Zapier Module
There’s no need to switch between tens of apps for your business when Perfex CRM Zapier module brings all of these apps at one place. Marketing and communication for business had never been so easier.
$99.00
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A closer look at Zapier Module
Our Zapier integration lets you connect Perfex CRM with thousands of the most popular apps to automate your work and have more time for what matters most — no code required. Here are some main features of the Zapier module:
Easy integration
Zapier lets you connect your Perfex CRM with Zapier in just one click. All you need is a base URL and Client Secret Key.
Supported Triggers
Your trigger is what starts the automated process between your apps.
New Customer
Triggers when a new customer is created.
New Contract
Triggers when a new Contract is created.
New Payment
Triggers when a new Payment is created.
New Department
Triggers when a new Department is created.
New Lead
Triggers when a new Lead is created.
New Invoice
Triggers when a new invoice is created.
New Ticket
Triggers when a new Ticket is created.
New Estimate
Triggers when a new Estimate is created.
Supported Actions
Your action is what creates and updates data in your apps.
Create Customer
This action creates a customer.
Create Lead
This action creates a Lead.
Create Department
This action creates a Department.
Create Payment
This action creates a Payment.
Create Invoice
This action creates an invoice.
Create Contract
This action creates a Contract.
Create Estimate
This action creates an Estimate.
Create Ticket
This action creates a Ticket.
