STEP 1
Select Perspective in workflow
Pick Perspective app in the workflow builder [4] - just one click to select the app.
Perspective Integration
Conversion funnels and CRM — list workspaces, sync contacts, query funnel metrics, and update lead data. Connect Perspective campaigns and audiences to CRM, advertising, and analytics workflows. When Get Chart arrives, automatically continue with Get Contact or Get Insight.
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- Data Encryption
- 2FA
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Supported triggers and actions for Perspective integration
Triggers can detect changes in Perspective and run actions that can create, search or modify data inside Perspective automatically [3] — exactly how you set them.
- Get ChartReturns chart metrics for a funnel and date range.
- Get ContactReturns a single CRM contact by ID.
- Get InsightReturns aggregated answers for a funnel question.
- Get KPIReturns a KPI metric for a funnel and time window.
- List ContactsRetrieves a paginated list of CRM contacts for a funnel.
- List WorkspacesRetrieves all workspaces and their campaigns.
- Create ContactCreates a new CRM contact in a funnel.
- Make an API CallPerforms an arbitrary authorized API call.
- Update Contact ValueUpdates a single field value on a contact.
How to integrate Perspective in automation workflow?
3 simple steps to make your Perspective connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Perspective
When prompted, authorize access to Perspective in WEXTL once. Perspective credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Perspective account. Approve?
STEP 3
Build a workflow
Build your workflow with Perspective yourself or with WEXTL® AI Builder. Connect Perspective to any available integrations [5], or use HTTP node to go beyond them.
Perspective
How Perspective connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Perspective app is called in workflows. That allows your marketing automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Perspective supports.
The following table illustrates what fields Perspective integration require during authorization flow inside our workflow builder [4].
Connect Perspective
API Key*Text
••••••••
Demonstration of Perspective connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Account Settings → API keys. Sent as x-perspective-api-key on every request. Treat like a password. |
Connect Perspective to popular apps on WEXTL
Enter a name of the other app you want to sync with Perspective below. Click on selected app to explore integration options with Perspective. 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 Perspective integration
Select Get Chart action from Perspective - this will be a starting point in your automation. Whenever event happens in Perspective, workflow will start [7] from Get Chart node.
Search for Create Contact, connect it as the next step of integration sequence. You can use filters between Get Chart and Create Contact, so only important data pass from Get Chart to the next step. WEXTL gives you full control over the process of Perspective automation. All parts of workflow are visible on the canvas [4].
Perspective on WEXTL has 9 modules for combining marketing automations. Explore Perspective documentation for more.
Perspective
Get Chart
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Performs action
OR
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Triggers
Perspective
Create Contact
Demonstration of how visual Perspective automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Perspective in your workflows.
Perspective has no triggers, but it provides 9 actions including "Get Chart", "Get Contact", and "Get Insight". Pair them with triggers from other apps to automate Perspective tasks.
Integration has 9 actions, including "Get Chart", "Get Contact", and "Get Insight", and more. Refer to our Perspective 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 Perspective integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Perspective official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Perspective 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 Perspective 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 Perspective 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 Perspective 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 Perspective integration.
- Perspective integration source code, module specs and credentials implementation.
- Internal Perspective integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Perspective 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® Perspective App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation