242 comments found.
Hello, if I buy this module from you: SaaS module for Perfex CRM – Multi Tenancy Support, will SaaS clients be able to use notifications for their clients?
Hello.
SaaS tenant administrators will inheirt the administration flow and access of Perfex CRM.
Thus said, whats happening to a single installation of Perfex CRM, will happen to the tenant installations for admins and their notifications.
Am I correct in understanding that I’m purchasing: - CRM - SaaS module - This module
SaaS clients will be able to see “Discussion on WhatsApp Cloud API Business Integration module for Perfex CRM” in their CRM settings. There, they can enter their Meta API keys and send notifications to their clients.
Yes, if you purchase Perfex, our SaaS module and this module, SaaS tenants will be able to activate it at their instances, by using the respective license, as long as module is enabled in the plan, tenant was assigned.
Ticket #53837
Hello.
Support team will get back to you after checking your ticket.
?
Hello,
is it compatible with: https://codecanyon.net/item/perfex-crm-saas-module-transform-your-perfex-crm-into-a-powerful-multitenancy-solution/46070331
What is difference between this and WhatsApp Official Cloud API Chat & Marketing Automation module for Perfex CRM module?
Which one is good for SAAS CRM?
Our module is supposed to be working fine, no matter of the SaaS module selectio you will choose, as long as this module supports third party modules.
WhatsApp Official Cloud API Chat & Marketing Automation module for Perfex CRM module is a different module, serving another purpose. Please run through its salespage description to be able to clearly compare them and decide which one fits your needs.
Hi looking to buy
Pre-sales Questions
1. All the task statuses will be sent to the user and followers, like assign task, complete task, work in progress, and all
Hello.
The currently supported actions set can be found in item’s details of this salespage.
We regularly update our item to support more and more actions.
wie kann man die Lizenz resetten ? für eine neue Installation ?
Yes, you can use the license reset tool found inside the support portal.
Hi, I’ve pre-sale questions.
1. Does the Facebook API have a usage cost? 2. You set variables like {{1}} and {{2}} in your tutorial, where did you map them so that {{1}} is the first name, for example?
thank you, best regards
You can use the API without cost.
Merge fields are mapped in the generated templates
Hi,
I am using Multi-Tenancy (approx 10 tenants) in my Perfex CRM. Please confirm, a single purchase will work for all the tenants, or I have to purchase a separate licence for each?
Thanks
Can we send a WhatsApp message to both parties (Buyer & Seller) when a lead comes in the CRM?
Seller is supposed to be yourself.
The purpose of this module is to automate communication with the potential client (lead)
Each regular license is supposed to be used under a single instance of Perfex CRM.
I see this plugin needs [WhatsApp Registered Phone Number ID], [WhatsApp Permenant Access Token] and [WhatsApp Business Account ID]. How can get these all?
Upon purchase, you will receive a full documentation about how to get those.
1. Trial Availability: Do you offer a trial version (even for 3–7 days) so we can test the WhatsApp approval and setup process before purchasing for our client? 2. Facebook/WhatsApp Account Requirement: If we don’t have access to the client’s Facebook Business account, can we still set up and test the module using our own account? Is it possible to transfer later? 3. Notifications to All Parties: Can this module send WhatsApp notifications to the client (customer), staff, and admin for each trigger? Is it customizable per role? 4. Meta Business Verification: Does the module require full Facebook Business Verification to work, or can it send messages even if verification is still pending or under review? 5. Fallback or Error Handling: What happens if WhatsApp Cloud API approval is denied or delayed? Does the module fall back to another channel or show any alerts/logs?
Hello.
A trial would contain sensitive information and unfortunately, it cannot be provided.
Our module needs a simple Facebook App – documentation will guide you through, you dont need Business Manager access.
This module can send notifications to and according, to the list/triggers found in its Sales page.
You dont need to wait for a review approval.
You dont need to verify your business – but doing so will allow you raise limits of usage of WhatsApp Cloud API > https://developers.facebook.com/docs/whatsapp/messaging-limits/
Our module contains errorlog for every entry – detailed and clear.
As far as I understand, we’ll first create a template, let’s say for a customer. When the invoice is created, will the customer receive it along with a link or a PDF attachment?
Thats correct
i have been trying install it. this is the error am facing (#200) You do not have permission to access this field.i have created the ticket. if someone can address that asap.
Team will get back to you during the business days/hours and according to this item’s support policy.
Please bare with the support team for a reply.
Thanks
Please bare with the team for a reply under business days/hours.
there is no one reply to the tickets? what happened?
Not sure why you are wait for a reply – you answered your own ticket that issue is resolved and we shall close it:
No it’s not that. it is about a WhatsApp Log having Task entries. whereas i haven’t yet added any task related job.
Can you please continue the conversation with the support team – within the respective support ticket? Its sales here – support team is not monitoring this area.
Yes, I don’t need to message here because it doesn’t resolve the issue. I think the technical team should reply at least within 24 hours, and that’s all that needs to be done.
Thanks for your feedback. That was noted.
I ask you a question: if I wanted a customer of mine to automatically open a tickect on perfex by sending a message to my number
Our module uses action hooks to execute WhatsApp Cloud API based actions – not vice versa. You may be able to automate such a task with our REST API module for Perfex CRM, which supports opening a ticket remotely.
