STEP 1
Connect Axonaut 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.
Axonaut and Perfex CRM Integration
Keep Axonaut and Perfex CRM in sync by integrating their events and actions. When crm events happen in Axonaut, update the Perfex CRM automatically - without any line of code in visual workflow builder.
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Learn about Axonaut and Perfex CRM
Detailed info you need to know about Axonaut and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Axonaut
Manage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Axonaut to Perfex CRM
Set up your Axonaut and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Axonaut 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 Axonaut and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Axonaut and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Axonaut 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.
Axonaut triggersPerfex CRM actions
Axonaut modules
- Add a Document to a CompanyAdds a document, by external URL, to a company.
- Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
- Create a Company AddressCreates a new address for a company.
- Create a Company CategoryCreates a new company category.
- Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
- Create an Accounting CodeCreates a new accounting code for sales or purchases.
- Create an EmployeeCreates a new employee (contact person) for a company.
- Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
- Create an ExpenseCreates a new expense linked to a supplier or workforce member.
- Create an Expense PaymentRecords a payment against an expense.
- Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
- Create an Invoice PaymentRecords a payment against an invoice.
- Create an OpportunityCreates a new sales opportunity in a pipeline step.
- Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
- Create a PipelineCreates a new sales pipeline with its steps.
- Create a ProductCreates a new product with its price, tax rate and stock settings.
- Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
- Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
- Create a SupplierCreates a new supplier with its address and tax details.
- Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
- Create a TaskCreates a new task with its priority, dates and assigned workforce.
- Create a TicketCreates a new support ticket for a company.
- Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
- Delete a CompanyDeletes a company by its ID.
- Delete a Company AddressDeletes a company address by its ID.
- Delete an EmployeeDeletes an employee by its ID.
- Delete an OpportunityDeletes an opportunity by its ID.
- Delete a ProjectDeletes a project by its ID.
- Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
- Delete a TaskDeletes a task by its ID.
- Delete a Time TrackingDeletes a time tracking by its ID.
- Download a Delivery NoteDownloads the PDF of a delivery note.
- Download a DocumentDownloads the file of a company document.
- Get a CompanyRetrieves a single company by its ID.
- Get a Delivery NoteRetrieves a single delivery note by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an OpportunityRetrieves a single opportunity by its ID.
- Get an Order (Contract)Retrieves a single order (contract) by its ID.
- Get a ProductRetrieves a single product by its ID.
- Get a Product's StockRetrieves the current stock level of a product.
- Get a ProjectRetrieves a single project by its ID.
- Get a QuotationRetrieves a single quotation by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a Supplier ContractRetrieves a single supplier contract by its ID.
- Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
- Get a TaskRetrieves a single task by its ID.
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 an InvoiceCreates an invoice in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task 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 an InvoiceDeletes a specified invoice from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get an InvoiceRetrieves an invoice's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task'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 an InvoiceUpdates an invoice with new information or changes to existing data.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- 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 Axonaut and Perfex CRM.
Connect your Axonaut 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 Axonaut's "Watch Bank Accounts" fires, WEXTL can "Create a Contact" in Perfex CRM. Axonaut has 24 triggers (including Watch Bank Accounts, Watch Bank Transactions, and Watch Companies); 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. Axonaut-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 Axonaut (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 Axonaut + 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 Axonaut and Perfex CRM integration.
- Axonaut and Perfex CRM integration source code, module specs and credentials implementation.
- Our Axonaut and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Axonaut 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.
- Axonaut integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library