Sync Perfex CRM REST API to Zapier.com in 4 simple steps
Perfex CRM API Rest, how to connect and sync to Zapier.com in 4 simple steps
Step 1
buy Zapfex module for connection from our shop
Step 2
install and activate the module by entering the license
STEP 3
Register at Zapier.com
step 4
create a perfex connection on zapier.com and enter the BASE URL and AUTH TOKEN. Now Perfex CRM is connected and synchronized
Integration between Perfex CRM and Zapier.com
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.
Everything is ready to connect your Perfex CRM to the Zapier.com ecosystem in 4 simple steps.
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
WHAT ARE YOU WAITING FOR?
SUPPORTED TRIGGERS
THE TRIGGERS START THE AUTOMATION AUTOMATICALLY WHEN ACTIVATED
NEW CLIENT
starts when a new customer is added
NEW POTENTIAL CUSTOMER
starts when a new lead is added
NEW INVOICE
starts when a new invoice is added
NEW PROJECT
starts when a new project is added
NEW ACTIVITY
starts when a new activity is added
NEW TICKET
starts when a new ticket is added
ACTIONS SUPPORTED
ACTIONS ARE THOSE THINGS THAT CREATE AND UPDATE THE DATA IN YOUR APPS
CREATE CUSTOMER
this action creates a new customer
CREATE NEW POTENTIAL CUSTOMER
this action creates a new lead
CREATE INVOICE
this action creates an invoice
CREATE PROJECT
this action creates a project
CREATE ACTIVITY
this action creates an activity
CREATE TICKETS
this action creates a ticket