PerfexCRMInstall

Summary

Create a new project in PerfexCRM by specifying a project name and associated client ID, with optional additional fields for detailed project attributes.

Inputs

• Name (required) — Specify the name of the project to create.
• Client ID (required) — Provide the client ID to associate the project with.
• Additional Fields — Optionally define extra project details such as description, status, billing type, start date, deadline, project cost, hourly rate, estimated hours, progress percentage, and custom field values.

Output shape

a single JSON object representing the newly created project as returned by the PerfexCRM API.

The output includes all project attributes set and returned by the API. Dates and numeric fields are validated and formatted according to PerfexCRM API requirements. Custom fields must be provided using their numeric ID or slug as keys.

Examples

Example 1: Create a basic project

Set mandatory 'Name' and 'Client ID' parameters to create a project with default values.

Example 2: Create a detailed project

Provide the mandatory 'Name' and 'Client ID' along with optional additional fields such as description, status as 'In Progress', billing type, start date, deadline, and progress percentage.