

• ✅ API Documentation

• ✅ Lifetime updates

• ✅ Email-based support

🚀 Empower Your CRM Today

With the REST API Module for Perfex CRM, you get the flexibility and power to connect your CRM with the tools your business relies on. Eliminate manual work, automate your workflow, and extend your CRM’s functionality like never before.