Integrate Perfex CRM with 2Chat to automate your work
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Perfex CRM with 2Chat - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
Setup an action from 2Chat
That’s it! You just connected Perfex CRM to 2Chat
Connect Perfex CRM and 2Chat to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Perfex CRM and 2Chat to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- companyRequired
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- Invoice DateRequired
- Open Till Date
- CurrencyRequired
- Email
- Discount Type
- StatusRequired
- Assigned
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
- WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
- WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
- Time PeriodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- First NameRequired
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Product IDRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- WhatsApp Group IDRequired
- Media Public URLRequired
- Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- From NumberRequired
- To NumberRequired
- Media Public URLRequired
- Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Media Public URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Connected NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing Street
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Related TypeRequired
- Customer IdRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Start DateRequired
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related IDRequired
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- StatusRequired
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Connected NumberRequired
- WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
- WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Connected NumberRequired
- Collection NameRequired
- Product IDs to AddRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Collection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Collection IDRequired
- Product IDs to AddRequired
- Product IDs to Remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- From NumberRequired
- Phone Number to CheckRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- WhatsApp Group IDRequired
- Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- To NumberRequired
- From NumberRequired
- Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- WhatsApp StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Connected NumberRequired
- Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Connected NumberRequired
- WhatsApp Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app