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Note: This is a module for Perfex CRM.
Brief description
Webhooks module for Perfex is a module that will allow to exchange realtime information between Perfex CRM 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:
Sample Webhook creation for Xero:
Sample Webhook creation for Mailwizz:
Supported Functions
Our module supports the following list of Perfex's CRM functions, in its current version:
- Leads
- Customers(Add/Delete Contacts)
- Invoice
- Tasks
- Projects
- Estimates
- Proposals
- Tickets
- Payments
- Staff *¹
- Custom Fields
- Contracts
- Calendar Events
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!
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
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.
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.
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
