Perfex CRM API

Consume data from PerfexCRM API

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Proposal → Update

AI-generated

Summary

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

Inputs

Proposal ID (required) — Identifier of the proposal to update.
Update Fields — A collection of fields to update on the proposal, such as assignee ID, currency ID, proposal dates, status, subject, related customer or lead, and JSON arrays representing items to be added, removed, or updated.

Output shape

a single JSON object representing the updated proposal or an error message if the update fails.

The operation returns a single record with updated proposal details. Input fields under 'Update Fields' are optional; only provided fields will be updated. JSON arrays for items should be valid JSON strings.

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