Perfex CRM Integrations

Open-source CRM for managing clients, projects, invoices, and support. Connect Perfex CRM to AI agents, automate workflows, and scale with confidence.

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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.
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.

Connect Perfex CRM to any app in workflows

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Frequently asked questions

Everything you need to know about connecting Perfex CRM to your workflows.

Connect your Perfex CRM account, choose a trigger or action, and map fields so data flows automatically between Perfex CRM and your workflows.

Perfex CRM Integrations

Perfex CRM triggers and actions

Connect Perfex CRM to any app in workflows

Frequently asked questions

How does Perfex CRM integration work in WEXTL?

Can Perfex CRM start a workflow automatically?

Can I send data to Perfex CRM from other systems?

Do I need coding to automate Perfex CRM?

What are common Perfex CRM use cases?

Can I control what data is sent to Perfex CRM?

Perfex CRM Integrations

Perfex CRM triggers and actions

Connect Perfex CRM to any app in workflows

Frequently asked questions

How does Perfex CRM integration work in WEXTL?

Can Perfex CRM start a workflow automatically?

Can I send data to Perfex CRM from other systems?

Do I need coding to automate Perfex CRM?

What are common Perfex CRM use cases?

Can I control what data is sent to Perfex CRM?

How do I handle errors in Perfex CRM workflows?

Is Perfex CRM integration secure?