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Lark + Perfex CRM

Create new Lark tasks for every new task in Perfex CRM

Manage your tasks seamlessly with this workflow. When a new task is created in Perfex CRM, it simultaneously establishes a new task within the Lark app. This automation aids in task management, ensuring nothing falls through the cracks while saving precious time and effort in transferring information manually. Enhance your productivity and stay on top of your assignments with this seamless transition from Perfex CRM to Lark.

Manage your tasks seamlessly with this workflow. When a new task is created in Perfex CRM, it simultaneously establishes a new task within the Lark app. This automation aids in task management, ensuring nothing falls through the cracks while saving precious time and effort in transferring information manually. Enhance your productivity and stay on top of your assignments with this seamless transition from Perfex CRM to Lark.

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

    Triggers when a new task is created.

    TriggerScheduled
  2. automatically do this!
    LarkLark
    Create New Lark Task

    Crreates a new task in Lark

    ActionWrite
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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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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

  • Productivity
perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Related Zap Templates

  • Create new Lark records from new Perfex CRM invoices

Related Zap Templates

  • Create new Lark records from new Perfex CRM invoices

 

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