Customizing with Hooks

You can add your own logic to this CRM — send a Slack message when a lead converts, sync invoices to your accounting system, tweak a PDF template — without editing any core file. That means your changes survive every future update: you just drop your code into one file, and updates never touch it.

Where your code goes

Everything lives in app/Hooks/custom.php. It ships blank. Add functions and register them with add_action() or add_filter(), the same pattern used by WordPress and Perfex — if you’ve customized either of those before, this will feel familiar.

<?php

use App\Models\Lead;

add_action('lead_converted', function (Lead $lead, $customer) {
    Log::info("Lead {$lead->name} converted to customer #{$customer->id}");
});

If your callback throws an exception, it’s caught and logged — it will never break the action that triggered it (a broken Slack integration won’t stop a real lead from converting).

Actions — do something after an event

Hook	Fires when	Arguments
`ticket_opened`	A new support ticket is created (by a client, or by inbound email if you’ve set up mailbox integration)	`Ticket $ticket`
`ticket_replied`	Anyone replies to a ticket	`TicketReply $reply`
`lead_converted`	A lead is converted into a customer	`Lead $lead, Customer $customer`
`invoice_sent`	An invoice is sent to a customer	`Invoice $invoice`
`invoice_cancelled`	An invoice is cancelled	`Invoice $invoice`
`payment_recorded`	A payment is recorded — manually by staff, or automatically via a Stripe webhook	`Payment $payment`
`proposal_responded`	A customer accepts or declines a proposal	`Proposal $proposal`
`estimate_responded`	A customer accepts or declines an estimate	`Estimate $estimate`
`chat_message_sent`	A staff chat message is sent (requires the Staff Chat add-on)	`ChatMessage $message`

Filters — change a value

Filters let you swap out a value the app is about to use. Return your own value from the callback:

add_filter('pdf_view_invoice', function (string $view, $invoice) {
    return $invoice->customer->currency === 'EUR' ? 'pdfs.invoice-eu' : $view;
});

Hook	Changes	Arguments passed to your callback
`pdf_view_invoice`	Which Blade view renders an invoice PDF	`string $view, Invoice $invoice`
`pdf_view_estimate`	Which Blade view renders an estimate PDF	`string $view, Estimate $estimate`
`pdf_view_proposal`	Which Blade view renders a proposal PDF	`string $view, Proposal $proposal`

A worked example: put your own Blade file at resources/views/pdfs/invoice-eu.blade.php and use it only for EUR customers, without ever touching the stock pdfs/invoice.blade.php.

The screens you see in the browser (Kanban board, dashboard, reports, everything) are a compiled React app, not server-rendered Blade — there’s no template-override mechanism for them the way there is for PDFs. You have the full resources/js/ source in your copy, so you’re always free to edit a page directly; there just isn’t a drop-in-override layer for it like custom.php gives you for backend logic. If you do edit resources/js/, run npm run build afterward and keep a note of what you changed before installing a future update.

Text and translations

Every user-facing string in Laravel’s own auth screens (login, password reset, etc.) can be overridden without touching a template, via lang/en/*.php. If those files don’t exist yet in your copy, generate them with:

php artisan lang:publish

Laravel checks your lang/ directory first, so anything you put there wins.

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Customizing with Hooks

Where your code goes

Actions — do something after an event

Filters — change a value

Text and translations

​Where your code goes

​Actions — do something after an event

​Filters — change a value

​Text and translations

Where your code goes

Actions — do something after an event

Filters — change a value

Text and translations