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

Note: This module requires a working
Perfex CRM
and an existing n8n instance (self-hosted or cloud-based).
n8n installation
and server setup are not included.

Brief Description

Perfex CRM to n8n Webhooks Module enables real-time, event-driven automation by instantly sending webhook events from Perfex CRM to your n8n instance.

This module transforms Perfex CRM into an automation-ready platform — allowing you to build unlimited workflows, integrate with hundreds of services, and automate business operations without recurring subscription fees.

No polling. No delays. Full data ownership.

License Notice

Important: If you are using this module in a SaaS, multi-tenant, or client-facing platform, an
Extended License is required as per Envato licensing rules.

Key Features

• Real-Time Webhook Triggers: Instantly send events from Perfex CRM to n8n the moment an action occurs — true real-time automation without polling.
• Supports Core CRM Events: Leads, Invoices, Proposals, Customers, Contacts, Tasks, Estimates, and more — covering essential CRM workflows.
• Queued & Non-Blocking Processing: All webhook events are processed asynchronously to ensure Perfex CRM remains fast and responsive even during high activity.
• Secure Webhook Authentication: Webhook payloads are protected using HMAC-SHA256 signature verification to ensure trusted delivery.
• Event Delivery Logs: Monitor every webhook attempt with detailed logs for debugging, auditing, and reliability tracking.
• Automatic Retry for Failed Webhooks: Intelligent retry handling ensures events are not lost due to temporary failures.
• Optimized for Self-Hosted n8n: Unlimited workflows, full data ownership, and zero monthly automation fees.

Who Can Use This Module?

• Small & Medium Businesses (SMEs)
  Automate lead handling, invoicing, and customer updates while reducing manual work and operational errors.
• Digital Agencies
  Manage multiple clients and automate CRM-driven workflows without paying per-client automation fees.
• Sales & Marketing Teams
  Trigger real-time notifications, lead nurturing workflows, and campaign automation whenever CRM data changes.
• SaaS & Platform Businesses
  Automate onboarding, billing, and lifecycle workflows in multi-tenant environments
  (^{Extended License required}).
• Developers & System Integrators
  Build advanced integrations and custom workflows using Perfex CRM webhook events.
• Service-Based Businesses
  Automate client communication, task creation, and internal processes based on CRM activity.

Supported Events – Quick Reference

*Additional events will be added based on feasibility.

Webhook Payload Structure

Each webhook includes a standardized JSON payload containing full event metadata and resource data, making it easy to consume in n8n workflows.

• Event Metadata: Event type, timestamp, webhook details
• Resource Data: Full entity data (lead, invoice, customer, etc.)
• Related Information: Status, source, custom fields, and relationships

Real-World Automation Examples

Instant Lead Notification

Lead Created → n8n → Slack Alert → Google Sheets → Trello → SMS Notification

Automated Invoice Processing

Invoice Created → n8n → QuickBooks → Email Accounting → Update Dashboard

Client Onboarding Workflow

Proposal Accepted → n8n → Google Drive → Welcome Email → Mailchimp → Asana

Multi-System CRM Sync

Customer Updated → n8n → HubSpot → Salesforce → Zendesk → Audit Log

This module replaces Zapier, Make, Pabbly, and similar paid automation tools.

Why Choose n8n for Perfex CRM Automation?

• Unlimited Executions – No caps, no overage fees
• 400+ Integrations – Connect virtually any service
• Complete Data Privacy – Self-hosted & secure
• Open-Source Freedom – No vendor lock-in
• Advanced Workflow Logic – IF/ELSE, loops, retries

Installation & Documentation

Follow our step-by-step
online documentation
to install and activate the module.

Video Demonstration

Watch the Video Tutorial on YouTube

Support & Questions

Access our
documentation
or submit a ticket via our
support system.
Response time: 12–24 hours.

Changelog

Version 1.0

• Initial release

Important Notes

Before purchasing: Please review documentation and license requirements carefully.