Perfex CRM API: Watch Contacts, Create a Contact

About this integration

Open-source CRM for managing clients, projects, invoices, and support.

There are 6 triggers, 12 search modules and 19 actions available. The integration connects via basic authentication.

How to connect

The credential form asks for URL and API Token.

Prefer the interactive builder form? Open it on the app page.

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

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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 it in workflow automation

Start with Watch Contacts, then add Create a Contact.

The canvas below runs Watch Contacts into Create a Contact — watch the video, then drop a node onto the canvas.

Select the Watch Contacts trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Delete a Contact as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 25 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.

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Perfex CRM workflow on the canvas: Watch Contacts then Delete a Contact

Triggers, searches and actions

Open any Perfex CRM trigger, search, or action to see its inputs and outputs — 6 triggers, 12 searchs, 19 actions.