STEP 1
Connect Clientify 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.
Clientify and Perfex CRM Integration
Build crm workflows between Clientify and Perfex CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clientify and Perfex CRM
Detailed info you need to know about Clientify and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Clientify
CRM and sales automation platform for managing contacts, deals, and customer communication. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Clientify to Perfex CRM
Set up your Clientify and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify 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 Clientify and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Clientify 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.
Clientify triggersPerfex CRM actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Perfex CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Perfex CRM.
Connect your Clientify 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 Clientify's "Watch Contacts" fires, WEXTL can "Create a Contact" in Perfex CRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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. Clientify-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 Clientify (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 Clientify + 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 Clientify and Perfex CRM integration.
- Clientify and Perfex CRM integration source code, module specs and credentials implementation.
- Our Clientify and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify 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.
- Clientify integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library