Webhooks Module for Perfex CRM

Description

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 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 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 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 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 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