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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.
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New Customer
Triggers when a new customer is created.
Trigger -
New Lead
Triggers when a new lead is created.
Trigger -
New Project
Triggers when a new project is created.
Trigger -
New Task
Triggers when a new task is created.
Trigger -
New Ticket
Triggers when a new ticket is created.
Trigger -
New Contract
Triggers when a new contract is created.
Trigger -
New Estimate
Triggers when a new estimate is created.
Trigger -
New Invoice
Triggers when a new invoice is created.
Trigger -
New Payment
Triggers when a new payment is created.
Trigger -
New Proposal
Triggers when a new proposal is created.
Trigger -
Create Customer
Creates a Customer in the system
Action -
Create Contact
Creates a contact in the system
Action -
Create Lead
Creates a Lead in the system
Action -
Create Project
Creates a Project in the system
Action -
Create Task
Creates a Task in the system
Action -
Create Ticket
Creates a Ticket in the system
Action -
Create Contract
Creates a Contract in the system
Action -
Create Estimate
Creates a Estimate in the system
Action -
Create Invoice
Creates a Invoice in the system
Action -
Create Proposal
Creates a Proposal in the system
Action -
Update Contact
Updates a Contact
Action -
Update Lead
Updates an existing lead to your account
Action -
Update Customer
Updates an existing customer to your account
Action -
Search Lead Information
Retrieve specific lead details
Action -
Search Contact Information
Retrieve specific Contact details
Action -
Search Customer Information
Retrieve specific Customer details
Action -
Search Task Information
Retrieve specific Task details
Action -
Search Project Information
Retrieve specific Project details
Action -
Search 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 350+ Apps
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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