PerfexCRM

Interact with PerfexCRM API

Actions181

Invoice Actions
- Get
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- Get Payments
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Timesheet Actions
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Customer Actions
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Ticket Actions
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Lead Actions
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Project Actions
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Contract Actions
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Estimate Actions
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Expense Actions
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Proposal Actions
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Staff Actions
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Task Actions
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Credit Note Actions
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Item Actions
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Payment Actions
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Contact Actions
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Note Actions
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Knowledge Base Actions
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Knowledge Base Group Actions
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Subscription Actions
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Utility Actions
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Proposal → Create

AI-generated

Summary

Create a new proposal in PerfexCRM with specified subject and date, optionally including additional details such as recipient info, status, discounts, and custom fields.

Inputs

Subject (required) — Set the proposal's subject line.
Date (required) — Specify the date of the proposal.
Additional Fields — Optional extra fields including address, adjustment amounts, assigned staff, client details, currency, discount info, proposal recipient contact info, related item linkage, status, tags, zip, and custom fields for PerfexCRM.

Output shape

a single object representing the newly created proposal, including all provided and defaulted fields.

Returned data matches the structure of the PerfexCRM proposal resource created via the API call. Date fields are validated and formatted. Email fields are validated. Custom fields must be provided as key-value pairs where keys are numeric IDs or slugs.

Examples

Example 1: Create a proposal with subject 'Website Redesign', date '2024-06-15', assigned staff ID, and a custom discount.

Subject='Website Redesign', Date='2024-06-15', Additional Fields: Assigned='15', Discount Percent=10, Custom Fields with one entry for field ID '21' and value 'Special Offer'.

PerfexCRMInstall