Requirements
Perfex CRM requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Perfex CRM credentials
Connect Perfex CRM in WEXTL
- Log in to your WEXTL account, add the Perfex CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Perfex CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Perfex CRM node modules
The list below is a reference of every Perfex CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Perfex CRM node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Userid | text |
| Is Primary | text |
| Firstname | text |
| Lastname | text |
| text | |
| Phonenumber | text |
| Title | text |
| Date Created | date |
| Password | text |
| New Pass Key | text |
| New Pass Key Requested | text |
| Email Verified At | text |
| Email Verification Key | text |
| Email Verification Sent At | text |
| Last Ip | text |
| Last Login | text |
| Last Password Change | text |
| Active | text |
| Profile Image | text |
35other output fields
Watch CustomersTrigger
Output fields[3]
| Field | Type |
|---|---|
| Userid | text |
| Company | text |
| Vat | text |
| Phonenumber | text |
| Country | text |
| City | text |
| Zip | text |
| State | text |
| Address | text |
| Website | text |
| Datecreated | date |
| Active | text |
| Leadid | text |
| Billing Street | text |
| Billing City | text |
| Billing State | text |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
| Shipping City | text |
12other output fields
Watch InvoicesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Sent | text |
| Datesend | date |
| Clientid | text |
| Deleted Customer Name | text |
| Number | text |
| Prefix | text |
| Number Format | text |
| Datecreated | date |
| Date | date |
| Duedate | date |
| Currency | text |
| Subtotal | text |
| Total Tax | text |
| Total | text |
| Adjustment | text |
| Addedfrom | text |
| Hash | text |
| Status | text |
| Clientnote | text |
52other output fields
Watch LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Sent | text |
| Datesend | date |
| Clientid | text |
| Deleted Customer Name | text |
| Number | text |
| Prefix | text |
| Number Format | text |
| Datecreated | date |
| Date | date |
| Duedate | date |
| Currency | text |
| Subtotal | text |
| Total Tax | text |
| Total | text |
| Adjustment | text |
| Addedfrom | text |
| Hash | text |
| Status | text |
| Clientnote | text |
52other output fields
Watch ProjectsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Description | text |
| Status | text |
| Clientid | text |
| Billing Type | text |
| Start Date | date |
| Deadline | date |
| Project Created | date |
| Date Finished | date |
| Progress | text |
| Progress From Tasks | text |
| Project Cost | text |
| Project Rate Per Hour | text |
| Estimated Hours | text |
| Addedfrom | text |
| Rel Type | text |
| Potential Revenue | text |
| Potential Margin | text |
| External | text |
Watch TasksTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Description | text |
| Priority | text |
| Date Added | date |
| Start Date | date |
| Due Date | date |
| Date Finished | date |
| Addedfrom | text |
| Is Added From Contact | text |
| Status | text |
| Recurring Type | text |
| Repeat Every | text |
| Recurring | text |
| Is Recurring From | text |
Get a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Userid | text |
| Company | text |
| Vat | text |
| Phonenumber | text |
| Country | text |
| City | text |
| Zip | text |
| State | text |
| Address | text |
| Website | text |
| Date Created | date |
| Active | text |
| Leadid | text |
| Billing Street | text |
| Billing City | text |
| Billing State | text |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
| Shipping City | text |
12other output fields
Get a LeadAction
Get a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Description | text |
| Status | text |
| Clientid | text |
| Billing Type | text |
| Start Date | date |
| Deadline | date |
| Project Created | date |
| Date Finished | date |
| Progress | text |
| Progress From Tasks | text |
| Project Cost | text |
| Project Rate Per Hour | text |
| Estimated Hours | text |
| Addedfrom | text |
| Rel Type | text |
| Potential Revenue | text |
| Potential Margin | text |
| External | text |
Get a TaskAction
Get an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Sent | text |
| Datesend | date |
| Clientid | text |
| Deleted Customer Name | text |
| Number | text |
| Prefix | text |
| Number Format | text |
| Datecreated | date |
| Date | date |
| Duedate | date |
| Currency | text |
| Subtotal | text |
| Total Tax | text |
| Total | text |
| Adjustment | text |
| Addedfrom | text |
| Hash | text |
| Status | text |
| Clientnote | text |
52other output fields
List ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Userid | text |
