Perfex CRM
Perfex CRM is self hosted Customer Relationship Management software that is a great fit for almost any company or freelancer.
Version: 1.0
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.
When this happens..
New Customer
Triggers when a new customer is created.
-
New Lead
Triggers when a new lead is created.
-
New Project
Triggers when a new project is created.
-
New Task
Triggers when a new task is created.
-
New Ticket
Triggers when a new ticket is created.
-
New Contract
Triggers when a new contract is created.
-
New Estimate
Triggers when a new estimate is created.
-
New Invoice
Triggers when a new invoice is created.
-
New Payment
Triggers when a new payment is created.
-
New Proposal
Triggers when a new proposal is created.
Do this..
-
Create Customer
Creates a Customer in the system
-
Create Contact
Creates a contact in the system
-
Create Lead
Creates a Lead in the system
-
Create Project
Creates a Project in the system
-
Create Task
Creates a Task in the system
-
Create Ticket
Creates a Ticket in the system
-
Create Contract
Creates a Contract in the system
-
Create Estimate
Creates a Estimate in the system
-
Create Invoice
Creates a Invoice in the system
-
Create Proposal
Creates a Proposal in the system
-
Update Contact
Updates a Contact
-
Update Lead
Updates an existing lead to your account
-
Update Customer
Updates an existing customer to your account
-
Search Lead Information
Retrieve specific lead details
-
Search Contact Information
Retrieve specific Contact details
-
Search Customer Information
Retrieve specific Customer details
-
Search Task Information
Retrieve specific Task details
-
Search Project Information
Retrieve specific Project details
-
Search Ticket Information
Retrieve specific Ticket details
Workflow Examples
| Workflow Name | Applications |
|---|---|
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 The Following
WordPress Plugins And 3rd Party Apps
123 Form Builder
99Acres
Activechat
Acumbamail
Advanced Custom Fields
AidaForm
Airtable
Albacross
Anthropic (Claude)
API Module
API Polling
Appcontx
ARForms
ARMember
Avada Forms
BananaShop
Beaver Builder Forms
Better Uptime
Bitly
Book Like a Boss
Bounceless
Box
Brevo ( Sendinblue )
Bricks Forms
Brilliant Directories
BuddyBoss
BuddyPress
Buy Me a Coffee
CallRail
Campaign Monitor
Canva
Chatrace
ClickUp
Cloudflare
Contact Form 7
Continual.ly
ConversioBot
Convertbox
Counter
Creatomate
Crove
CSV Parser
Custom Action
Date/Time Formatter
Delay
Desku.io
Digital Access Pass ( DAP )
Discord
Divi Forms
Easypromos
Elementor
Email List Validation
Email Parser
Email SMTP
Emailable
EmailListVerify
Facebook Lead Ads
Filters
Flowlu
FlowMattic Tools
Fluent Booking
Fluent Forms
Fluent Support
FluentCommunity
FluentCRM
Formaloo
FormCrafts
Formidable Forms
Forminator
Formium
Freshdesk
FunnelKit Automations ( Autonami )
Fusioo
GamiPress
Gmail
Google AI
Google Drive
Google Lead Form
Google Sheets
Graphy
Gravity Forms
Groove Pages
Groove Sales
Groq AI
Groundhogg
Happyforms
HARO Email Parser
Hexomatic
HeySummit
Hotmart
HubSpot CRM
Instantly
Instantpage.dev
Integrately
ISO
Iterator
Iterator End
Iterator Storage
JetFormBuilder
Jotform
Kadence Forms
KonnectzIT
LatePoint
LeadConnector V2
LearnDash
Lemon Squeezy
Listnr
Mailbluster
Mailboxlayer
Mailchimp
MailerLite
MailPoet
MailRefine
MainWP
Make
MakeForms
MasterStudy LMS
Maths Module
Memberful
Metabox
Metabox – Custom Table
Monday.com
myCred
n8n.io
NeuronWriter
NewOaks AI
Nifty PM
Ninja Forms
NinjaPipe
Notion
Nuelink
Number Formatter
Ocoya
OpenAI (ChatGPT)
OpenRead.io
OpenRouter AI
Optinly
OptinMonster
Outgoing Webhook
Pabbly Connect
Pabbly Subscriptions
Paced Email
Paddle
Paid Memberships Pro
Parsio
PDF.co
Perfex CRM
PhotoRoom
PHP Array
PHP Functions
Plugin Actions
Presto Player
Probooking
Pxl
QuestionScout
Radaar
Razorpay
Reoon Email Verifier
Replug
Restrict Content Pro
Routers
RSS Feed
SavvyCal
Schedule
ScreenshotOne
Sessions
Shopia
Slack
Smartsheet
Socialbee
Sociamonials
SpreadSimple
Straico
Stripe
SuiteDash
SureCart
SureForms
SureMembers
Swipe Pages
Tawk.to
Telegram
Text Formatter
ThriveCart
ThriveDesk
Todoist
Tomba
TradingView
Trafft
TuCalendi
Tutor LMS
Twilio
Typebot
Typeform
Unbounce
UpViral
VBOUT
VerifyBee
Voxel
Webhook Response
Webhooks
Webpage Parser
WhatsApp by WA.Team
WhatsApp Cloud API
Wise
Wishlist Member
WooCommerce
WordPress
WP All Import
WP Amelia
WP Fusion
WP-Polls
WPForms
WSForms
X ( Twitter )
XML Parser
Zapier
Zeeg
ZeroBounce
Perfex CRM integration changelog
v1.0 – 20 March, 2025
– Initial release