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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 QuickFile - no code necessary. See how you can get setup in minutes.

Select a trigger from Perfex CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Perfex CRM, a trigger could be "New Contract."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickFile

An action is what takes place after the automation is triggered. For example, with QuickFile, the action could be "Create Bank Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Perfex CRM to QuickFile

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Perfex CRM to QuickFile integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Perfex CRM and QuickFile 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Perfex CRM triggers, actions, and search
    New Contract

    Triggers when a new contract created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Project

    Triggers when a new project is created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Customer

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Polling
    Try It
  • Perfex CRM triggers, actions, and search
    New Payment

    Triggers when a new payment is created.

    Trigger
    Polling
    Try It
    • Contact Id
      Required
    Trigger
    Polling
    Try It
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About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
Learn moreLearn more
Related categories
CRM (Customer Relationship Management)
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About QuickFile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!
Related categories
Accounting

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