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
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Lead Actions
Milestone Actions
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Milestone → Create

AI-generated

Summary

Create a new milestone under a specified project in Perfex CRM.

Inputs

Project ID (required) — ID of the project under which the milestone will be created.
Name (required) — Name of the milestone.
Due Date (required) — Due date of the milestone in YYYY-MM-DD format.
Additional Fields — Optional fields including Description, Description Visible to Customer, and Milestone Order to provide more details for the milestone.

Output shape

a single JSON object representing the created milestone record.

The output contains the details of the newly created milestone as returned by the Perfex CRM API. If the operation fails and 'Continue on Fail' is enabled, output will include an error message object.

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