After purchasing the modules you can configure this work for me
Full documentation will help you with all needed steps. It is bundled with the downloadble of our module.
my support expired. Today When I create new template and integrate. I got an error “Parameter name is missing or empty” Response Code 400 and code is 100. As per Meta’s recent update and Policy, we need to include the parameter name in the request body.
Please update your code ASAP. Thanks
I can confirm that there’s no such issue in our code – Templates do work just fine and they should work for you, too.
yes you are right. All old Template is working fine where Whatsapp Template variable was {{1}}, {{2}} and so on format, but in new Whatsapp template (According to Latest Guidelines) We have to parse parameter name also. You can try by approving new template in Whatsapp messaging template I am getting this notification when creating new template
“This template contains variable parameters with incorrect formatting. Variable parameters must be lowercase characters, underscores and numbers with two sets of curly brackets (for example, {{customer_name}}, {{order_id}}).”
Unfortunately, its sale here.
Please raise a support ticket within the support portal, if you need technical assistance by the team.
I don’t need any technical assistant. meta has been updated own template policy, so new template message is not working. Please forward this message to your technical team. Also please update CODE. Thanks
Sure thing. I can forward this to the team for review, but I need some more info prior doing so.
IE: whats the Meta URL of the change you are referring to ?
I gave a check at the official developers guide and Templates havent changed at all:
Hi, I’m considering purchasing the WhatsApp addon and have a few questions:
1. In my existing setup, I provide credits to customers for sending WhatsApp messages, handling their API billing with a profit margin. Can I use your addon for this?
2. If I have 50 clients who send daily campaigns, I’d like to ensure their campaigns run parallelly and efficiently using load balancing. Can your addon support this?
Looking forward to your reply, thank you!
Our module uses official Meta’s Cloud API for WhatsApp – if you can integrate a limit per messages using custom developement, thats fine – however, this is not something that comes shipped with our module.
Regarding the campaigns question, note that our module sends automated triggered messages and custom broadcast messages.
Notification not going for task created and it should go on the date as per the custom remainder we set
Please raise a support ticket within support area so our engineers can help you with your local issue
Hello it allow me to select any 1 customer or all customer and staff and leads why cant we select customer,staff,leads group if available ?
Hello.
Our module uses triggered actions to notify affected staff members/customers that fall inside the related action (one each time)
Hi, it will support “ Appointment Module for Perfex CRM “ ?
Our module is independent – not sure what you are trying to support from the other third party module, but everything except core functions is not supposed to be predirected in terms of compatibility.
Same applies for other modules – no vendor will assure you compatibility with our own module.
just a few question
1- for example the module send the new invoice automatically when created?
2- if I purchase and need custom work are your available? because what i need to send reminders and new reservation in that plugin ?
Hello.
Yes about the first one.
And we are partially available for custom work – that will depend on the period of your request. Every experienced CI developer will be able to do those changes though.
I have licence for this module and want to use in new domain so i reset my licence key from some link, and install module in my new domain but when i try to active it, it will be active but show error on screen.
and when i deactive it error gone , also talk with CRM support they told me this issue is happen from this plugin so i need to contact to you
Hello.
Activation shall go just fine there, if you resetted your license key – unless you are facing local technical issues.
every user can open separate what’s app and he can make normal chat
Pease check item’s description and screenshots – this is an automation module, not one that provides live chat.
I reset my password on the platform and still it’s not activating. I had to uninstall and reinstall the new update and now I can’t activate it.
Hello and thank you for your comment.
As its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page. Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.
Our support team’s response time is also mentioned in the same tab.
Thank you.
Your support ticked is not allowing me to create a ticket. I don’t need support. The reset password did not work. I need my password reset.
In which account are you referring at, for a reset?
For WhatsApp Cloud API Business Integration module, I updated then is said some gap issue, then I uninstalled, and reinstalled. Then tried to activate and now I’m stuck as the purchase key is not reset after it said reset successful
If you got a successful message – your key shall be ready for activation.
I did get a successful message but still getting this error, and it’s not allowing me to reset it again. https://drive.google.com/file/d/1KUtEjVOuBeGKThMmeYfDNNxfYEoA4ImQ/view?usp=sharing
Please double check your keys – the error seems related to wrong key usage.
thanks, managed to find the correct keys.
Cool!
Guys, doesn’t it allow to send notifications to each staff member assigned to a task or it just send to the first assignee selected ?
As i noticed someone mentioned this ””When i send a message intended for all staff members, it appears that only the first individual in the recipient list receives the message, while the others do not.”“
Is this fixed or not also when can you add more triggers like reminders and auto-generated invoices, proposal accepted or declined etc.
Thanks
There’s nothing to be fixed. This is how our module works and clearly stated in Item Details page.
This module is under ongoing development, so new features are already on our to-dos list.
Does this module
Send each time invoice is made ? Payments recipts?
Can customer interact or themselves fetch invoices proposals contracts etc ? Also payment receipts or outstanding report ?
Our modules introduces a triggering concept to send out one way WhatsApp messages through Business Cloud API.
Current version’s supported actions list for those triggers can be found at Item’s Details tab, under Item’s description.
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While installing modiule
Hello.
Please raise a support ticket within support area so our engineers can answer it accurately.
Its sales here.
