REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps

REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps
REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps
VERSION 1.3.0 Released ⚡

NEW – Users API (List, Get, Search, Add, Update, Delete)
NEW – Tasks API (full CRUD + search)
NEW – Expenses API (full CRUD + search)
NEW – Estimates API (full CRUD + search)
NEW – Proposals API (full CRUD + search)
NEW – Orders API (full CRUD + search)
NEW – Contracts API (full CRUD + search)
NEW – Milestones API (full CRUD + search)
NEW – Project Comments API (full CRUD + search)
NEW – Messages API (full CRUD + search)
NEW – Notes API (full CRUD + search)
NEW – Events API (full CRUD + search)
NEW – Announcements API (full CRUD + search)
NEW – Leave Applications API (full CRUD + search)
NEW – ToDo API (full CRUD + search)
NEW – Attendance API (full CRUD + search)
NEW – Payment Methods API (full CRUD + search)
NEW – Invoice Payments API (full CRUD + search)
NEW – Notifications API (full CRUD + search)
NEW – Ticket Comments API (full CRUD + search)
NEW – Activity Logs API (read-only, list, get, search)
NEW – Success response documentation for all endpoints
FIX – API documentation URL normalization (no double slashes in endpoints)

Automate tasks, retrieve data, and streamline client management

This module enables you to use REST API through your RISE CRM.
It includes a variety of useful commands in order to control your RISE installation remotely, through third party applications.

The RISE API operates over HTTPS and uses JSON as its data format. The API is a RESTful API and utilizes HTTP methods and HTTP status codes to specify requests and responses.

A REST API defines a set of functions which developers can perform requests and receive responses via HTTP protocol such as GET and POST.
Our item contains a complete documentation – If you are unsure about your coding skills or you do not understand what exactly an API is, you might need to consider hiring an expert.

Note that due to CI limitations, you might be needed to include /index.php/ in your endpoints.

Documentation & Commands

This is a complete API service for RISE installations, with which, you can implement your own third party service connections.




Keys Management Screenshot:



Sample request/response:





Available actions through API:

Users
→ Add New User
→ Delete a User
→ List all Users information
→ Search Users Information
→ Update a User

Leads
→ Add New Lead
→ Delete a Lead
→ List all leads information
→ Search Leads Information
→ Update a Lead

Clients
→ Add New Client
→ Delete a Client
→ List all Clients information
→ Search Client Information
→ Update a Client

Projects
→ Add New Project
→ Delete a Project
→ List all Project Information
→ Search Project information
→ Update a Project

Tasks
→ Add New Task
→ Delete a Task
→ List all Tasks information
→ Search Task Information
→ Update a Task

Milestones
→ Add New Milestone
→ Delete a Milestone
→ List all Milestones
→ Search Milestones
→ Update a Milestone

Project Comments
→ Add Project Comment
→ Delete a Project Comment
→ List all Project Comments
→ Search Project Comments
→ Update a Project Comment

Invoices
→ Add an Invoice
→ Edit an Invoice
→ Delete an Invoice
→ List all Invoice information
→ Search invoice Information

Invoice Payments
→ Add Invoice Payment
→ Delete an Invoice Payment
→ List all Invoice Payments
→ Search Invoice Payments
→ Update an Invoice Payment

Expenses
→ Add New Expense
→ Delete an Expense
→ List all Expenses
→ Search Expenses
→ Update an Expense

Estimates
→ Add New Estimate
→ Delete an Estimate
→ List all Estimates
→ Search Estimates
→ Update an Estimate

Proposals
→ Add New Proposal
→ Delete a Proposal
→ List all Proposals
→ Search Proposals
→ Update a Proposal

Orders
→ Add New Order
→ Delete an Order
→ List all Orders
→ Search Orders
→ Update an Order

Contracts
→ Add New Contract
→ Delete a Contract
→ List all Contracts
→ Search Contracts
→ Update a Contract

