PerfexCRM

Interact with PerfexCRM API

Actions181

Invoice Actions
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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 → Send

AI-generated

Summary

Send a proposal email via PerfexCRM, optionally attaching the proposal PDF and including CC recipients.

Inputs

Proposal ID (required) — The ID identifying the proposal to be sent.
Additional Fields — Optional parameters including whether to attach the proposal PDF to the email (default: true) and comma-separated CC email addresses.

Output shape

a single JSON object representing the API response confirming the send action or error details if applicable.

The operation performs an HTTP POST request to send the proposal email; the response contains the API's confirmation or error message. No pagination or multiple results are involved.

PerfexCRMInstall