177 comments found.
Is it possible to add a trigger to contracts that are signed? In other words, the trigger on signature?
This is not a supported webhook action at the moment, as there is no hook specifically for signature action by Perfex CRM core (only after_contract_updated one).
Dear Seller is that working this module with Magento 2 Integration?
It will work with every third party service / app etc, as its only sending the data to it.
Would this work to connect Perfex to the Chauffeur plugin (https://codecanyon.net/item/chauffeur-booking-system-for-wordpress/21072773)? They have a webhooks feature where you can enter an URL and they send “all order details” e.g. name, phone, email, pick up date and time, pick up location, drop off location, car type, price, etc. I am new to Perfex, so I will have to figure out how to map those values as well.
We havent tested this item, but you can ask their developers about a potential integration.
Webhooks module is third-party-integration agnostic, meaning that they will trigger every set URL with the necessary parsed fields/parameters.
Is compatible with Facebook Lead Ad?
Our module just sends out the necessary data to the third party services. Compatibility is not a factor at all, it will send data to every third party service.
can you guys give a update of mobile number field in all value? https://snipboard.io/z87G6H.jpg Because i want to add some thirdparty which send SMS on mobile number
It’s very thankful if you guys give update because your team is not available to do modification
Hello and thank you for this feature request. Our team will evalute it for a future release.
May i know when because i want to buy but because of this feature i can’t buy please do it ASAP!!
We will update this comment if this feature gets approved by our development team and scheduled for a future version implementation.
May i know how much time it’ll take? because i really need mobile number field in all values like: payment, invoice, lead, expense or more
Right now, this is not something that its included in our development roadmap, as it receives a low volume of requests. As I mentioned in my previous comment, we will update this comment if this feature gets approved by our development team.
ok
Hello Presale Question i’ve checked your videos i can’t see phone number in WEBHOOK FOR INVOICE
Hello.
Invoice controller is not offering phone numbers – its Customers/Contacts who have this as an available option.
can i see demo please?
A demo can be showcased at the videocasted examples (ie connection with Zapier etc) – please check Item Details tab of this page.
i am using link to send message on whatsapp but in your invoice method i can’t see phone number value if you can do anything so i want to purchase this now
Invoice controller is not offering phone numbers – its Customers/Contacts who have this as an available option.
can we modily plugin and add @{contact_phonenumber} in Invoice format ?
Yes, our item is open to modifications, you can modify it as per your own needs if you are familiar with coding.
It’s extra charge or in plugin cost?
You’ll get our module as is and in its factory state. Extra work according to your own custom requirements, has to be done separately.
if i want to show phone numbers in all webhook for fields so how much it’ll cost?
Please contact our sales team through our profile’s contact form, in order to receive a customization quote, after purchasing our item.
where i can contact?
Through our CodeCanyon’s profile contact form.
Does this work with Mailwizz? Any documentation showng the same?
Yes, that will work fine with every third party service. Our salespage contains a sample integration with a Mailwizz version aswell (video)
Hello do you have when i create invoice , they send to fidmanager ?
Hello.
You can create triggers for Invoice creation – yes. And all third party services can be used in them.
hello do you have the list of the all third party services ?
You can use every service – all of them are compatible with our module.
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.
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