Tickets
→ Add New Ticket
→ Delete a Ticket
→ List all Tickets information
→ Search Ticket Information
→ Update a Ticket

Ticket Comments
→ Add Ticket Comment
→ Delete a Ticket Comment
→ List all Ticket Comments
→ Search Ticket Comments
→ Update a Ticket Comment

Messages
→ Add New Message
→ Delete a Message
→ List all Messages
→ Search Messages
→ Update a Message (e.g. mark as read)

Notes
→ Add New Note
→ Delete a Note
→ List all Notes
→ Search Notes
→ Update a Note

Events
→ Add New Event
→ Delete an Event
→ List all Events
→ Search Events
→ Update an Event

Announcements
→ Add New Announcement
→ Delete an Announcement
→ List all Announcements
→ Search Announcements
→ Update an Announcement

Leave Applications
→ Add Leave Application
→ Delete a Leave Application
→ List all Leave Applications
→ Search Leave Applications
→ Update a Leave Application

ToDo
→ Add New ToDo Item
→ Delete a ToDo Item
→ List all ToDo Items
→ Search ToDo Items
→ Update a ToDo Item

Attendance
→ Add Attendance Record
→ Delete an Attendance Record
→ List all Attendance Records
→ Search Attendance
→ Update Attendance

Payment Methods
→ Add Payment Method
→ Delete a Payment Method
→ List all Payment Methods
→ Search Payment Methods
→ Update a Payment Method

Notifications
→ Add Notification
→ Delete a Notification
→ List all Notifications
→ Search Notifications
→ Update a Notification (e.g. mark as read)

Activity Logs
→ List all Activity Logs (read-only)
→ Get Activity Log by ID
→ Search Activity Logs

Miscellaneous
→ List Client Groups
→ List Contact by ClientID
→ List Invoice Labels
→ List Invoice Taxes
→ List Project Labels
→ List Project Members
→ List Staff owner
→ List Ticket Labels
→ List Ticket Types




Support

It takes only a few seconds to be installed, activated and have a fully working API for RISE.

If you have any questions, feel free to raise a support ticket at our support area .
Guys from support department will get back to you as soon as possible with a reply.




Version 1.3.0

-NEW: Users API (full CRUD + search) -NEW: Tasks API (full CRUD + search) -NEW: Expenses API (full CRUD + search) -NEW: Estimates API (full CRUD + search) -NEW: Proposals API (full CRUD + search) -NEW: Orders API (full CRUD + search) -NEW: Contracts API (full CRUD + search) -NEW: Milestones API (full CRUD + search) -NEW: Project Comments API (full CRUD + search) -NEW: Messages API (full CRUD + search) -NEW: Notes API (full CRUD + search) -NEW: Events API (full CRUD + search) -NEW: Announcements API (full CRUD + search) -NEW: Leave Applications API (full CRUD + search) -NEW: ToDo API (full CRUD + search) -NEW: Attendance API (full CRUD + search) -NEW: Payment Methods API (full CRUD + search) -NEW: Invoice Payments API (full CRUD + search) -NEW: Notifications API (full CRUD + search) -NEW: Ticket Comments API (full CRUD + search) -NEW: Activity Logs API (read-only) -NEW: Success response documentation for all API endpoints 

Version 1.2.2

-Compatibility fixes for the last version of RISE CRM and PHP8.3.x 

Version 1.2.1

-Compatibility fixes for the last version of RISE CRM -Projects Controller improvements -Invoice Controller improvements 

Version 1.2.0

-Minor Fixes -Code Improvements -Documentation Updates 

Version 1.1.0

-Compatibility fixes for PHP 8.x -Code Improvements 

Version 1.0.1c

-Added translate-ready support for all languages 

Version 1.0.1b

-Added support for Tickets -Added support for Invoices 

Version 1.0.1

-Added support for Leads -Added support for Clients -Added support for Projects -Added support for Misc Actions (check documentation for details) 

REST API Plugin for RISE CRM - Automate Workflows and connect Third-Party Apps

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