Email by Zapier + Perfex CRM

Send outbound emails via Email by Zapier for new projects in Perfex CRM

Initiate an email every time a new project is set up in your Perfex CRM. This workflow seamlessly connects Perfex CRM and Email by Zapier, dispatching an outbound email whenever a new project is created. Maintain constant communication and ensure stakeholders are promptly notified about new projects, improving efficiency in your project management process.

Initiate an email every time a new project is set up in your Perfex CRM. This workflow seamlessly connects Perfex CRM and Email by Zapier, dispatching an outbound email whenever a new project is created. Maintain constant communication and ensure stakeholders are promptly notified about new projects, improving efficiency in your project management process.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Project

    Triggers when a new project is created.

    TriggerScheduled
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
  • Perfex CRM triggers, actions, and search

    New Contract

    Triggers when a new contract created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Scheduled
    Try It
    • Contact IdRequired

    Trigger
    Scheduled
    Try It
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email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier
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perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship Management)