177 comments found.
Hello, does this module allow you to receive leads from mautic and add them to perfex via zapier?
Yes, that is something doable. We include some examples (ie Zapier) in its salespage.
You can build those webhooks by your own or with the help of your developer, if you are not familiar with webhooks.
Hello, have consider make a module for
1. Logistics 2. fleet management?
truly appreciated in advance!
Noted! Thank you for the suggestions.
Hello Dear I’m interested in products , just one important point: is it share password on change by user?
Regards
Password, what password?
Are you sure that you are talking about Webhooks module and its functionality?
If yes, please rephrase, in a more descriptive way.
Let me explain, i have application which customer registered in my application, then using the API i create same user in Perfex CRM,(Then using the Perfex CRM as customer Dashboard).
While Customer are logged to Perfex CRM from the Credential (password) which has been created in my application. so in this case if customer change the password in Perfex CRM, how could i update the password in my Application(which customer login to Perfex CRm from there),
So i need webhook to get the password updated from Perfex CRM to update it in my application, is it?
please advice Regards
All available hooks are listed on our item’s salespage.
Some hooks are limited by Perfex CRM’s core code, and what you request is included in this case.
Hi, Is this possible: If an invoice gets payment, send a message to slack. If a project is created, create a slack private channel and so on?
Webhooks upon Invoice generation and Project generation are possible, yes.
The end service that you will use and its webhook data, (slack/and its internal actions) are up to you. Thats obviously possible, and the same applies to every possible integration you can think of – however, if you are not sure about the way to apply this, its highly advised to hire an expert to have your connection done, using our module.
Hi, can you add: Wordpress registered users role to add contracts in perfex crm?
We need that function in our system or can you been hired to make that work for us?
Hello.
Please contact our team through our profile’s contact form, in order to receive a quote about your custom development need.
Hi REST API module for Perfex CRM – Connect your Perfex CRM with third party applications what is different this add ? Actually ı want to facebook webhooks api
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.
You know ı m buy leading facebook app for your app ı try this case you know reject app from facebook team. now ı want to quikly solution our crm. Because leads enter to crm manualy. give me your support please when this app is better for me.
I see. Well, the way that you will our our module is up to you.
Leads can be retried from both modules, since Leads functionality exist in both.
last quastions about for facebook module. İf use this model whats is callback url this webhooks api token.
In which Model are you referring at? Not really sure about your question – since our Webhooks module is not offering any tokens.
REST API module for Perfex CRM – Connect your Perfex CRM with third party applications This your item
If we can connect facebook with this, I will buy it immediately.
Connection is possible – yes. If you are not sure how to achieve it, please have a professional hired, in order to connect your CRM with Facebook, using our item.
ok ı need a only callback url this item you have this information share with me please
I dont understand your comments – can you please rephrase?
How do I create a facebook callback url to connect the api in your api application.
If you are not sure how to achieve this custom connection, please have a professional hired, in order to connect your CRM with Facebook, using our item.
Thank you
Not a problem! Cheers.
Can this webhook plugin receive incoming webhooks?
Our module triggers outgoing webhooks, based on specific actions that occur inside Perfex.
how can i integrate google spreadsheets with perfex crm?
You need to create a webhook (i.e. https://hevodata.com/learn/google-sheets-webhooks-integration/ ) – our module will work through it.
please give example webhook & IFTTT
We cannot offer examples for every service out there – there are billions of them. Our module works fine with IFFT, however, configuration of the webhook is something that you need to take care.
Hey,
is it possible to create a webhook that would trigger and send a message in Slack when proposal is accepted?
Regards, Jan
Can you please open up a support ticket, so team from support can accurately answer your technical question, please?
Sure.
Just opened a ticket. Thanks! 
Thank you !
Any updates on Supported Events?
Our team is working on a newer version, you will receive an notification email once one is out.
Hi, If I want to create task or update task (I want to add a task and set Related To specific lead) via Zaiper. #1Should I purchase this Webhook add on or the REST Api Add-on? Or both able to do the same job…? #2 Can I use both webhook and api on the same perfex CRM? I may need to use Webhook to connect XERO and REST API connect Zaiper if needed. Thanks
Please check the documentation of both items – they do contain a list of available functions/endpoints and commands – with the help of the developer who will implement this custom connection.
Yes, you can use them both.
I’m looking for the functionality with tickets. It looks like it is not supported now, please let me know when it is supported.
Thank you for upvoting this request – it will be soon implemented.
Hello.
This is a notification, to let you know that Tickets support added in version 1.1.0 (just released).
The MailWizz video is for MailWizz v1.0, which is out of date. MailWizz v2.0 was shipped a long time ago and is completely different. Been unable to get your module to pass subscriber info to MailWizz so far.
Thats not true. Videocast was recorded only a month ago, during initial development of the module.
But if you face troubles getting the connection done, feel free to raise a support ticket within clients area.
Team will help you with it.
I’m sorry, but you’re totally wrong, and here’s the proof: https://ibb.co/681mV4L In the video you’re referencing MailWizz v1 documentation, which is very old. You even state in your video that you need a private and pubic API key. That was for MailWizz 1. MailWizz 2 only has one key.
Our module’s job is just to parse json data – it has nothing to do with the interface of the third party service (which may changes many times along the years).
The video cast is just a demo connection showcase.
Again, if you face issues establishing the connection, feel free to raise a support ticket to get help from the support team.
Quick inquiry, is it possible to hire your service for implementation of Webhooks for Quickbooks? Noting there is already a plugin for Quickbooks. This would go a long way if the webhook plugin can achieve all functions of the quickbooks plugin.
Hello.
We are not currently available for custom development, however, every codeigniter-experienced developer will be able to handle this task.
Does the module will support Update events?
Yes it will – once Perfex CRM’s core offers hooks for the same. At the moment core is not offering such hooks.
Could you please plan for a Wallet Module also in customer area… as many of the customers give an Advanced deposit & the Amount if going to adjusted in the coming services & invoices. We can create a credit Note of that 1000 Rs but that does not goes in accounting like profit loss & payments & all.
Thank you for your suggestion – noted.
Is there any way to use this to create a webhook that can add leads into perfex?
Of course, Leads are supported – please check out item’s documentation.
thank you for a quick response! I cant seem to find the documentation unless you are referring to the item details? Maybe in addition to that – we can add authentication and a layer of security ?
Documentation contains examples regarding steps needed to create a webhook. Support controllers and actions can be found in item’s details, yes.
Whatever is not included in those places, should not considered as an offered feature.
Can we access any documentation pre-purchase to verify the functionality is there as needed/verify functionality?
Of course.
Documentation link is included in item’s details.
Please make sure that you give item details a check prior purchasing.
Really limited triggers, they only work when few types of items are created, not when they are updated or deleted. It would be great, the possibility of combining some variables of @populated fields, such as the invoice with the phone number of the main contact, or another thing. If it’s not planned for future updates, I’m thinking of requesting a refund, due to the low possibility of customizing the webhook. In any other way, it is still a very good plugin for simple operations or simply autocopying the content of the CRM in another one by this method. Thanks guys
Thanks for your feedback.
However, most of the limitations come unfortunately from the core.
IE, you cannot delete an Invoice using our plugin because there is no Invoice Deletion hook included in the core version of Perfex.
Once core team adds those hooks, we will provide an update of our module, including them.
We cannot share a list of the upcoming features, as they havent been shortlisted yet.
Can the Webhook send if any update has change on any leads?
Need trigger if leads updated.
Thanks for your feedback.
There is no Leads Update hook included in the core version of Perfex. In case core development team decides to add those hooks, we will provide an update of our module, including them.