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Senior Perfex CRM Developer Needed – Error Fixing, WhatsApp API & Workflow Automation Integration

Contract
HOURLY / PART_TIME
Client
India
Live feed
Upwork

api-integration, automation, php

Preferred qualifications

  • Experience: Intermediate
# Senior Perfex CRM Developer Needed – Error Fixing, WhatsApp API & Workflow Automation ## Project Overview I am looking for an experienced **Perfex CRM Developer** with proven expertise in CRM customization, troubleshooting, plugin configuration, and API integration. My CRM is currently installed at **crm.gst2tax.com**, running on PHP 8.2. I need an experienced developer to complete the following three tasks: ## 1. Existing CRM Error Fixing (Highest Priority) - Identify and resolve existing CRM errors. - Investigate HTTP 500 errors and other technical issues. - Check PHP 8.2 compatibility. - Diagnose database issues and module dependencies. - Check the overall functionality and stability of the CRM. - Fix errors without unnecessarily modifying Perfex CRM core files. ## 2. WhatsApp API Plugin Configuration - Configure the WhatsApp API plugin. - Integrate it with Meta WhatsApp Cloud API. - Configure API tokens, Phone Number ID, and other required settings. - Test sending and receiving WhatsApp messages through CRM. - Configure automated notifications for invoices, payment reminders, and client communications. ## 3. Workflow Automation Plugin Configuration - Install and configure the Workflow Automation plugin. - Set up automated actions based on CRM events. - Configure automation for: - New Lead Creation - New Client Creation - Invoice Generation - Payment Events - Client Follow-ups and Reminders - Integrate workflow automation with WhatsApp API wherever required. ## Developer Requirements The developer must have: 1. Proven hands-on experience with Perfex CRM customization. 2. Strong knowledge of PHP, CodeIgniter, and MySQL. 3. Experience with legacy Perfex CRM code and troubleshooting. 4. Previous experience integrating Meta WhatsApp Cloud API. 5. Experience configuring Perfex CRM modules and workflow automation. 6. Experience resolving PHP 8.2 compatibility and HTTP 500 errors. ## Working Conditions - A complete backup must be taken before making any changes. - Initially, perform a technical audit and identify the root causes. - Do not make changes to the live CRM without my approval. - Provide testing and documentation after completing each task. - Source code and configuration changes must be properly documented. ## Payment Structure This is a project-based freelance opportunity. Please provide separate quotations for: 1. CRM Error Diagnosis and Fixing. 2. WhatsApp API Configuration. 3. Workflow Automation Configuration. 4. Final Testing and Handover. ## Proposal Requirements When applying, please share: - Your actual Perfex CRM development experience. - Examples of previous Perfex CRM projects. - Experience with Meta WhatsApp Cloud API integration. - Experience with workflow automation. - Your estimated completion time and charges for each task. **Important:** I am looking for a genuine Perfex CRM specialist, not just a general PHP developer. Long-term project-based work may also be available based on performance.
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