Perfex CRM APIInstall

Summary

Create a new proposal in Perfex CRM with specified details including currency, date, email, related entity, and proposal items.

Inputs

• Currency (required) — ID of the currency for the proposal
• Date (required) — Proposal start date in YYYY-MM-DD format
• Email (required) — Email address associated with the proposal
• New Items (required) — JSON array representing new items to add to the proposal
• Proposal To (required) — Name of the lead or customer the proposal is addressed to
• Related (required) — Type of entity this proposal is related to; either 'lead' or 'customer'
• Related ID (required) — Numeric ID of the related lead or customer
• Subject (required) — Subject or title of the proposal
• Additional Fields — Optional additional parameters including assignee ID, discount type, open till date, and status ID

Output shape

a single record

Returns the newly created proposal object as JSON. If errors occur and 'Continue on Fail' is enabled, error details appear alongside item information.