Perfex CRM Integration

Open-source CRM for managing clients, projects, invoices, and support. Keep Perfex CRM contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Contacts fires, automatically continue with Get a Customer or Get a Lead.

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Supported triggers and actions for Perfex CRM integration

Triggers can detect changes in Perfex CRM and run actions that can create, search or modify data inside Perfex CRM automatically [3] — exactly how you set them.

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.
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.
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.
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.

How to integrate Perfex CRM in automation workflow?

3 simple steps to make your Perfex CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Perfex CRM in workflow

Pick Perfex CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Perfex CRM

When prompted, authorize access to Perfex CRM in WEXTL once. Perfex CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Perfex CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Perfex CRM yourself or with WEXTL® AI Builder. Connect Perfex CRM to any available integrations [5], or use HTTP node to go beyond them.

Perfex CRM

How Perfex CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Perfex CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Perfex CRM supports.

Full Perfex CRM API documentation

The following table illustrates what fields Perfex CRM integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Perfex CRM is connected in WEXTL builder [4].

Field	Type	Help
URLRequired	url	Your instance URL e.g `https://crm.mycompany.com`.
API TokenRequired	password	Make sure this API Token has all necessary access. `Customers` access is `required`.

Connect Perfex CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Perfex CRM below. Click on selected app to explore integration options with Perfex CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Perfex CRM integration

Select Watch Customers trigger from Perfex CRM - this will be a starting point in your automation. Whenever event happens in Perfex CRM, workflow will start [7] from Watch Customers node.

Search for Delete a Customer, connect it as the next step of integration sequence. You can use filters between Watch Customers and Delete a Customer, so only important data pass from Watch Customers to the next step. WEXTL gives you full control over the process of Perfex CRM automation. All parts of workflow are visible on the canvas [4].

Perfex CRM on WEXTL has 37 modules for combining crm automations. Explore Perfex CRM documentation for more.

Video slide demonstrates how Watch Customers and Delete a Customer nodes are used in Perfex CRM workflow.

Video slide demonstrates how Watch Customers and Delete a Customer [6] nodes are used in Perfex CRM workflow.

Frequently asked questions

Common questions about automating Perfex CRM in your workflows.

Perfex CRM has 6 triggers, including "Watch Contacts", "Watch Customers", and "Watch Invoices", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 31 actions, including "Get a Customer", "Get a Lead", and "Get an Invoice", and more. Refer to our Perfex CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Perfex CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Perfex CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Perfex CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Perfex CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Perfex CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Perfex CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Perfex CRM integration.

Perfex CRM integration source code, module specs and credentials implementation.
Internal Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Perfex CRM vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Perfex CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Perfex CRM Integration

Supported triggers and actions for Perfex CRM integration