buy Zapfex module for connection from our shop
install and activate the module by entering the license
Register at Zapier.com
create a perfex connection on zapier.com and enter the BASE URL and AUTH TOKEN. Now Perfex CRM is connected and synchronized
Integrating between Perfex CRM and Zapier.com using our Zapfex module REST API is very simple. No tedious setup work, creating webhooks, developer accounts, etc. etc.
No programming skills are required. With our integration you will be able to manage in total autonomy and create all your customized workflows, with the following entities:
Potential clients
Clients
Projects
Invoices
Activities
Tickets
starts when a new customer is added
starts when a new lead is added
starts when a new invoice is added
starts when a new project is added
starts when a new activity is added
starts when a new ticket is added
this action creates a new customer
this action creates a new lead
this action creates an invoice
this action creates a project
this action creates an activity
this action creates a ticket