Zapier module for Perfex CRM – Automate your workflow and business tasks

Note: This is a module for Perfex CRM.

Automate Perfex CRM with Zapier

Our Zapier module offers a complete connection service for Perfex CRM installations. It allows you to implement your own third party service connections (Zaps) by using the helpful tools of Zapier and choosing from the 7.000+ available apps (from easy and straightforward integrations, to complex webhooks, triggers etc), making possibilities really UNLIMITED.

Available Triggers
New Proposal (Triggers when a New Proposal is added in Perfex)
New Invoice (Triggers when a New Invoice is created in Perfex)
New Customer (Triggers when a New Customer is added in Perfex)
New Estimate (Triggers when a New Estimate is created in Perfex)
New Payment (Triggers when a New Payment