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Perfex CRM API

Consume data from PerfexCRM API

Actions81

Project → Update

AI-generated

Summary

Update an existing project in Perfex CRM by specifying the project ID and the fields to modify.

Inputs

  • Project ID (required) — The unique identifier of the project to update.
  • Update Fields — A collection of project attributes to update, such as billing type, client ID, deadline (YYYY-MM-DD), description, estimated hours, name, progress, progress from tasks toggle, project cost, project members (JSON array of IDs), project rate per hour, related type (customer, internal, lead), start date (YYYY-MM-DD), status, and tags.

Output shape

a single updated project record returned as JSON.

The output includes the updated project details. If the operation fails and 'Continue On Fail' is enabled, the output includes an error message with paired item index.

Examples

Example 1: Updating the name and deadline of a project

Set 'Project ID' to the target project, and under 'Update Fields' specify 'Name' and 'Deadline' with new values.

Discussion