Actions81
- Calendar Event Actions
- Customer Actions
- Estimate Actions
- Expense Actions
- Expense Category Actions
- Invoice Actions
- Item Actions
- Lead Actions
- Milestone Actions
- Payment Actions
- Payment Mode Actions
- Project Actions
- Proposal Actions
- Staff Actions
- Subscription Actions
- Task Actions
- Tax Actions
- Ticket Actions
- Timesheet Actions
Estimate → Search
AI-generatedSummary
Searches for estimates in Perfex CRM matching a specified search string.
Inputs
- keysearch (required) — The string to search for within estimates.
Output shape
a list of estimates that match the search criteria
Returns an array of matching estimates; if no matches are found, the array will be empty. Errors can be returned as part of the output if Continue On Fail is enabled.
Examples
Example 1: Search for estimates containing 'Q12345' in their details.
Set resource to 'Estimate', operation to 'Search', and enter 'Q12345' as the keysearch parameter.