Integrate Perfex CRM with Holded to automate your work
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How Zapier works
Zapier makes it easy to integrate Perfex CRM with Holded - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
Setup an action from Holded
That’s it! You just connected Perfex CRM to Holded
Connect Perfex CRM and Holded 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 Holded 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- New Contact
Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Order
Triggers when a new sales order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Contact Code
- Contact Relationship
- Contact type
- Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- CurrencyRequired
- Language
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Funnel
- Contact ID
- NameRequired
- Deal Value
- Deal Potential
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Contact Name
- Start
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bank
- Contact ID
- AmountRequired
- Description
- Invoice DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Invoice DateRequired
- Notes
- Invoice Number
- NameRequired
- Units
- SubtotalRequired
- Discount (%)
- Tax Rate (%)
- Taxes
- CurrencyRequired
- Due Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Invoice DateRequired
- Notes
- Sales Channel
- Invoice Number
- NameRequired
- Units
- SKU
- Service ID
- SubtotalRequired
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- CurrencyRequired
- Due Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Invoice DateRequired
- NameRequired
- Units
- SKU
- Service ID
- SubtotalRequired
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- CurrencyRequired
- Due Date
- Warehouse
- Sales Channel
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Invoice DateRequired
- AmountRequired
- Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- Ticket Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Contact Code
- Contact IdRequired
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- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggers when a new sales receipt has been created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice DateRequired
- NameRequired
- Units
- SKU
- SubtotalRequired
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- CurrencyRequired
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Last NameRequired
- Email
- Send Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice DateRequired
- NameRequired
- Units
- SKU
- SubtotalRequired
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- CurrencyRequired
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Price
- Tax Rate (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Invoice DateRequired
- Notes
- Warehouse
- Sales Channel
- NameRequired
- Units
- SKU
- SubtotalRequired
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- CurrencyRequired
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Invoice DateRequired
- Notes
- Warehouse
- NameRequired
- Units
- SKU
- SubtotalRequired
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- CurrencyRequired
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- Invoice DateRequired
- AmountRequired
- Treasury
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Recipient EmailRequired
- SubjectRequired
- Ticket Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- NameRequired
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone Number
- IBAN
- Swift
- Sepa Reference
- Sepa Date
- Address
- City
- Postal Code
- Province
- Country
- Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Contact Code
- Contact IdRequired
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- CurrencyRequired
- Language
- Tags
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