STEP 1
Connect Endear 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.
Endear and Perfex CRM Integration
Keep Endear and Perfex CRM in sync by integrating their events and actions. When crm events happen in Endear, 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 Endear and Perfex CRM
Detailed info you need to know about Endear and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Endear
Retail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Endear to Perfex CRM
Set up your Endear and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Endear 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 Endear and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Endear and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Endear 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.
Endear triggersPerfex CRM actions
Endear modules
- Assign a Task to UsersAssigns a task to users.
- Cancel an Appointment Booking EventCancels an appointment booking event.
- Create a CustomerCreates a new customer.
- Create an Appointment Booking EventCreates an appointment booking event.
- Create a NoteCreates a new note.
- Create a Note CommentAdds a comment to a note.
- Create a TaskCreates a new task.
- Delete a Note CommentDeletes a comment from a note.
- Delete a TaskDeletes a task from the system.
- Get a ConversationRetrieves details for a specific conversation.
- Get a NoteRetrieves details for a specific note.
- Get a Note CommentRetrieves details for a specific comment.
- Get a StoryRetrieves details for a specific story.
- Get a TaskRetrieves details for a specific task.
- Get a TeamRetrieves details for a specific team.
- Get a UserRetrieves details for a specific user.
- List Appointment Booking PagesRetrieves a list of appointment booking pages.
- List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
- List Appointment CalendarsRetrieves a list of appointment calendars.
- List Appointment CalendarsLists appointment calendars by IDs.
- List Appointment EventsLists appointment events by calendar event IDs.
- List Appointment TypesRetrieves a list of appointment types by IDs.
- List Appointment TypesLists appointment types from the service.
- List ConversationsRetrieves a list of conversations.
- List CustomersRetrieves a list of customers.
- List MessagesRetrieves messages associated with a conversation.
- List Messages by IDsRetrieves messages associated with a conversation by IDs.
- List Note CommentsRetrieves comments attached to notes.
- List NotesRetrieves a list of notes.
- List StoriesRetrieves stories shared within the organization.
- List TasksRetrieves a list of tasks.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Customer DeletionRequests the deletion of a customer from the service.
- Reschedule an Appointment Booking EventReschedules an appointment booking event.
- Unassign a Task from UsersUnassigns a task from specified users.
- Update a CustomerUpdates a customer in the system with new information.
- Update a NoteUpdates an existing note in the system.
- Update a Note CommentUpdates a comment attached to a note.
- Update a TaskUpdates a task in the service.
- Update a UserUpdates user information in a specified system or application.
- Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
- Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
- Watch Appointment TypesTriggers when appointment types are watched.
- Watch ConversationTriggers when a new conversation is created.
- Watch CustomersTriggers when a new customer is created.
- Watch MessagesTriggers when new messages are received.
- Watch Note CommentTriggers when a note comment is created.
- Watch NotesTriggers when a new note is created or an existing note is updated.
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 Endear 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 Endear and Perfex CRM.
Connect your Endear 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 Endear's "Watch Appointment Booking Pages" fires, WEXTL can "Create a Contact" in Perfex CRM. Endear has 12 triggers (including Watch Appointment Booking Pages, Watch Appointment Calendar, and Watch Appointment Types); 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. Endear-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 Endear (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 Endear + 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 Endear and Perfex CRM integration.
- Endear and Perfex CRM integration source code, module specs and credentials implementation.
- Our Endear and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Endear 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.
- Endear integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library