STEP 1
Connect GlueUp 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.
GlueUp and Perfex CRM Integration
Keep GlueUp and Perfex CRM in sync by integrating their events and actions. When crm events happen in GlueUp, update the Perfex CRM automatically - without any line of code in visual workflow builder.
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Learn about GlueUp and Perfex CRM
Detailed info you need to know about GlueUp 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 GlueUp to Perfex CRM
Set up your GlueUp and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected GlueUp 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 GlueUp and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between GlueUp and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for GlueUp 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.
GlueUp triggersPerfex CRM actions
GlueUp modules
- Create a UserCreates a new user in the system.
- Get a Company MembershipRetrieves a company membership by ID.
- Get a Company Membership Directory ListRetrieves a company membership directory list.
- Get a Default Individual Application FormRetrieves the default individual application form.
- Get a Finance InvoiceRetrieves a finance invoice from the service.
- Get All Application FormsRetrieves all individual application forms.
- Get All Company Application Form FieldsRetrieves all company application form fields.
- Get All Individual Application Form FieldsRetrieves all individual application form fields.
- Get a Membership Industry ListRetrieves a list of membership industries.
- Get a Membership MemberRetrieves details of a membership member.
- Get a Membership Member Directory ListRetrieves a membership member directory list.
- Get an Event ListRetrieves a list of events from the service.
- Get an Individual MembershipRetrieves details of an individual membership.
- Get Application FormsRetrieves all company application forms.
- Get a User SnapshotRetrieves a snapshot of a user.
- Get Basic Company Membership Directory ListRetrieves a basic company membership directory list.
- Get Basic Membership Member Directory ListRetrieves the basic membership member directory list.
- Get Default Company Application FormRetrieves the default company application form.
- Get Finance InvoicesRetrieves finance invoices from the system.
- Get Individual Membership Directory ListRetrieves an individual membership directory list.
- Get Membership Directory SettingsRetrieves membership directory settings from the specified service.
- Get Membership ListRetrieves a list of memberships from a specific source.
- Get Membership TypesRetrieves membership types from the service.
- Get User EventsRetrieves events associated with a user.
- Get User SubscriptionsRetrieves user subscriptions.
- List Events by StatusRetrieves a list of events filtered by their status.
- Make an API CallPerforms an arbitrary authorized API call.
- Subscribe a User to SubjectsSubscribes a user to specified subjects.
- Subscribe User to an OrganizationSubscribes a user to an organization.
- Watch Application FormTriggers when the default company application form is accessed or modified.
- Watch Application Form FieldsTriggers when a company application form field is updated.
- Watch Company Membership DirectoryTriggers when there is an update in the company membership directory.
- Watch Default Individual Application FormTriggers when a default individual application form is completed.
- Watch Event ListTriggers when a new event is added to the list.
- Watch Individual Application Form FieldsTriggers when there is a change in individual application form fields.
- Watch Individual Membership Directory ListTriggers when the individual membership directory list is updated or changed.
- Watch Invoice ListTriggers when a new invoice is added to the list.
- Watch Membership ListTriggers when there are changes to the membership list.
- Watch Membership TypesTriggers when a membership type is listed.
- Watch User EventsTriggers when a user event occurs.
- Watch User SubscriptionsTriggers when there is a change in user subscriptions.
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 GlueUp 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 GlueUp and Perfex CRM.
Connect your GlueUp 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 GlueUp's "Watch Application Form" fires, WEXTL can "Create a Contact" in Perfex CRM. GlueUp has 12 triggers (including Watch Application Form, Watch Application Form Fields, and Watch Company Membership Directory); 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. GlueUp-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 GlueUp (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 GlueUp + 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 GlueUp and Perfex CRM integration.
- GlueUp and Perfex CRM integration source code, module specs and credentials implementation.
- Our GlueUp and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for GlueUp 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.
- GlueUp integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library