Webhooks Module for Perfex CRM

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:

1. 1. Leads

 

1. 1. Customers(+ Contacts)

 

1. 1. Invoice

 

1. 1. Tasks

 

1. 1. Projects

 

1. 1. Proposals

 

1. 1. Tickets

 

1. 1. Payments

 

1. 1. Staff *¹

 

1. 1. Custom Fields

 

1. 1. Contracts

 

 

Supported Events

The following events are supported:

1. 1. Create

 

1. 1. Update *²

 

1. Delete *³

 

Supported Methods

The following methods are included in every webhook creation:

1. 1. GET

 

1. 1. POST

 

1. 1. PUT

 

1. 1. PATCH

 

1. 1. DELETE

 

1. 1. Status Change (for Leads)

 

 

Supported Request Headers

The following Request Headers are supported:

1. 1. Accept

 

1. 1. Accept-Charset

 

1. 1. Accept-Encoding

 

1. 1. Accept-Language

 

1. 1. Accept-Datetime

 

1. 1. Authorization

 

1. 1. Cache-Control

 

1. 1. Connection

 

1. 1. Cookie

 

1. 1. Content-Length

 

1. 1. Content-Type

 

1. 1. Date

 

1. 1. Expect

 

1. 1. Forwarded

 

1. 1. From

 

1. 1. Host

 

1. 1. If-Match

 

1. 1. If-Modified-Since

 

1. 1. If-None-Match

 

1. 1. If-Range

 

1. 1. If-Unmodified-Since

 

1. 1. Max-Forwards

 

1. 1. Origin

 

1. 1. Pragma

 

1. 1. Proxy-Authorization

 

1. 1. Range

 

1. 1. Referer

 

1. 1. TE

 

1. 1. User-Agent

 

1. 1. Upgrade

 

1. 1. Via

 

1. 1. Warning

 

1. 1. 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.

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.