● Start
Requirements
what your Perfex server needs.
Form Bridge runs inside your own Perfex CRM installation. It needs no Composer, no Node.js and no shell access on the server, and it ships no third-party PHP libraries.
01Requirements
| Item | Requirement |
|---|---|
| Perfex CRM | Version 3.x (the module header says "Requires at least: 3.0"). Perfex CRM is sold separately by its own author on CodeCanyon and is not included in this item. |
| PHP | 8.1 to 8.5. |
| PHP extensions | mbstring, OpenSSL and JSON (Perfex needs them too). cURL is needed only for the optional AI helper. |
| Database | Perfex's own MySQL or MariaDB database. The module creates its own InnoDB tables with your table prefix. |
| Public address | Your form tools must be able to reach your Perfex site from the internet. Use HTTPS: the secret is part of the webhook link. |
| Cron | The Perfex cron job must run (see below). |
| E-mail (optional) | For the optional e-mail to the assigned staff member, Perfex e-mail must be set up in Setup › Settings › Email. |
| AI provider (optional) | Your own account and API key with Anthropic, OpenAI, Google Gemini or OpenRouter, an Ollama server, or another OpenAI-compatible endpoint. Not needed for anything else. |
02Cron
Form Bridge registers a task with the Perfex cron. Each run it does three things:
- retries failed submissions whose next automatic attempt is due;
- removes payloads older than the retention period (see Privacy and retention);
- writes AI summaries for connections that asked for them (only when the AI helper is on).
- Open Setup › Settings › Cron Job in PerfexPerfex shows the exact command for your server there.
- Add that command to your hosting's cronIn cPanel or Plesk, or with
crontab -e. Ask your host if you are not sure how. - Check it in Form BridgeThe dashboard and Form Bridge › Settings › System show "Cron last ran …". If it says the cron has not run yet, the cron is not set up.
Webhooks themselves do not need the cron: submissions are processed the moment they arrive.
03Multi-tenant setups
All module tables use your database table prefix and all settings are stored per installation, so each tenant of a multi-tenant setup has its own data. Form Bridge 1.0.0 has not been tested on a Perfex SaaS installation.