STEP 1
Connect Apptivo and Perfex CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Perfex CRM Integration
Keep Apptivo and Perfex CRM in sync by integrating their events and actions. When crm events happen in Apptivo, update the Perfex CRM automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Apptivo and Perfex CRM
Detailed info you need to know about Apptivo and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Apptivo to Perfex CRM
Set up your Apptivo and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Perfex CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Perfex CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersPerfex CRM actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Delete an InvoiceDeletes a specified invoice from the system.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- Get an InvoiceRetrieves an invoice's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Frequently asked questions
Common questions about connecting Apptivo and Perfex CRM.
Connect your Apptivo and Perfex CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Create a Contact" in Perfex CRM. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Perfex CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Perfex CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Perfex CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Perfex CRM integration.
- Apptivo and Perfex CRM integration source code, module specs and credentials implementation.
- Our Apptivo and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Perfex CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library