Code

Discussion on Webhooks Automation Module for Perfex CRM

Discussion on Webhooks Automation Module for Perfex CRM

Cart 623 sales
Recently Updated

themesic supports this item

Supported

This author's response time can be up to 2 business days.

181 comments found.

Can this work with WhatsApp API to send invoice generation, invoice reminders and invoice overdue to customers via WhatsApp?

You can create webhook events for Invoices – yes. They will ping a specific URL you set with all needed data that you can handle to parse to WhatsApp Cloud API through your favourite automation software (n8n, Zapier etc) in order to achieve your goal.

Any Step-By-Step Guide for this?

Our team can guide you through – just raise a support ticket after purchase.

Hello.

This isn’t support; it’s a couple of bugs I found. Also, my support contract has expired.

1. The Webhook function in the Webhooks Automation Module for Perfex CRM and the Support for REST API module for Perfex CRM are named the same in the system, causing an incompatibility and therefore an error.

2. When I create a ticket through the API, the client contact doesn’t receive the email notification. After many tests, I identified that it’s an API issue, since the notification is received natively and with other integrations.

Thanks.

I have only one installation of this Webhook module on my PerfexCRM, but it keeps unverified after a while. It’s quite annoying. Is there any solution for this?

That shall not happen.

Please raise a support ticket within the support portal, so our engineers can investigate what went wrong at your local installation.

Hi, I am planning to purchase this webhook module to integrade with my mailwizz application, but need some more information. can you share some documents and features how will it work with mailwizz?

We already do have anm configuration showcase videocast for this service, hosted under our YT channel.

My add-on suddenly becomes inactive after a few days and I need to reactivate it again in order to work. Any ideas?

That shall not happen.

Please raise a support ticket within the support portal, so our engineers can investigate what went wrong at your local installation.

I searched but could not find the answer. With this module is there an option to send a webhook when someone adding a comment to a task?

You can currently send out Webhooks in Add and Edit actions of Tasks controller. Our team might implement new supported actions, related to Tasks controller, in a future release.

wie kann man die Lizenz resetten ? für eine neue Installation ?

Yes, you can use the license reset tool found inside the support portal.

iontics Purchased

There is a gap in the migration sequence near version number: 130 when try update database

Seems that you missed a migration – please raise a support ticket within support area so our engineers can help you with your local issue.

sam_a

sam_a Purchased

The plugin keeps deactivating itself making it completely useless. I keep having to add the license key for it to reactivate. Days later I log in and see it’s deactivated again. A webhook plugin that deactivates itself is utterly useless. Please fix this or provide a refund. I’m also being asked to repurchase support just to get help with this issue. I’m not going to pay more for a plugin I can’t use.

This is not supposed to be happening and it doesnt happen under s properly configured environment.

Please raise a support ticket within support area so our engineers can help you. Its sales here.

sam_a

sam_a Purchased

And there is the trouble, you want me to pay for renewing support so I can access your team. I’ve tried to uninstall and download the latest version. I’m also using an unmodified version of the latest Perfex CRM.

I’ll happily renew my support if I know this will be fixed but I’m not going to give your engineers access to my live platform.

We understand your frustration and want to clarify a few points. The software you purchased is fully functional in a properly configured environment, as experienced by thousands of other users.

Regarding support: the 6-month support period you purchased via CodeCanyon has already expired. Renewing support is handled entirely through CodeCanyon’s platform; this is not something we control. This is standard for all Envato/CodeCanyon items, and if you wish to continue receiving direct assistance from our engineers, a support renewal must be purchased there.

Concerning the issue you reported: if your setup does not allow our engineers access, that’s perfectly fine—you can attempt to resolve the issue yourself. If, however, you want our team to directly troubleshoot the problem, access will be required. For sensitive environments, we can sign an NDA to ensure full confidentiality, or alternatively, we can guide you step by step on what to check without accessing your system directly.

Please note that public comments on the item page are not the proper place for technical support. Following the official support channels ensures faster and safer resolution.

Thank you for your understanding.

Is it possible to add a feature for webhook when a contract has been signed?

Thanks for feature request. We will consider it, in a future version.

Can I connect to Manager accounting software? they have a acess token and api

Using our module, you can send webhook notifications to every third party service.

sambuev Purchased

How to configure webhook lead create event, I have one webhook sending me email and phone, but no name, how can I receive it in Perfex and add it as Lead.

Please raise a support ticket within support area so our engineers can help you with your technical question. It’s sales here.

I am interested in this plugin. Is there a dev site where I can check what kind of events and what data I can send?

Unfortunately no – we dont offer such a demo in order to avoid spammy actions and sensitive data.

However, our module is pretty straight forward and includes all mentioned actions/trigers/rules in its salespage (along with the respective screenshots)

There’s a problem with the license key server; it often disables my key, requiring me to manually input the license again for the webhooks to function. Do I need to allow the license server’s IP or something similar?

Licenses are being validated using Envato Licensing API. Please ensure that you are not blocking any external connections. If you are still facing issues, you might need to contact support team, as it sounds more like a non licensing related issue that needs technical investigation.

Hi there, if I buy a new license could you please tell me if there’s a mirror license activation for sandbox use??, Thanks for your help in advance.

You can flush your license and use it in another environment, using our licensing flush tool, found inside support portal.

Hello, what’s the difference between Webhook and Zapier module? What’s best to integrate with Zapier and other apps?

They are two completely different products.

Zapier module offers specific Zapier integration parts with two way communication and Webhooks can be used for oneway notifications from Perfex CRM to third party services.

hey there, pre sales question.

Please, tell me if what i want to do is possible with this module.

i want that every time when i move a lead to a specific column in the kanban, a webhook event is triggered to my n8n flow.

Is it possible? Because i coudn’t find anything about it in the item details.

Our module supports specific triggers – please check its regularly updated list found at Item Details tab and ensure that your needs are met.

We do support Leads Status Change (in case your kanban move is followed by a status change).

I think I understood.

Yeah! That’s exactly what I need. When I move card between kanban options, the lead status changes, and a webhook event is triggered and sent to my n8n flow.

Hi, can I search for a customer when it is created manually? or does it only work with created leads?

Webhooks are supposed to be fired when an action is perfromed from the CRM – Im not sure what you mean “manually”, as our module will work fine if you create a customer the way you are supposed to create him.

When I create a client, I want the webhook to be triggered, does that work?

Yes, customer creation trigger is included.

Works in N8N?

Yes. This is just a webhooks module – it will notify third party service of your choice.

Question, i just purchased the REST API module and is having a hard time getting it to work for me. I am trying to update lead status in the CRM. IS this possible using the webhook module? I am waiting for support to answer my questions/concerns about the REST API module.

Hello Tony.

Webhooks are one way that apps can send automated messages or information to other apps.

A webhook is an one-way data sharing triggered by events, whereas an API (Application Programming Interface) enables two-way communication between software applications driven by requests.

The main difference between them is that webhooks do not need to give a request to get a response while API demands requests to get a response. In other words, webhooks receive, while API retrieves.

by
by
by
by
by
by

Tell us what you think!

We'd like to ask you a few questions to help improve CodeCanyon.

Sure, take me to the survey