Actions81
- Calendar Event Actions
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- Estimate Actions
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- Expense Category Actions
- Invoice Actions
- Item Actions
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- Payment Actions
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Payment → Search
AI-generatedSummary
Search for payments in Perfex CRM using specified keywords.
Inputs
- Search Query (required) — Keywords to search for matching payments.
Output shape
a list of payment records matching the search query
Returns all payments that match the provided search keywords; errors are returned in the standard error envelope if the operation fails.
Examples
Example 1: Searching for payments with a keyword in the description or related fields
Set the 'Search Query' field to the desired keyword string to find matching payments.