Perfex CRM API

Consume data from PerfexCRM API

Actions81

Calendar Event Actions
Customer Actions
Estimate Actions
Expense Actions
Expense Category Actions
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- Get
- Search
Lead Actions
Milestone Actions
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Milestone → Search

AI-generated

Summary

Search milestones in Perfex CRM using specified keywords.

Inputs

Search Query (required) — Enter keywords to search milestones by.

Output shape

a list of matching milestone records.

Returns all milestones matching the search query keywords. Errors are handled according to the node's error workflow settings.

Examples

Example 1: Find all milestones containing the keyword 'launch'

Set resource to Milestone, operation to Search, and provide 'launch' in Search Query.

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