89 comments found.
Hi there, is this the right plug to connect Quickbooks? Do you provide any info on how to connect Quickbooks and perfex?
Hello.
Thats a webhooks module – you can trigger things like payment capture and notify QuickBooks upon it.
We also offer a QuickBooks integration module through our portfolio (please check our profile’s portfolio for it).
Okay thank you, I found it. I’m based in South Africa, is it still okay to use it?
We have tested a few countries for this module and if your country is not included, we may not be able to ensure the compatibility level.
Webhooks, on the other hand, are supposed to work just fine, no matter of the QB country’s account.
when i create lead from web to lead why created lead is not calling webhook
Hello.
Please raise a support ticket within the support portal. Team will help you with the issue you are locally facing.
hello, issue with json post Invalid json input: property \”\” not found at stream position 5 ticket created 37925
Hello.
A ticket is needed for this technical question – please bare with our support team for a reply under this item’s TAT for support replies.
thank you. Ticket 37925 is created
Thanks. Team will get back to you during business days-hours and according to item’s support TAT.
Hi there, Can I use this plugin with https://www.pabbly.com/ ? Thank you
Yes, our module can be used with every third party service.
can i use this module to add new clients/contacts to my mailerlite mailinglist ?
Of course you can – thats the purpose of it, to connect data with third party services.
can you create one module for whmcs, so we can connect perfex with whmcs for accounts
We can take up custom development projects if needed, yes. Please contact us with your brief, through our CodeCanyon’s profile contact form.
Hi, please update your documentation to connect to Zapier, the information provided is outdated.
Thanks.
Hello.
Videocast showcases a sample connection and its simply informative – we dont provide specific videos for services.
Our module can be connected with tons of services out there – we just share a couple of videos of having it done – those are not step by step guides on how to perform the connection, as every connection has its own setup and steps, according to your own requirements.
Using this can I allow my clients to Add a New Project with fields like Project name, Website link, Description, Start date and end date, client name. through their portal?
This is a webhooks module – it triggers URL calls with the necessary data, upon actions that happen inside the CRM, when you set them to be triggered.
You are probably looking for our other item, the API module, which enables you to act based on what you describe.
Webhook, also called reverse API, web callback, or an HTTP push API is a way for an app to provide other applications with real-time information. It delivers data as an event happens or almost immediately and it is less resource-intensive because it saves you time on constantly polling (checking) for new data.
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.
Dear Support Team,
I am currently using Perfex CRM and I have a requirement to integrate it with a webhook to capture form data from my WordPress website. Specifically, I am using the Green Form plugin/Advada Form and I would like the data submitted through the form to be automatically transferred into my Perfex CRM.
I wanted to inquire whether it is possible to achieve this integration using Perfex CRM and if so, what steps or configurations are involved. I believe that integrating the CRM with a webhook could streamline my data management process and enhance the efficiency of my lead generation activities.
Could you please provide guidance on how I can set up this integration? Specifically, I would appreciate information on the following:
Compatibility: Is Perfex CRM compatible with webhooks for form data integration OR receive from wordpress form to perfex CRM using webhook?
Configuration: What steps are required to establish the connection between Perfex CRM and the webhook?
Data Mapping: How can I ensure that the form data is accurately mapped and captured within the CRM?
Testing and Troubleshooting: Are there any specific testing procedures or troubleshooting steps I should be aware of during the integration process?
I would be grateful for any documentation, tutorials, or guidance you can provide to assist me in achieving this integration successfully. Additionally, if there are any plugins or extensions available within the Perfex CRM ecosystem that specifically cater to webhook integrations with popular form plugins like Green Form/Avada Form, please let me know.
Thank you for your attention to this matter. I look forward to your response and any suggestions you may have to help me accomplish this integration effectively.
Best regards,
Hello and thank you for your comment.
What you looking forward to implement is doable, of course, as our item’s purpose is exact this: to connect your Perfex CRM with third party services/websites.
Our item is compatible with every end-service/website, as it is using webhooks to notify it.
The way that you will implement this connection is up to you, as it relies on your specific needs.
Our salespage contains a few videocasted examples on how to created Webhooks for popular services. If you are still not sure about the way your custom connection needs to be implemented, we strongly suggest that you hire a developer in order to have it done the proper way. Data mapping etc, are part of it.
Thank you
Anytime! Cheers 
Team, Will you do customisation if required at additional cost?
That depends on the customization and on the available timeframe. Can you please contact our sales team through our profile’s contact form with details?
Hello
If i buy this + multitenancy module for perfex, will i be able to offer webhooks for every tenant?
All modules can be used in all tenants, as long as you enable them in the respective plan and they have a valid license (regular license allows usage in one domain).
Hi Team, We have a use case to trigger a webhook when there is a status updated in the tickets. We need to capture the Customer contact no / Staff Contact no as part Data which needs to sent our application to trigger SMS and WA notification.
Also, we need filter function in webhook. Like if Status = Assigned then the webhook to be triggered if the condition not met then it should not even though it is in active state.
Hello.
You can check out the list of available triggers and their actions (which are based in the current available hooks of the core) and decide if our module fits your needs.
it can integrate https://servetel.readme.io/docs/click-to-call ?
Yes, you can integrate our module with every third party item.
which of your item will be needed? webhook, api or both
That depends on what is your exact scope. If you are not sure about which item is needed, you need to have your developer asked about it. He will analyze your needs and advise accordingly.
Why am I receiving this error: Webhook received but wpf_action was not specified., also no logs are being created inside the plugin
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 will get back to you about it.
Thank you.
hello, really keen to get it, but just to confirm that if there is a comment or update in a task, we can’t use the webhook right? any idea when you can add those?
Our module supports the available hooks of Perfex CRM’s core. The current list of the supported functions/methods can be found at Item Details tab of its salespage.
please add capabilities to fire webook when lead change to specific state.
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.
Hi, Can I add webhooks of another system and send data to perfex crm?
Webhooks are triggered calls that reach a third party source.
In order to do a vice versa communication, you need to use our REST API module.
hello, do you have a demo? and can this work without external program but work on itself. like for example, once a customer is created—>> create a task with this description and use the customer name in the field.
Hello.
There is no demo for the webhooks module – as it would contain sensitive information.
We do support Customers trigger. But you will have to write your custom need in a custom script in order to support something that is not coming inside the box with this module (webhooks are usually calling third party URLs) – I dont see any issue to call a localhost script or related that will loop back to the Perfex CRM itself.
Hi, does this work with MailWizz’s new API? Your example video is the outdated API, I don’t think it will work the same way.
MailWizz recently changed its interface but our videocast is not supposed to follow every third party’s service update.
We just showcase the possibility of connection with this service (there are dozens of services out there) – our item’s work is to notify X third party source upon specific actions that happen inside the CRM.
Hello, I purchased this a few days ago. I submitted a ticket after purchase and I’m still waiting for a reply.
All support tickets are being replied within the support policy TAT, found in item’s page (Support tab).
Ok. I don’t mean to rush you, but Is it possible you can answer the ticket I submitted 3 days ago today? My client is on me about this.
Hello.
All tickets are being responded during the TAT of support policy. No tickets exist for periods longer than this (ie 3 days) – I just checked this with the support team.
Please check your ticket again and reply straight to the support team.
Thank you, you’re right, there was a response. I didn’t get notified in email about the response. I appreciate the help!
Not a problem! Glad we helped.
I purchase the lic yesterday , upon activation it is giving me Error -Site is currently unable to handle this request. HTTP ERROR 500
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.
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