Zapier module for Perfex CRM – Automate your workflow and business tasks

Note: This is a module for Perfex CRM.

Automate Perfex CRM with Zapier

Our Zapier module offers a complete connection service for Perfex CRM installations. It allows you to implement your own third party service connections (Zaps) by using the helpful tools of Zapier and choosing from the 7.000+ available apps (from easy and straightforward integrations, to complex webhooks, triggers etc), making possibilities really UNLIMITED.

Available Triggers

New Proposal (Triggers when a New Proposal is added in Perfex)

New Invoice (Triggers when a New Invoice is created in Perfex)

New Customer (Triggers when a New Customer is added in Perfex)

New Estimate (Triggers when a New Estimate is created in Perfex)

New Payment (Triggers when a New Payment is recorded in Perfex)

New Contract (Triggers when a New Contract is created in Perfex)

New Ticket (Triggers when a New Ticket is raised in Perfex)

New Lead (Triggers when a New Lead is added in Perfex)

New Project (Triggers when a New Project is initiated in Perfex)

New Task (Triggers when a New Task is created in Perfex)

Available Actions

Create Lead (Action to create a new Lead in Perfex)

Create Proposal (Action to create a new Proposal in Perfex)

Create Invoice (Action to create a new Invoice in Perfex)

Create Customer (Action to create a new Customer in Perfex)

Create Estimate (Action to create a new Estimate in Perfex)

Create Contract (Action to create a new Contract in Perfex)

Create Ticket (Action to create a new Ticket in Perfex)

Create Task (Action to create a new Task in Perfex)

Create Project (Action to create a new Project in Perfex)

Create Timesheet (Action to create a new Timesheet in Perfex)

Find Customer (Action to find an existing Customer in Perfex)

Unlimited Integrations

Our Zapier module empowers you to:

Automate Workflows: Connect Perfex CRM with 7.000+ other apps available through Zapier.com, such as accounting software, project management platforms, or email marketing systems. Streamline your operations and eliminate manual data entry by automating data synchronization, creating new leads, updating contact details, and more.

Extend Functionality: Enhance the capabilities of your CRM by integrating it with other applications. Leverage additional features, such as geolocation, SMS notifications, payment gateways, or any other service that your business relies on. Zapier module allows you to create a tailored CRM experience that perfectly fits your unique requirements.

Improve Efficiency: Say goodbye to siloed systems and duplicate efforts. Zapier module enables seamless data flow between Perfex CRM and Zapier’s supported Apps, ensuring accurate and up-to-date information across all your integrated tools. This integration eliminates data inconsistencies, reduces manual errors, and boosts overall operational efficiency.

Foster Collaboration: Connect Perfex CRM with all collaboration tools available through Zapier.com, such as project management or team communication platforms, to foster better collaboration within your organization. Share CRM data with relevant team members, sync task progress, and maintain a centralized hub for all your business operations.

Drive Business Growth: By leveraging the power of the Zapier module, you can create a unified ecosystem of applications that work together harmoniously. This integration enables you to make data-driven decisions, deliver exceptional customer experiences, and drive business growth with increased productivity and streamlined processes.

Built-in REST API: Our module also inherits an optional REST API functionality, in order to allow you to create 100% custom, programmatic code snippets for your potential needs. Even if supporting custom code is outside the scope of the support umbrella, you can still create customized code on your own, based on its complete documentation that contains specific request/response/parameters: Perfex CRM API Documentation

Full list of available Integrations:

You can view the full list of the 7.000+ available apps in the following URL:
Zapier Integrations for Perfex CRM

Support

It takes only a few seconds to be installed, activated and have a fully working Zapier Integration for Perfex.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Version 2.0.5b

-Compatibility fixes for last version of Perfex CRM's core

Version 2.0.5

-Initial version, synced with REST API's 2.0.5 version functionality