| Is Primary | text |
| Firstname | text |
| Lastname | text |
| text | |
| Phonenumber | text |
| Title | text |
| Date Created | date |
| Password | text |
| New Pass Key | text |
| New Pass Key Requested | text |
| Email Verified At | text |
| Email Verification Key | text |
| Email Verification Sent At | text |
| Last Ip | text |
| Last Login | text |
| Last Password Change | text |
| Active | text |
| Profile Image | text |
35other output fields
List Customer ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Userid | text |
| Company | text |
| Vat | text |
| Phonenumber | text |
| Country | text |
| City | text |
| Zip | text |
| State | text |
| Address | text |
| Website | text |
| Date Created | date |
| Active | text |
| Leadid | text |
| Billing Street | text |
| Billing City | text |
| Billing State | text |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
12other output fields
List CustomersSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Userid | text |
| Company | text |
| Vat | text |
| Phonenumber | text |
| Country | text |
| City | text |
| Zip | text |
| State | text |
| Address | text |
| Website | text |
| Datecreated | date |
| Active | text |
| Leadid | text |
| Billing Street | text |
| Billing City | text |
| Billing State | text |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
| Shipping City | text |
12other output fields
List InvoicesSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Sent | text |
| Datesend | date |
| Clientid | text |
| Deleted Customer Name | text |
| Number | text |
| Prefix | text |
| Number Format | text |
| Datecreated | date |
| Date | date |
| Duedate | date |
| Currency | text |
| Subtotal | text |
| Total Tax | text |
| Total | text |
| Adjustment | text |
| Addedfrom | text |
| Hash | text |
| Status | text |
| Clientnote | text |
52other output fields
List LeadsSearch
List ProjectsSearch
Input fields[3]
| Field | Type |
|---|---|
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Description | text |
| Status | text |
| Clientid | text |
| Billing Type | text |
| Start Date | date |
| Deadline | date |
| Project Created | date |
| Date Finished | date |
| Progress | text |
| Progress From Tasks | text |
| Project Cost | text |
| Project Rate Per Hour | text |
| Estimated Hours | text |
| Addedfrom | text |
| Rel Type | text |
| Potential Revenue | text |
| Potential Margin | text |
| External | text |
List TasksSearch
Create a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
First NameRequired | text |
Last NameRequired | text |
E-mailRequired | |
PasswordRequired | secret |
| Title | text |
| Phone Number | text |
| Direction | choice |
| Primary Contact | text |
| Do Not Send Welcome Email | text |
| Send Set Password Email | text |
| Permissions | array |
| Invoice Emails | text |
| Estimate Emails | text |
| Credit Note Emails | text |
| Project Emails | text |
| Ticket Emails | text |
| Task Emails | text |
| Contract Emails | text |
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Create a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CompanyRequired | text |
| VAT | text |
| Phone Number | text |
| Website | text |
| Groups In | array |
| Default Language | text |
| Default Currency | text |
| Address | text |
| City | text |
| State | text |
| Zip Code | text |
| Partnership Type | text |
| Country | text |
| Billing Street | text |
| Billing City | text |
| Billing State | number |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
| Shipping City | text |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
SourceRequired | text |
StatusRequired | text |
NameRequired | text |
AssignedRequired | text |
| Client ID | text |
| Tags | text |
| Contact | text |
| Title | text |
| Website | url |
| Phone Number | text |
| Company | text |
| Address | text |
| City | text |
| State | text |
| Country | text |
| Default Language | text |
| Description | text |
| Custom Contact Date | date |
| Contacted Today | boolean |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Create a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
Project NameRequired | text |
Project RelatedRequired | choice |
Related IDRequired | number |
Billing TypeRequired | number |
Start DateRequired | date |
Project StatusRequired | number |
| Progress From Tasks | text |
| Project Cost | text |
| Project Progress | text |
| Project Rate Per Hour | text |
| Estimated Hours | text |
| Project Members | array |
| Project Deadline | date |
| Project Tags | text |
| Project Description | text |
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Create a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Task NameRequired | text |
Task Start DateRequired | date |
Task RelatedRequired | choice |
| Task Public | text |
| Task Billable | text |
| Task Hourly Rate | text |
| Task Milestone | text |
| Task Deadline | date |
| Task Priority | text |
| Task Repeat Every | text |
| Task Repeat Every Custom | number |
| Task Repeat Type Custom | text |
| Cycles | number |
| Related ID | number |
| Task Tags | text |
| Task Description | text |
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Create an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
Invoice NumberRequired | number |
Invoice DateRequired | date |
CurrencyRequired | number |
New ItemsRequired | array |
SubtotalRequired | number |
TotalRequired | number |
Billing StreetRequired | text |
Allowed Payment ModesRequired | array |
| Billing City | text |
| Billing State | text |
| Billing Zip | number |
| Billing Country | number |
| Include Shipping | boolean |
| Show Shipping on Invoice | boolean |
| Shipping Street | text |
| Shipping City | text |
| Shipping State | text |
| Shipping Zip | number |
| Shipping Country | number |
13other input fields
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
Delete a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
Delete a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Delete a TaskAction
Input fields[3]
| Field | Type |
|---|---|
TaskRequired | choice |
Delete an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Make an API Calluniversal
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
| First Name | text |
| Last Name | text |
E-mailRequired | |
| Title | text |
| Phone Number | text |
| Direction | choice |
| Password | text |
| Primary Contact | text |
| Do Not Send Welcome Email | text |
| Send Set Password Email | text |
| Permissions | array |
| Invoice Emails | text |
| Estimate Emails | text |
| Credit Note Emails | text |
| Project Emails | text |
| Ticket Emails | text |
| Task Emails | text |
| Contract Emails | text |
Update a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Company | text |
| VAT | text |
| Phone Number | text |
| Website | text |
| Groups In | array |
| Default Language | text |
| Default Currency | text |
| Address | text |
| City | text |
| State | text |
| Zip Code | text |
| Partnership Type | text |
| Country | text |
| Billing Street | text |
| Billing City | text |
| Billing State | number |
| Billing Zip | text |
| Billing Country | text |
| Shipping Street | text |
4other input fields
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
LeadRequired | choice |
| Source | text |
| Status | text |
| Name | text |
| Assigned | text |
| Client ID | text |
| Tags | text |
| Contact | text |
| Title | text |
| Website | url |
| Phone Number | text |
| Company | text |
| Address | text |
| City | text |
| State | text |
| Country | text |
| Default Language | text |
| Description | text |
| Custom Contact Date | date |
2other input fields
Update a ProjectAction
Input fields[3]
| Field | Type |
|---|---|
ProjectRequired | choice |
Project NameRequired | text |
Project RelatedRequired | choice |
Related IDRequired | number |
Billing TypeRequired | number |
Start DateRequired | date |
Project StatusRequired | number |
| Progress From Tasks | text |
| Project Cost | text |
| Project Progress | text |
| Project Rate Per Hour | text |
| Estimated Hours | text |
| Project Members | array |
| Project Deadline | date |
| Project Tags | text |
| Project Description | text |
Update a TaskAction
Input fields[3]
| Field | Type |
|---|---|
TaskRequired | choice |
Task NameRequired | text |
Task Start DateRequired | date |
Task RelatedRequired | choice |
| Task Public | text |
| Task Billable | text |
| Task Hourly Rate | text |
| Task Milestone | text |
| Task Deadline | date |
| Task Priority | text |
| Task Repeat Every | text |
| Task Repeat Every Custom | number |
| Task Repeat Type Custom | text |
| Cycles | number |
| Related ID | number |
| Task Tags | text |
| Task Description | text |
Update an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Customer IDRequired | choice |
Invoice NumberRequired | number |
Invoice DateRequired | date |
CurrencyRequired | number |
New ItemsRequired | array |
SubtotalRequired | number |
TotalRequired | number |
Billing StreetRequired | text |
Allowed Payment ModesRequired | array |
| Billing City | text |
| Billing State | text |
| Billing Zip | number |
| Billing Country | number |
| Include Shipping | boolean |
| Show Shipping on Invoice | boolean |
| Shipping Street | text |
| Shipping City | text |
| Shipping State | text |
| Shipping Zip | number |
14other input fields
Templates
Look for Perfex CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
References
- WEXTL® Perfex CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Perfex CRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 18, 2026 19:12