Perfex CRM API

Consume data from PerfexCRM API

Actions81

Calendar Event Actions
Customer Actions
Estimate Actions
Expense Actions
Expense Category Actions
- Get Many
Invoice Actions
Item Actions
- Get
- Search
Lead Actions
Milestone Actions
Payment Actions
Payment Mode Actions
- Get Many
Project Actions
Proposal Actions
Staff Actions
Subscription Actions
Task Actions
Tax Actions
- Get Many
Ticket Actions
Timesheet Actions

Estimate → Update

AI-generated

Summary

Update an existing estimate in Perfex CRM by specifying its ID and providing one or more fields to modify.

Inputs

Estimate ID (required) — The unique identifier of the estimate to update.
Update Fields — One or more fields to update on the estimate, such as Admin Note, Client ID, Currency, Date, Due Date, Number, Reference, Sale Agent, Status, Subtotal, Tags, Terms, Total, and Client Note.

Output shape

a single JSON object representing the updated estimate record.

The output includes the updated estimate data as returned by the Perfex CRM API. Errors during update are thrown unless 'Continue On Fail' is enabled, in which case error details are included per item.

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