178 comments found.
Hello !
I would like to know if I can connect Perfex to (Mon Expert Gestion)
https://www.mon-expert-en-gestion.com/If so, how to configure it I am very interested, thank you.
You can use our webhooks module to connect with every third party service, yes.
Hello can you add company phone number or contact number in all fields https://snipboard.io/undl8J.jpg will you do it?
Thanks for the feature request. This will be analyzed by our team.
Is it added now?
Your feature request will be analyzed by our team. You will receive a response in case its added to the backlog or straight to the product, under a new version.
when it will add?
You will receive a response here – in case its added to the backlog or straight to the product, as mentioned before.
Hello Guys,
Can we get Facebook Leads Form leads with Zapier and this plugin. Kindly give Yes or No so we can understand. Thanks
Amazing, Thanks
Anytime!
I can’t understand if this module will allow to get leads directly from FACEBOOK LEADS FORMS? Is it possible without third party services? Why don’t you have a demo version?
Webhooks are one way that apps can send automated messages or information to other apps.
Does your module give you the ability to send webhooks or does it give you the ability to receive webhooks?
HOW I understand to accept leads from facebook, I need your module to be able to accept incoming webhooks. Does your module allow you to accept incoming webhooks from FACEBOOK?
I think that you are a bit confused.
As my previous comment states “Webhooks are one way that apps can send automated messages or information to other apps.“
A webhook is a lightweight API that powers one-way data sharing triggered by events, whereas an API (Application Programming Interface) enables two-way communication between software applications driven by requests.
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.
Does your module give you the ability to send webhooks or does it give you the ability to receive webhooks?
Our module powers one-way data sharing with third party apps, triggered by events that happen within Perfex CRM, as described in its salespage.
Thanks, now I realise that this module is not suitable for me, it won’t be able to receive webhooks from other apps it only gives them away.
I see.
Thats true – as I wrote in my previous comment, 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 (and sends aswell).
You can get our API module from the following link: REST API for Perfex CRM
I need to use this module to create or update a Google Doc with Proposals. But i cannot find any information on how to do it. (Zapier does not have a proposal trigger). Can you help me?
Webhooks are one way that apps can send automated messages or information to other apps.
As mentioned in its salespage, our Webhooks Module is designed to enable the functionality of webhooks within your CRM. It acts as an extension, allowing you to utilize webhooks as a powerful tool for integrating your CRM with external services. While we provide the necessary framework to facilitate this connection, the specific configuration with each service is the responsibility of the user.
There are numerous services available in the market, and each may have its own requirements and procedures for setting up webhooks. Since our module aims to serve as a universal solution, it would be impractical for us to create detailed guides for every service out there. Moreover, as services evolve and change over time, maintaining up-to-date guides for each one would be a considerable challenge.
I would recommend exploring the documentation and support resources provided by the services you wish to integrate. Most services offer comprehensive guides on setting up webhooks, and their support teams are often well-equipped to assist you with any integration-related inquiries. Raising a ticket with them might also be found helpful.
I genuinely appreciate your understanding in this matter. Our main goal is to empower you with the necessary tools to leverage webhooks within your CRM effectively. Should you require any further clarification or have additional questions, please feel free to contact us. We are here to ensure your experience with our Webhooks Module is as smooth and seamless as possible.
Hello team , we are using “Webhooks Module for Perfex CRM” and int the document you mentioned that it will also support for customer module but we are not able to see any option related customers, we can only see options
Lead Contact Invoice Task project Proposal Ticket Payment Staff Contract Estimates Calendar Event
How can we create a webhook for customer creation
The Customers function affects Add/Delete of Contacts, as mentioned in the salespage’s Item Details
OK , but i need to add webhook for the customers, how we can add webhooks for customers
Please raise a support ticket within support portals – This is a technical question and its sales here. Our developers will answer it accurately.
can we integrate any third party application, aslo can we integrate zoho, if so what we need from them is it api?
