Perfex CRM Webhooks & n8n Automation Module – Real-Time Workflow Integration

VERSION 1.0.0 – Released November 2024
Initial release — Real-time webhook triggers for Perfex CRM with n8n integration, HMAC-SHA256 security, async queue processing, retry handling, and full event delivery logging.

⚠ Important Notice:
This module requires an active Perfex CRM installation and an existing n8n instance (self-hosted or cloud). n8n installation is not included. For SaaS or multi-tenant usage, an Extended License is required per Envato licensing policy.

Brief Description

Perfex CRM Webhooks Module connects your Perfex CRM to n8n, Zapier, Make.com, Pabbly, and any webhook-compatible automation platform — instantly, in real-time, without polling.

Every CRM event (lead created, invoice paid, proposal accepted, ticket updated) fires an instant webhook to your automation platform of choice. Build unlimited n8n workflows, integrate with 400+ services, and automate your entire business operations — with no recurring subscription fees.

No polling. No delays. No per-task fees. Full data ownership.

Why This Module Exists

Most Perfex CRM users who want automation face two problems:

Problem 1: Zapier and Make.com charge per task/operation. At scale, costs spiral. One active CRM generates thousands of events per month — that’s a recurring bill that never stops.

Problem 2: REST API modules for Perfex require API knowledge, custom endpoint configuration, and ongoing maintenance. Powerful, but not plug-and-play.

This module solves both. Push events from Perfex CRM to self-hosted n8n — unlimited executions, zero per-task fees, full data privacy, and a visual workflow builder any team member can use.

Key Features

• Real-Time Webhook Triggers: Every CRM action fires an instant webhook — no polling, no delays, true real-time event delivery to n8n, Zapier, Make.com, or any webhook endpoint.
• 14 CRM Resources Covered: Leads, Customers, Contacts, Invoices, Payments, Estimates, Proposals, Projects, Tasks, Tickets, Contracts, Expenses, Staff, Credit Notes — all major Perfex CRM entities supported.
• Async Queue Processing: Webhook events are processed in a non-blocking queue — Perfex CRM stays fast and responsive even under high event volume.
• HMAC-SHA256 Security: Every payload is signed and verified — authenticated delivery, tamper-proof events, enterprise-grade security.
• Automatic Retry Handling: Failed deliveries are automatically retried — no lost events due to temporary downtime on the receiving end.
• Full Event Delivery Logs: Every webhook attempt is logged with status, timestamp, and response — full auditability for debugging and reliability monitoring.
• Standardised JSON Payload: Clean, consistent payload structure on every event — event type, timestamp, full resource data, custom fields, and relationships. Ready to consume in n8n nodes instantly.
• Works With Any Webhook Endpoint: n8n (self-hosted or cloud), Zapier, Make.com, Pabbly Connect, IFTTT, custom APIs — any service that accepts HTTP POST webhooks.

Supported CRM Events

*Additional events added based on feasibility and buyer requests.

Real-World Automation Examples

Lead Notification Pipeline
Lead Created → n8n → Slack Alert + Google Sheets + Trello Card + SMS

Invoice & Accounting Sync
Invoice Created → n8n → QuickBooks + Email Accounting Team + Dashboard Update

Client Onboarding Workflow
Proposal Accepted → n8n → Google Drive Folder + Welcome Email + Asana Project

Multi-CRM Data Sync
Customer Updated → n8n → HubSpot + Salesforce + Zendesk + Audit Log

Support Escalation Flow
Ticket Status Changed → n8n → Slack Alert + Priority Tag + Manager Notification

Who Is This For?

• Agencies running Perfex CRM for multiple clients — automate client workflows without paying per-task fees to Zapier or Make.com
• SMBs using Perfex CRM — connect your CRM to accounting, communication, and project management tools automatically
• Developers & System Integrators — build custom workflow automation using Perfex CRM events as triggers in n8n or any REST-compatible service
• Sales & Marketing Teams — trigger real-time lead nurturing, notifications, and campaign automation from live CRM events
• Self-Hosted Stack Users — keep all data on your own infrastructure; no third-party SaaS required

Why n8n for Perfex CRM Automation?

n8n is the only automation platform with unlimited executions at zero marginal cost on self-hosted infrastructure. For Perfex CRM users running high-volume operations, this is the only cost-effective long-term solution.

Installation & Requirements

• Perfex CRM (latest version recommended)
• PHP 7.x or 8.x
• MySQL 5.x or 8.x
• n8n instance (self-hosted or n8n cloud) — or any webhook-compatible automation platform (Zapier, Make.com, Pabbly, custom API)
• No coding required for standard installation

Full documentation: corbitaltech Documentation

Video walkthrough: Watch on YouTube

Support

Support portal: support.corbitaltech.dev
Response time: 12–24 hours on business days.

Changelog

VERSION 1.0.0 – November 2024

• NEW – Real-time webhook triggers for all major Perfex CRM events
• NEW – n8n integration with standardised JSON payload structure
• NEW – HMAC-SHA256 webhook signature verification
• NEW – Async queue processing for non-blocking event delivery
• NEW – Automatic retry for failed webhook deliveries
• NEW – Full event delivery log with status and response tracking
• NEW – Support for 14 CRM resources and 40+ event types