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Connect Perfex CRM with another app

Perfex CRM integration

Connect Perfex CRM with 918+ other apps in FlowMattic. Pick a trigger, add Perfex CRM steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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10 triggers 19 actions Integration version 1.0 Category: CRM (Customer Relationship Management) Unlimited workflows and runs

See what the two do together: triggers, actions and example workflows.

Popular with Perfex CRM

Triggers and actions for Perfex CRM

A trigger is the Perfex CRM event that starts a workflow. An action is what FlowMattic does in Perfex CRM from a step.

EventWhat it doesType
New CustomerTriggers when a new customer is created.Trigger
New LeadTriggers when a new lead is created.Trigger
New ProjectTriggers when a new project is created.Trigger
New TaskTriggers when a new task is created.Trigger
New TicketTriggers when a new ticket is created.Trigger
New ContractTriggers when a new contract is created.Trigger
New EstimateTriggers when a new estimate is created.Trigger
New InvoiceTriggers when a new invoice is created.Trigger
New PaymentTriggers when a new payment is created.Trigger
New ProposalTriggers when a new proposal is created.Trigger
Create CustomerCreates a Customer in the systemAction
Create ContactCreates a contact in the systemAction
Create LeadCreates a Lead in the systemAction
Create ProjectCreates a Project in the systemAction
Create TaskCreates a Task in the systemAction
Create TicketCreates a Ticket in the systemAction
Create ContractCreates a Contract in the systemAction
Create EstimateCreates a Estimate in the systemAction
Create InvoiceCreates a Invoice in the systemAction
Create ProposalCreates a Proposal in the systemAction
Update ContactUpdates a ContactAction
Update LeadUpdates an existing lead to your accountAction
Update CustomerUpdates an existing customer to your accountAction
Search Lead InformationRetrieve specific lead detailsAction
Search Contact InformationRetrieve specific Contact detailsAction
Search Customer InformationRetrieve specific Customer detailsAction
Search Task InformationRetrieve specific Task detailsAction
Search Project InformationRetrieve specific Project detailsAction
Search Ticket InformationRetrieve specific Ticket detailsAction

Three steps to a running Perfex CRM workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

  1. Connect

    Authorise Perfex CRM once

    Add a Perfex CRM connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.

  2. Trigger

    Pick what starts it

    Start from a Perfex CRM event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.

  3. Act

    Add Perfex CRM steps and logic

    Chain Perfex CRM actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Perfex CRM workflows people build

Each example pairs Perfex CRM with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

When a new customer is created in Perfex CRM, add their details to a Mailchimp mailing list

Perfex CRM to Mailchimp

When a new lead is created in Perfex CRM, create a corresponding task in ClickUp

Perfex CRM to ClickUp

When a new payment is recorded in Perfex CRM, update the customer's status in FluentCRM

Perfex CRM to FluentCRM

When a new project is initiated in Perfex CRM, create a project in Flowlu

Perfex CRM to Flowlu

When a new invoice is generated in Perfex CRM, add a row to a Google Sheets document

Perfex CRM to Google Sheets

Browse the workflow library

Connect Perfex CRM with other apps

865 apps have triggers or actions that work with Perfex CRM. The ones used together most often come first.

Showing 24 of 865 apps

ClickUp1 templateFlowlu1 templateFormester1 templateGoogle Sheets1 templateMailchimp1 template123 Form BuilderTriggers and actions2CheckoutTriggers and actions8×8Triggers and actions99AcresTriggers and actions99InboundTriggers and actionsAcademy LMSTriggers and actionsAcadleTriggers and actionsAct-OnTriggers and actionsActiveCampaignTriggers and actionsActivechatTriggers and actionsActiveCollabTriggers and actionsAcumbamailTriggers and actionsAddCalTriggers and actionsAddEventTriggers and actionsAdvanced Custom FieldsTriggers and actionsAffiliate for WooCommerceTriggers and actionsAffiliatePressTriggers and actionsAgifyTriggers and actionsAha!Triggers and actions

About Perfex CRM

FlowMattic integration version 1.0

Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company or freelancer.

Perfex CRM integration changelog

What changed in each version of the integration.

v1.0 – 20 March, 2025
– Initial release

Start automating Perfex CRM today

Try the Perfex CRM integration on a live demo site, or install FlowMattic on your own and keep every run on your server.

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30-day money-back guarantee Unlimited workflows and runs Self-hosted

Customers who run it every day

Rated 4.8 out of 5 by customers
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It's very straightforward, has a lot integrations and they work well. It is one thing to 'integrate' new external software, but integrating it well, with lots of options is where FlowMattic shines.

Koen A.

Works within WordPress, so it can easily access any inbuilt WP functions or custom functions and use them in your flow. It's easy to use and already has many useful integrations built.