You can work with both modules – please check the differences shown in Item Details page.
Both modules can communicate with Zapier and every third party service, through your custom connection.
I have integrated leads creation action with WhatsApp business api platform, when I am manually create lead then webhook action hit and save lead to my whatsapp api platform as contact, but whem my facebook leads add to perfex crm then webhook action not working.
I am using your own product for facebook leads integration.
Can you please raise a support ticket – so our developers can advise you accordingly? Its sales here.
Where can I create support ticket?
You need to press the “Support” tab in the page you are currently browsing:
Hi, is there updated document nation for Xero as the documentation that comes with it is for v1 and it does not appear to be the same. Also anything on setting up the Xero app would be great. Thank you.
Hello.
Steps shall be the same – its just the UI which has changed. Keep in mind that we do provide those videocasts as samples of connections and not specific features – as our module is third-party-service-agnostic.
Is it possible to integrate WooCommerce Products into Perfex? If a new product is created on my website that is also added to the Perfex products??
Thats a feature not inside the scope of this module. Please check the support controllers shown in Item Details tab.
Does it support taxes? I’m asking if it can retrieve the data of the taxes applied to invoices.
Our module will send out all Invoice’s data to the third party service, upon triggering of a specific action configured. Taxes are included in those data.
I am planning to purchase Salesforce CRM services and would like to integrate them with my Active Commerce website via API or Webhook. Do you have experience developing this type of integration? If so, could you provide this service?
I await your response.
This is the comments area of Webhooks module for Perfex CRM – were you probably looking forward to contact our development team through our profile’s contact form, in order to receive a customization quote?
Hello, I bought the license for your module to use the calendar function but I was unsure. It only sends the Webhook when the event is updated. Doesn’t it work to send when the event is created?
Hello.
All available triggers can be found at Items Detail’s tab of the module’s page.
We continuously update this page upon every new update.
Hello,
Okay, I read the product description but I understood that events 1, 2 and 3 would be included. In the functions in 13 – Calendar Events there is no caption number related to Supported Events.
I think the information is incorrect or not clear in the description, it would be important to review this because I bought it precisely to use the create function.
The information is accurate and correct. Available clendar hooks of Perfex CRM are specific and do exist only upon creation of the event itself.
Hi I would like to buy your module as you as you answer my concern. I am using perfex crm and I want to connect it to my whatsapp API so I can get and read messages on the crm and when a persons fills up a form in whatsapp flows could I be able to use the webhook so i can get the information?
Tell me, is your module only seen by the administrator, or can employees use it too? Can different Facebook campaigns be sent to different employees?
Our module offers a permission access level – you can configure who gonna access it.
Keep getting error when creating the webhook able to support and help?
“Something went wrong. Try again”
Can you please raise a support ticket – so our developers take a look at this?
ok thanks
Are you going to suppor expenses?
Hello.
Expenses are on our plans – however, no ETA is set for this feature yet.
Your module is conflicting with the Perfex Web-to-Lead form. It is not redirecting to the URL when this module is activated. Please investigate this issue and fix it ASAP. Thanks.
Hello.
There are no known conflicts. Can you please raise a support ticket – through the account that you purchased our item – so our developers take a look at this?
I am looking to use this with Elementor forms > Collect Data > Webbhooks, is this detecting Perfex Custom fields or not?
This is a module that will allow to exchange realtime information between Perfex CRM and every other service that supports webhooks. Custom Fields are supported, yes.
Can I create a subscription to have recurring payment with this module?
Webhooks module for Perfex is a module that will allow to exchange realtime information between Perfex CRM and every other service that supports webhooks, making possibilities and automation, unlimited.
Webhooks are one way that apps can send automated messages or information to other apps. It’s how Twilio routes SMS and phone calls to your number, how WooCommerce can notify you about new orders in Slack, how MailChimp signup users from your website to your newsletter, etc.