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Discussion on Webhooks Module for Perfex CRM

Discussion on Webhooks Module for Perfex CRM

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177 comments found.

can you put the function for TICKET in the next update?

Thank you for your suggestion. I’ll make sure that this reaches our development team.

Hello.

This is a notification, to let you know that Tickets support added in version 1.1.0 (just released).

Hello, good afternoon, I am from Argentina and I wanted to know if your module can be integrated with AFIP so that it generates the fiscal invoice and the barcode of the invoice falls because I do not see it in the list to select and if I buy the script, yes. help connect it to the afip with the plugin support thanks

Our module works for Invoice creation triggering – yes.

You can use every end-service to complete the Invoice action, however, we cannot guide you through any third party actions or services.

Thats something you need to take care with your developer and/or the third party service.

There are dozens of services out there to connect Perfex through Webhooks module and each of them has its own requirements/way of work.

Presale Question: Hi Does this support creating a Credit Note in Perfex and adding it in XERO? 2. If we create Credit Note in Xero does it update/create in Perfex CRM?

Many customers use our module for communicating data with XERO. We also have an availabile videocast for such a connection.

Please check the currently supported list of actions-endpoints:

Supported Functions: Leads Customers Invoice Tasks Projects Proposals

Supported Events: Create

Welcome I own a road transport company, and I have a fleet of trucks, store and spare parts, and there is an inspection of the vehicle after each trip I have drivers, workshop staff, maintenance staff, sales staff, accounts staff and personnel affairs, and there are customers who request prices (the place of loading to the place of unloading), the name of the receved company, contact information, the type of trailer required and the required weight or length of the trailer and send it to the sales staff, and then the day of the department Sales put the price, and the customer agrees to the price, where the sales employee sends it to the loading employees without showing the sale price, and the loading employee assigns the driver, vehicle and trailer After the loading process, the staff will follow up on the load and update the status Upon completion of the trip, the customer will be notified As for the workshop, it performs vehicle maintenance and inspectio of the vehicle and the trailer How can you add the fleet of vehicles, the process of accounting reports, tonnage reports, and inventory reports?

Hello.

Our Webhooks module will help you achieve your goals and connect your data with every third party service.

Depending on this service, the way may vary, but your developer will be able to build a custom connection for your case, according to the specific needs/data.

Hello, does it work with “TICKET ” Perfex’s CRM functions

Hello.

All currently (current version) supported endpoints can be found in the description of the item, along with detailed request types support.

Hello.

This is a notification, to let you know that Tickets support added in version 1.1.0 (just released).

I will setup this module in your perfex CRM

Thanks, we have it already installed :-)

How to use it with mailwizz?

A specific videocast, configuring mailwizz, can be found at the documentation.

In case you didnt notice it, here is its link: https://www.youtube.com/watch?v=Pb5ch7Hg7Rg

Can the Webhook send if any update has done on any task or project?

Please open up a support ticket with your technical question – Its sales here, you need to receive a proper and accurate reply from the support team for your technical question.

Good work! Does the module will support Update events?

Right now update option is not available due to limited hooks of the core – however, core team will add new hooks in the upcoming versions, thus, we will provide updates for our item, including UPDATE method :-)

Great Module… Can u also make a Module for WhatsApp API Integration so that Clients can be updated by WhatsApp Messages for Invoices, Tasks projects & All.

Thank you for your suggestion. Thats something already on our to-dos.

Hello,

I am interested in both API and Webhook – but i do not know exactly how they work – can you please provide more info – like some real world examples or a youtube video ?

Please check out item’s description. It contain youtube video examples and a descriptive text regarding the differences between those two.

Hi, Just purchased but license doesn’t activate. Here is the console error: https://share.sharethat.link/eDuXPK9Z

Can you please open up a support ticket in clients area sharing your credentials, so developers can take a look at your issue?

That should work fine.

Got it activated by deactivating two modules… Perfex CRM Powerful Chat and your API module. Not sure who caused the issue but I think the issue may be related to your API module.

Thank you for the report – I’ll drop that to the support team, so they can investigate if there’s something related to specific setups etc.

Nice Work, GLWS :)

Thank you so much for your wishes! :-D

Nice work. I had this idea in mind to build new module. You did a lot well. Good luck.

Thank you for your kind words!

can you also add data to perfex crm? example can i get the tranzaction from revolut to add them to expenses in perfex?

Adding data would require an API. We have a separate module for this purpose: https://1.envato.market/z1aKG

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.

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.

ouch, then i bought the wrong one ;(

I see.

i ve just purchase license and it s not valid

Im forwarding your note to the support, however, thats an approved item by envato quality team and also tested widely.

Support team will get back to you after investigating your local issue.

great tnx

I had a conversation with the support team about your case and I verified that it took only minutes, for your support case to be solved.

Glad to know that it was sorted out immediately, feel free to ping support team if you have queries!

Big Congratulations. very invovative idea

Thank you for your kind words! Appreciated.

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