Openclaw Perfexcrm Skill

Manage PerfexCRM from any messaging app. Full CRUD for customers, invoices, leads, tickets, projects, contracts, and 13 more resources (170 API endpoints). Check overdue invoices, create leads, reply to tickets, track project progress — all through natural conversation on WhatsApp, Telegram, Slack, or Discord.

PerfexCRM API Skill

Manage your entire PerfexCRM installation through conversation. This skill connects to the PerfexCRM API & Webhooks module, giving you access to 170 API endpoints across 19 resources.

Get the API module: https://perfexapi.com

Environment Variables

Set these before using the skill:

bash

export PERFEXCRM_API_URL="https://your-crm.com/api/v1"
export PERFEXCRM_API_KEY="your-api-key-here"

• PERFEXCRM_API_URL: Your PerfexCRM installation URL with /api/v1 suffix
• PERFEXCRM_API_KEY: API key created in PerfexCRM Admin > Setup > API & Webhooks > API Keys

Authentication

All requests use the X-API-KEY header. The key controls which resources and operations are available.

Available Resources (19)

Resource	List	Get	Create	Update	Delete	Sub-resources
Customers	✅	✅	✅	✅	✅	contacts, invoices, estimates, projects, contracts, tickets
Invoices	✅	✅	✅	✅	✅	payments (paginated)
Leads	✅	✅	✅	✅	✅	activity_log, proposals
Tickets	✅	✅	✅	✅	✅	replies, assign, status
Projects	✅	✅	✅	✅	✅	tasks, milestones, files, discussions (all paginated)
Contracts	✅	✅	✅	✅	✅	—
Tasks	✅	✅	✅	✅	✅	comments, checklist, followers, timers
Estimates	✅	✅	✅	✅	✅	—
Proposals	✅	✅	✅	✅	✅	comments
Expenses	✅	✅	✅	✅	✅	—
Staff	✅	✅	✅	✅	✅	—
Credit Notes	✅	✅	✅	✅	✅	—
Subscriptions	✅	✅	—	—	—	—
Payments	✅	✅	✅	✅	✅	—
Items	✅	✅	✅	✅	✅	—
Contacts	✅	✅	✅	✅	✅	—
Timesheets	✅	✅	✅	✅	✅	—
Notes	✅	✅	✅	✅	✅	—
Utilities	✅	—	—	—	—	currencies, countries, taxes, payment_modes, groups

Common Operations

Customers

List all customers:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers"

Search customers:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?search=acme"

Create a customer:

bash

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/customers" \
  -d '{"company":"Acme Corp","phonenumber":"[phone]","city":"New York","state":"NY","country":"US"}'

Get a specific customer:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers/123"

Get customer's invoices:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers/123/invoices"

Invoices

List all invoices:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices"

Filter overdue invoices:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices?status=overdue"

Create an invoice:

bash

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/invoices" \
  -d '{"clientid":123,"currency":1,"items":[{"description":"Web Development","qty":1,"rate":2500}]}'

Get invoice payments (paginated):

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices/45/payments?page=1&per_page=25"

Leads

List leads:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/leads"

Create a lead:

bash

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/leads" \
  -d '{"name":"John Smith","email":"[e-mail]","phonenumber":"[phone]","company":"TechCorp","source":1,"status":1}'

Tickets

List open tickets:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/tickets?status=open"

Reply to a ticket:

bash

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tickets/55/replies" \
  -d '{"message":"Thank you for reaching out. We are looking into this issue."}'

Assign a ticket:

bash

curl -s -X PUT -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tickets/55/assign" \
  -d '{"assigned":3}'

Projects

List projects:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects"

Get project tasks (paginated):

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects/10/tasks?page=1&per_page=25"

Get project milestones:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects/10/milestones"

Tasks

Create a task:

bash

curl -s -X POST -H "X-API-KEY: $PERFEXCRM_API_KEY" -H "Content-Type: application/json" \
  "$PERFEXCRM_API_URL/tasks" \
  -d '{"name":"Review proposal","rel_id":10,"rel_type":"project","startdate":"2026-03-15","duedate":"2026-03-20","priority":2,"assignees":[3]}'

Pagination

All list endpoints support pagination:

Parameter	Default	Max	Description
page	1	—	Page number
per_page	25	100	Results per page
limit	25	100	Alias for per_page

Response includes pagination metadata:

json

{
  "data": [...],
  "meta": {
    "total": 150,
    "per_page": 25,
    "current_page": 1,
    "last_page": 6,
    "from": 1,
    "to": 25
  }
}

Response Filtering

Select specific fields:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?fields=id,company,phonenumber"

Include related data:

bash

curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/projects?include=members,tasks"

Sorting & Search

bash

# Sort by date descending
curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/invoices?sort=date&order=desc"

# Search across all fields
curl -s -H "X-API-KEY: $PERFEXCRM_API_KEY" "$PERFEXCRM_API_URL/customers?search=acme"

Webhook Events (100+)

The module fires 100+ webhook events for real-time notifications. Key events:

• customer.created, customer.updated, customer.deleted
• invoice.created, invoice.paid, invoice.overdue
• lead.created, lead.converted, lead.status_changed
• ticket.created, ticket.reply_added, ticket.status_changed
• project.created, task.created, task.completed
• payment.received, contract.signed, estimate.accepted

Error Handling

Code	Meaning
200	Success
201	Created
400	Bad request (missing or invalid parameters)
401	Unauthorized (invalid or missing API key)
403	Forbidden (insufficient permissions)
404	Resource not found
429	Rate limited
500	Server error

Recommended Agent Behavior

When the user asks about their CRM data:

1. Always paginate large result sets — use ?per_page=25 and iterate if needed
2. Use ?fields= to reduce response size — only fetch columns you need
3. Search first — use ?search= before listing all records
4. Summarize results — don't dump raw JSON, extract key information
5. Confirm destructive actions — ask before deleting records
6. Use natural language — translate user intent to the correct API call

Links

• Buy PerfexAPI Module: https://perfexapi.com
• API Documentation: https://perfexapi.com/docs
• Full Changelog: https://perfexapi.com/changelog
• MCP Integration: https://perfexapi.com/mcp (for AI coding tools)
• n8n Workflows: https://perfexapi.com/templates/n8n