177 comments found.
Hello, I would like to know if your add-on is useful in the case of a syncro between Perfex crm and the Calendar of Outlook using Zapier? Thank you.
Webhooks are one-way sync. If you are looking at a two-way sync module, you will need to purchase our other item, REST API: https://codecanyon.net/item/rest-api-for-perfex-crm/25278359
Thank you. Can I retrieve custom fields with your webhook module?
Yes. Custom fields are supported.
Hello.
This is a notification to let you know that v1.2.3 introduced Calendar events support.
One od your modules its verification and got deactive. please reactivate or contact support. What can i do?
That usually happens if you decide to use the module on another installation or if you change its core core (ie applying an SSL).
You can flush your license through our support portal without creating a ticket, and be able to use it in the new domain.
Whats going on? https://prnt.sc/Kxhe1SSZei0T
One od your modules its verification and got deactive. please reactivate or contact support
That usually happens if you decide to use the module on another installation or if you change its core core (ie applying an SSL).
You can flush your license through our support portal without creating a ticket, and be able to use it in the new domain.
Hello.
Please contact us through our CodeCanyon’s profile contact form ( https://codecanyon.net/user/themesic ), so we can examine your license.
Does this webhook support contacts in perfexcrm? I wish to add/update all contacts of customers to a wordpress site. Please advise ya
Our module supports the following list of Perfex’s CRM functions, in its current version:
Leads
Customers
Invoice
Tasks
Projects
Proposals
Tickets
Payments
Supported Events
The following events are supported(where Perfex provides an available hook):
Create
Supported Methods
The following methods are included in every webhook creation:
GET
POST
PUT
PATCH
DELETE
I see there’s Customers, my questions does it support “contacts” inside customer as well? Yes or not
A customer alone, has no contact details, apart from the name of the company.
Our module supports Contacts (where details like email/name etc exist), yes, with the following available options for communication through GET/POST/PUT/PATCH/DELETE:Hello, how are you, does your module send the post, delete, put method? in json format it sends string, number, and boolean?
Here’s an example:
hello, I would like to send a numerical type field, in the image it seems to me that it is only possible as a string, is there any solution for this?
You can use numbers as field names, when configuring a webhook, i.e:
{ ’’1’’:’‘test’’ }
are they possible with this software? Lead, Clients contacts sync with Google Contacts Lead, Clients email sync with Zoho campaign
Yes.
Our module supports the following list of Perfex’s CRM functions, in its current version:
Leads
Customers
Invoice
Tasks
Projects
Proposals
Tickets
Payments
When creating an invoice, is it possible to export this to excel?
You can trigger a third party service that will do that. Excel file generation is not supposed to be inside the scope of our module’s work.
Hi, Is this possible ? That I use webhook to send data and receive also somehow using this tool.
I wish to do this: 1. When a ticket is created, a task is created inside ticket with same details plus some more details.
2. When a task is nearing deadline, a comment is made or a message inside live chat is made? (Live chat your product only.)
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.
In other words, if you want to alter data by sending them to your CRM, you will need our REST API module aswell.
is it possible to generate Estimate also from this addon ??
Hello.
Our module supports the following list of Perfex’s CRM functions, in its current version:
Leads
Customers
Invoice
Tasks
Projects
Proposals
Tickets
Payments
Hello.
This is a notification to let you know that v1.2.3 introduced Estimates support.
Just a question. Can I update a LEAD (eg. putting some notes or text taken from a form on another site) using webhook?
Hello.
No, that can be done only using REST API module: https://1.envato.market/z1aKG
can we use also SSO?
What kind of SSO integration are you looking for? Webhooks are one way that apps can send automated messages or information to other apps.
Hi is it possible to use it for incoming connections? i.e. when a user is created in Wordpress for example to create a lead in Perfex
Webhooks are being triggered for vice versa actions that the ones you are asking for.
In order to create a lead in Perfex, every time a user is created in WordPress, you need to purchase our REST API and WordFex WordPress plugin. You can find those items in our portfolio: https://1.envato.market/themesic
I have webhook user created on the other script, how can I import it to Perfex?
Hello.
Just open up a support ticket providing all necessary details, so our support team can answer your technical question accurately.
The menu icon is missing since the upgrade to Perfex 3.0. Just thought I’d let you know.
Thanks for it!
We have already noted this, but as its not a functionality issue, it will be included along with other changes, in the next update of the item.
Can we trigger the hook when a project copied. I understand when a project is created. The hook can be trigger. However. I have a few present project template for copying. When a project is copied. The Webhook does not send out anything. I want to send the project record to airtable once it is created or created by being copied.
Thanks
*You support page returns 404. So I ask here.
Hello.
Please use the support ticketing system (it was under scheduled maintenance for 15mins today – but available) to raise your question straight at the support team, so you can have an answer by our engineers.
OK thanks
Does it send a webhook when a lead Status changes?
Our module supports the following list of Perfex’s CRM functions, in its current version:
- Leads
- Customers
- Invoice
- Tasks
- Projects
- Proposals
- Tickets
- Payments
The following events are supported(where Perfex provides an available hook):
- Create
Is there any possibly to get the details after updating of data under lead, I can see that you are only writing the it will trigger only on create
Yes, you can alter the code for this custom need and have data returned. However, at its factory state, our item is not returned the details of updating action.
Does this support creating contacts when a customer is created?
Our module supports the following list of Perfex’s CRM functions, in its current version:
Leads
Customers
Invoice
Tasks
Projects
Proposals
Tickets
Payments
Can it be integrated to import leads to mailchimp?
Yes – you will need to create a hook for leads, so mailchimp is aware of it and necessary data are parsed (while we cannot help you at building this custom connetion – thats something, a lot of customers use our product for).
Just ensure that you are familiar with webhooks – or hire a developer to have this webhook created.
Hello, does this module work on perfex that does not have a license?
Yes – its supposed to work, as a license key for Perfex CRM’s core will be only used to provide updates.
We do recommend that you enter a key in Perfex though, so you can have your installation up to date.
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