Automate Perfex CRM with
AI-Powered Workflows
Connect Perfex CRM with 365+ apps and build intelligent automations.
Save hours with no-code workflows that work 24/7.
Supported Triggers and Actions in Perfex CRM
Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.
New Customer
Triggers when a new customer is created.
TriggerNew Lead
Triggers when a new lead is created.
TriggerNew Project
Triggers when a new project is created.
TriggerNew Task
Triggers when a new task is created.
TriggerNew Ticket
Triggers when a new ticket is created.
TriggerNew Contract
Triggers when a new contract is created.
TriggerNew Estimate
Triggers when a new estimate is created.
TriggerNew Invoice
Triggers when a new invoice is created.
TriggerNew Payment
Triggers when a new payment is created.
TriggerNew Proposal
Triggers when a new proposal is created.
TriggerCreate Customer
Creates a Customer in the system
ActionCreate Contact
Creates a contact in the system
ActionCreate Lead
Creates a Lead in the system
ActionCreate Project
Creates a Project in the system
ActionCreate Task
Creates a Task in the system
ActionCreate Ticket
Creates a Ticket in the system
ActionCreate Contract
Creates a Contract in the system
ActionCreate Estimate
Creates a Estimate in the system
ActionCreate Invoice
Creates a Invoice in the system
ActionCreate Proposal
Creates a Proposal in the system
ActionUpdate Contact
Updates a Contact
ActionUpdate Lead
Updates an existing lead to your account
ActionUpdate Customer
Updates an existing customer to your account
ActionSearch Lead Information
Retrieve specific lead details
ActionSearch Contact Information
Retrieve specific Contact details
ActionSearch Customer Information
Retrieve specific Customer details
ActionSearch Task Information
Retrieve specific Task details
ActionSearch Project Information
Retrieve specific Project details
ActionSearch Ticket Information
Retrieve specific Ticket details
Action
Popular Perfex CRM Workflows
See how teams are using Perfex CRM with FlowMattic to automate their work
When a new customer is created in Perfex CRM, add their details to a Mailchimp mailing list
When a new lead is created in Perfex CRM, create a corresponding task in ClickUp
When a new payment is recorded in Perfex CRM, update the customer's status in FluentCRM
When a new project is initiated in Perfex CRM, create a project in Flowlu
When a new invoice is generated in Perfex CRM, add a row to a Google Sheets document
Connect Perfex CRM with 365+ Apps
Build powerful automated workflows by connecting Perfex CRM with your favorite tools and platforms
Can't find what you're looking for?
We're constantly adding new integrations. Request the integration you need and we'll prioritize it.
About Perfex CRM
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
Track the latest updates, new features, and improvements
v1.0 – 20 March, 2025
– Initial release