What actions can I run in Perfex CRM?

31 actions are available, including "Get a Customer", "Get a Lead", and "Get an Invoice", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Perfex CRM Integrations

Open-source CRM for managing clients, projects, invoices, and support. Keep Perfex CRM contacts, deals, and pipeline events in sync with the rest of your stack.

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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.
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.

When to use Perfex CRM

Common scenarios where Perfex CRM automation saves time and reduces manual work.

Use Perfex CRM's "Watch Contacts" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a Lead" in Perfex CRM from any upstream event — map fields once and let the automation handle the rest.
Combine "Watch Invoices" from Perfex CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Perfex CRM to WEXTL®

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`.

Use in workflow automation

Start from Perfex CRM’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 37 ready-made steps for CRM work, and every run records what went in and what came back.

Perfex CRM workflow on the canvas: Watch Customers then Delete a Customer

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. Use them to start workflows the moment Perfex CRM events fire — no polling required.

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.

Use in workflow automation

Start from Perfex CRM’s Watch Customers trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 37 ready-made steps for CRM work, and every run records what went in and what came back.

Perfex CRM Integrations

When to use Perfex CRM

How to connect

Use in workflow automation

Frequently asked questions

Perfex CRM Integrations

When to use Perfex CRM

How to connect

Connect Perfex CRM to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Perfex CRM to any app in workflows

Connect Perfex CRM to any app in workflows

Connect Perfex CRM to any app in workflows

Perfex CRM Integrations

Perfex CRM triggers and actions

When to use Perfex CRM

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Perfex CRM support?

What actions can I run in Perfex CRM?

Do I need to write code to automate this?

Is the integration secure?

Perfex CRM Integrations

Perfex CRM triggers and actions

When to use Perfex CRM

How to connect

Connect Perfex CRM to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Perfex CRM support?

What actions can I run in Perfex CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Perfex CRM to any app in workflows

Connect Perfex CRM to any app in workflows

Connect Perfex CRM to any app in workflows