Observe: This can be a module for Perfex CRM.
Perfex CRM Webhooks
Webhooks module for Perfex is a module that can enable to change realtime info between Perfex CRM and each different service that helps webhooks, making prospects and automation, limitless.
Webhooks are a technique that apps can ship automated messages or info to different apps. It’s how Twilio routes SMS and cellphone calls to your quantity, how WooCommerce can notify you about new orders in Slack, how MailChimp signup customers out of your web site to your publication, and many others.
Pattern Perfex Webhooks with standard providers
Check out three pattern Webhook creations for standard providers, beneath:
Pattern Webhook creation for Zapier:
Pattern Webhook creation for Xero:
Pattern Webhook creation for Mailwizz:
Our Webhooks Module is designed to allow the performance of webhooks inside Perfex CRM. It acts as an extension, permitting you to make the most of webhooks as a robust software for integrating your CRM with exterior providers. Whereas we offer the required framework to facilitate this connection, the particular configuration with every service is the accountability of the consumer.
Supported Capabilities
Our module helps the next checklist of Perfex’s CRM features, in its present model:
- Leads
- Prospects(Add/Delete Contacts)
- Bill(together with Recurring)
- Duties
- Initiatives
- Estimates
- Proposals
- Tickets
- Funds
- Workers *¹
- Customized Fields
- Contracts
- Calendar Occasions
- Bills(together with Recurring)
Supported Occasions
The next occasions are supported:
- Create
- Replace *²
- Delete *³
- Settle for, Decline, Despatched *⁴
Supported Strategies
The next strategies are included in each webhook creation:
- GET
- POST
- PUT
- PATCH
- DELETE
- Standing Change (for Leads)
Supported Request Headers
The next Request Headers are supported:
- Settle for
- Settle for-Charset
- Settle for-Encoding
- Settle for-Language
- Settle for-Datetime
- Authorization
- Cache-Management
- Connection
- Cookie
- Content material-Size
- Content material-Sort
- Date
- Anticipate
- Forwarded
- From
- Host
- If-Match
- If-Modified-Since
- If-None-Match
- If-Vary
- If-Unmodified-Since
- Max-Forwards
- Origin
- Pragma
- Proxy-Authorization
- Vary
- Referer
- TE
- Person-Agent
- Improve
- By way of
- Warning
- Each customized header is supported aswell!
Additional Choices
Limitations
*¹ = Password might be decrypted utilizing phpass library (utilized in Perfex’s core)
*² = Not supported in Duties
*³ = Not supported in Leads. Core’s motion that happens earlier than deletion is used for Delete.
*⁴ = For Proposals
Webhooks vs REST API
Questioning what’s the distinction of Webhooks, in comparison with a REST API?
A webhook is a light-weight API that powers one-way information sharing triggered by occasions, whereas an API (Utility Programming Interface) permits two-way communication between software program functions pushed by requests.
Webhook, additionally known as reverse API, internet callback, or an HTTP push API is a means for an app to offer different functions with real-time info. It delivers information as an occasion occurs or nearly instantly and it’s much less resource-intensive as a result of it saves you time on always polling (checking) for brand new information.
The principle distinction between them is that webhooks don’t want to offer a request to get a response whereas API calls for requests to get a response. In different phrases, webhooks obtain, whereas API retrieves.
Documentation
It takes solely a couple of seconds to be put in and activated. Documentation is included, with the intention to be sure that you’ll go clean by means of putting in/activating course of.
In case you have any questions, be happy to lift a help ticket at our support area.
Guys from help division will get again to you as quickly as doable with a reply. Since Webhook is a complicated programmatic method that wants potential know-how expertise and understanding, please guarantee that you’re acquainted with webhooks prior buying this merchandise, as our help group won’t be able that can assist you at customization requests/coding.
Model 1.0
-Preliminary launch
Model 1.0b
-Minor enhancement: separation of Challenge/Process hyperlinks (Workers/Buyer) -Minimal PHP model required: 7.4
Model 1.1.0
-Added help for Tickets -Added help for Funds
Model 1.2.1
-New set off help: Workers members -New set off help: Contracts -UPDATE and DELETE actions added for all hooks -Capability to Clone a webhook added
Model 1.2.2
-Customized fields help for ALL actions -Compatibility fixes for PHP 8.2 and final model of Perfex CRM -"Standing Change" motion added for Leads
Model 1.2.3
-Added help for Estimates -Added help for Proposals -Added help for Calendar Occasions
Model 1.2.4
-Minor fixes -Added cellphone quantity parameter help for associated hooks
Model 1.2.5
-Code Enhancements
Model 1.2.6
-Added help for delay in set off hooks, in line with predefined time (minutes/hours/days later)
Model 1.2.7
-New Hooks Assist -Compatibility fixes for Perfex 3.2.1+ / PHP 8.3+
