Download: Zapier module for Perfex CRM Automate your workflow and business tasks Free Nulled

Preview: Zapier module for Perfex CRM Automate your workflow and business tasks

Be aware that this merchandise is a non-developer-friendly model of our REST API module for Perfex CRM and inherits/combines is performance. You dont want to purchase our REST API aswell and you aren’t presupposed to run it parallel, with the intention to create Zaps for your Perfex Set up.

Transient description

Our Zapier module gives an entire connection service for Perfex CRM installations. It permits you to implement your personal third get together service connections (Zaps) by utilizing the useful instruments of Zapier and selecting from the 7.000+ obtainable apps (from straightforward and simple integrations, to advanced webhooks, triggers and so on), making prospects actually UNLIMITED.

Accessible Triggers

New Proposal (Triggers when a New Proposal is added in Perfex)

New Bill (Triggers when a New Bill is created in Perfex)

New Buyer (Triggers when a New Buyer is added in Perfex)

New Estimate (Triggers when a New Estimate is created in Perfex)

New Cost (Triggers when a New Cost is recorded in Perfex)

New Contract (Triggers when a New Contract is created in Perfex)

New Ticket (Triggers when a New Ticket is raised in Perfex)

New Lead (Triggers when a New Lead is added in Perfex)

New Mission (Triggers when a New Mission is initiated in Perfex)

New Process (Triggers when a New Process is created in Perfex)

Accessible Actions

Create Lead (Motion to create a brand new Lead in Perfex)

Create Proposal (Motion to create a brand new Proposal in Perfex)

Create Bill (Motion to create a brand new Bill in Perfex)

Create Buyer (Motion to create a brand new Buyer in Perfex)

Create Estimate (Motion to create a brand new Estimate in Perfex)

Create Contract (Motion to create a brand new Contract in Perfex)

Create Ticket (Motion to create a brand new Ticket in Perfex)

Create Process (Motion to create a brand new Process in Perfex)

Create Mission (Motion to create a brand new Mission in Perfex)

Create Timesheet (Motion to create a brand new Timesheet in Perfex)

Discover Buyer (Motion to seek out an present Buyer in Perfex)

Limitless Integrations

Our Zapier module empowers you to:

Automate Workflows: Join Perfex CRM with 7.000+ different apps obtainable by way of Zapier.com, akin to accounting software program, mission administration platforms, or e-mail advertising methods. Streamline your operations and get rid of handbook information entry by automating information synchronization, creating new leads, updating contact particulars, and extra.

Lengthen Performance: Improve the capabilities of your CRM by integrating it with different functions. Leverage extra options, akin to geolocation, SMS notifications, cost gateways, or some other service that your business depends on. Zapier module permits you to create a tailor-made CRM expertise that completely suits your distinctive necessities.

Enhance Effectivity: Say goodbye to siloed methods and duplicate efforts. Zapier module permits seamless information move between Perfex CRM and Zapier’s supported Apps, guaranteeing correct and up-to-date info throughout all your built-in instruments. This integration eliminates information inconsistencies, reduces handbook errors, and boosts total operational effectivity.

Foster Collaboration: Join Perfex CRM with all collaboration instruments obtainable by way of Zapier.com, akin to mission administration or staff communication platforms, to foster higher collaboration inside your group. Share CRM information with related staff members, sync process progress, and preserve a centralized hub for all your business operations.

Drive Business Development: By leveraging the ability of the Zapier module, you may create a unified ecosystem of functions that work collectively harmoniously. This integration lets you make data-driven choices, ship distinctive buyer experiences, and drive business development with elevated productiveness and streamlined processes.

Constructed-in REST API: Our module additionally inherits an non-compulsory REST API performance, with the intention to let you create 100% customized, programmatic code snippets for your potential wants. Even when supporting customized code is outdoors the scope of the assist umbrella, you may nonetheless create personalized code on your personal, based mostly on its full documentation that incorporates particular request/response/parameters: Perfex CRM API Documentation

Full record of accessible Integrations:

You possibly can view the total record of the 7.000+ obtainable apps within the following URL:
Zapier Integrations for Perfex CRM

Assist

It takes solely just a few seconds to be put in, activated and have a totally working Zapier Integration for Perfex.

When you have any questions, be happy to boost a assist ticket at our support area.
Guys from assist division will get again to you as quickly as attainable with a reply.

Model 2.0.5

-Preliminary model, synced with REST API's 2.0.5 model performance

Download Zapier module for Perfex CRM Automate your workflow and business tasks Nulled

Download Zapier module for Perfex CRM Automate your workflow and business tasks