Webhooks Automation Module for Perfex CRM - 1

Automate workflows and integrate apps seamlessly with Perfex

Our module allows you to exchange realtime information between Perfex 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.

Sample Perfex Webhooks with popular services

Take a look at three sample Webhook creations for popular services, below:

Sample Webhook creation for Zapier:

Webhooks Automation Module for Perfex CRM - 2

Sample Webhook creation for Xero:

Sample Webhook creation for Mailwizz:

Our Webhooks Module is designed to enable the functionality of webhooks within Perfex 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.

Webhooks Automation Module for Perfex CRM - 5

Supported Functions

Our module supports the following list of Perfex’s CRM functions, in its current version:

Leads
Customers(Add/Edit/Delete of Contacts)
Invoice(including Recurring)
Tasks
Projects
Estimates
Proposals
Tickets
Payments
Staff *¹
Custom Fields
Contracts
Calendar Events
Expenses(including Recurring)

Supported Events

The following events are supported:

Create
Update *²
Delete *³
Accept, Decline, Sent *⁴

Supported Methods

The following methods are included in every webhook creation:

GET
POST
PUT
PATCH
DELETE
Status Change (for Leads)

Supported Request Headers

The following Request Headers are supported:

Accept
Accept-Charset
Accept-Encoding
Accept-Language
Accept-Datetime
Authorization
Cache-Control
Connection
Cookie
Content-Length
Content-Type
Date
Expect
Forwarded
From
Host
If-Match
If-Modified-Since
If-None-Match
If-Range
If-Unmodified-Since
Max-Forwards
Origin
Pragma
Proxy-Authorization
Range
Referer
TE
User-Agent
Upgrade
Via
Warning
Every custom header is supported aswell!

Extra Options

Delayed Trigger Hook Execution (requires a custom Cron Job set up)

Limitations

*¹ = Password can be decrypted using phpass library (used in Perfex’s core)
*² = Not supported in Tasks
*³ = Not supported in Leads. Core’s action that occurs before deletion is used for Delete.
*⁴ = For Proposals While most of the dynamic fields work in relation cases (ie an Assigned-to-customer Task) – some might not be available when orphan actions occur (ie an Non-Customer-assigned-task)

Webhooks vs REST API

Wondering what’s the difference of Webhooks, compared to a REST 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.

Webhooks Automation Module for Perfex CRM - 6

Documentation

It takes only a few seconds to be installed and activated. Documentation is included, in order to ensure that you will go smooth through installing/activating process.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply. Since Webhook is an advanced programmatic technique that needs potential technology skills and understanding, please ensure that you are familiar with webhooks prior purchasing this item, as our support team will not be able to help you at customization requests/coding.

Webhooks Automation Module for Perfex CRM - 11

Version 1.0

-Initial release

Version 1.0b

-Minor enhancement: separation of Project/Task links (Staff/Customer)
-Minimum PHP version required: 7.4

Version 1.1.0

-Added support for Tickets
-Added support for Payments

Version 1.2.1

-New trigger support: Staff members
-New trigger support: Contracts
-UPDATE and DELETE actions added for all hooks
-Ability to Clone a webhook added

Version 1.2.2

-Custom fields support for ALL actions
-Compatibility fixes for PHP 8.2 and last version of Perfex CRM
-"Status Change" action added for Leads

Version 1.2.3

-Added support for Estimates
-Added support for Proposals
-Added support for Calendar Events

Version 1.2.4

-Minor fixes
-Added phone number parameter support for related hooks

Version 1.2.5

-Code Improvements

Version 1.2.6

-Added support for delay in trigger hooks, according to predefined time (minutes/hours/days later)

Version 1.2.7a

-New Hooks Support
-Compatibility fixes for Perfex 3.2.1+ / PHP 8.3+

Version 1.2.7b

-Customer deletion logic improved

Version 1.3.0

-More data support added for existing hooks

Version 2.0.0

-New webhook events added:

 Credit Notes:
  after_create_credit_note
  after_update_credit_note
  before_credit_note_deleted
  credit_note_sent
  credit_note_refund_created
  credits_applied

 Items / Products:
  items_created
  item_updated

 Task Lifecycle:
  task_status_changed
  task_timer_started
  task_timer_deleted
  task_comment_added
  task_checklist_item_created

 Estimate Lifecycle:
  estimate_accepted
  estimate_declined
  estimate_sent
  converted_to_invoice

 Proposal Conversion:
  converted_to_estimate
  converted_to_invoice

 Lead Advanced:
  convert_to_customer
  mark_as_lost
  mark_as_junk

 Invoice Lifecycle:
  status_changed
  mark_as_cancelled
  invoice_sent
  invoice_copied

-Webhook logs filtering added
-Test webhook feature added