Lark + Perfex CRM
Create new Lark records from new Perfex CRM invoices
Start organizing your financial data effectively with this convenient workflow. When a new invoice is created in your Perfex CRM, it will initiate a process that creates a new table record in Lark. This efficient workflow allows you to keep detailed records instantly, making your financial management more streamlined and accurate.
Start organizing your financial data effectively with this convenient workflow. When a new invoice is created in your Perfex CRM, it will initiate a process that creates a new table record in Lark. This efficient workflow allows you to keep detailed records instantly, making your financial management more streamlined and accurate.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create New Base Table Record
Creates a new record in a Base table
- Free forever for core features
- 14 day trial for premium features & apps
About Lark
Lark is the next-generation collaboration suite that enables teams to do their best work together. It integrates messaging, video conferencing, schedule management, collaborative documents, email and a variety of workplace applications into a single, mobile-first platform.
Related categories
About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.