Integrate Perfex CRM with Qoyod 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 Qoyod - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
Setup an action from Qoyod
That’s it! You just connected Perfex CRM to Qoyod
Connect Perfex CRM and Qoyod 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 Qoyod 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 Bill
Triggers when a bill is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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 Product
New Product is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Purchase Order
Triggers when a new Purchase Order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Receipt
Triggers when a receipt 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 - Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
- Receipt ReferenceRequired
- Receipt AmountRequired
- Invoice DateRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- NameRequired
- Description
- Due on
- StatusRequired
- PrivateRequired
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Receipt AmountRequired
- Invoice DateRequired
- Vendor IDRequired
- KindRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing 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- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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 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 Credit Note
Triggered when a new credit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Debit Note
Trigger when a new debit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Manual Journal Entry
Triggers when a Manual Journal Entry 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 Quotation
Triggers when a new quotation is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Stock Change
Lists all recently changed products
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
- Receipt ReferenceRequired
- Receipt AmountRequired
- Invoice DateRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Invoice DateRequired
- debitRequired
- creditRequired
- Comment
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- NameRequired
- Description
- Due on
- StatusRequired
- PrivateRequired
- Priority
- User
- Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Phone Number
- Primary Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Phone Number
- Primary Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IdRequired
- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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- NameRequired
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing 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