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 → Update

AI-generated

Summary

Update an existing proposal in PerfexCRM by specifying its Proposal ID and the fields to modify.

Inputs

Proposal ID (required) — The ID of the proposal to update.
Update Fields — Fields of the proposal to update, such as address, adjustment, allow comments, assigned staff, city, country, date, discount values, email, open till date, phone, proposal recipient details, related item info, state, status, subject, tags, zip, and custom fields (custom fields require numeric ID or slug as key and a value).

Output shape

a single record representing the updated proposal retrieved from the PerfexCRM API

Returns the full updated proposal record as JSON. If multiple input items are processed, returns an array of updated proposals. Errors are returned per-item if Continue On Fail is enabled.

PerfexCRMInstall