Perfex CRM + Slack

"send channel messages in Slack for new tickets in Perfex CRM"

Streamline your communication process and enhance team coordination with this workflow. When a new ticket is created in Perfex CRM, it triggers a swift message to the designated channel in Slack. This interface reduces the time spent toggling between apps and ensures every new ticket is promptly addressed, leading to improved customer service.

Streamline your communication process and enhance team coordination with this workflow. When a new ticket is created in Perfex CRM, it triggers a swift message to the designated channel in Slack. This interface reduces the time spent toggling between apps and ensures every new ticket is promptly addressed, leading to improved customer service.

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

    Triggers when a new Ticket is created.

    TriggerScheduled
  2. automatically do this!
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    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 Perfex CRM

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

Related categories

  • CRM (Customer Relationship Management)
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slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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