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
Project → Create
AI-generatedSummary
Create a new project in Perfex CRM by specifying required project details and optional additional fields.
Inputs
- Billing Type (required) — Numeric code specifying the billing type for the project.
- Client ID (required) — Numeric identifier of the client associated with the project.
- Name (required) — Name of the project.
- Related Type (required) — Category that the project is related to; options are Customer, Internal, or Lead.
- Start Date (required) — Project start date in YYYY-MM-DD format.
- Status (required) — Numeric status code representing the current state of the project.
- Additional Fields — Optional fields including Deadline (YYYY-MM-DD), Description, Estimated Hours, Progress, Progress From Tasks (on/off), Project Cost, Project Members (JSON array of member IDs), Project Rate Per Hour, and Tags.
Output shape
a single record
Returns the newly created project object as JSON data. Errors during creation will be surfaced unless the 'continue on fail' option is enabled, in which case error details are returned per item.