Integrate Perfex CRM with Webhooks by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Perfex CRM with Webhooks by Zapier - 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 Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Perfex CRM to Webhooks by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Perfex CRM to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Perfex CRM + Webhooks by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Perfex CRM and Webhooks by Zapier

How can I set up a Zap to connect Perfex CRM with Webhooks by Zapier?

To set up a Zap for connecting Perfex CRM with Webhooks by Zapier, you will need to first log into your Zapier account. Go to the 'Make a Zap' section and select Perfex CRM as the trigger app. Choose an event in Perfex CRM that will trigger your webhook, such as 'New Contact' or 'New Invoice.' Then, for the action app, select 'Webhooks by Zapier' and choose the action event like 'POST,' 'GET,' etc., to send data from Perfex CRM to another service.

What triggers are available in Perfex CRM for use with Webhooks by Zapier?

Perfex CRM offers several triggers that can be leveraged when integrating with Webhooks by Zapier. Some of these include when a new contact is added, an invoice is created or paid, a project is completed, or a task is updated. These triggers allow you to automatically initiate workflows in other connected applications.

Can webhooks be used to update data in other apps through integrations?

Yes, you can use webhooks through our integration platform to update data in other apps. For example, if an invoice status changes in Perfex CRM, a webhook can be sent via POST request to update corresponding records in another service or app.

Are there any restrictions on using Webhooks by Zapier with Perfex CRM?

While integrating Webhooks by Zapier with Perfex CRM offers flexibility, there are some considerations. Ensure you have proper permissions within both services and check if there are rate limits on API requests for both Webhooks and Perfex CRM's API.

What type of actions can I execute using webhooks from Perfex CRM?

When setting up webhooks from Perfex CRM via our platform, you can execute actions such as sending HTTP requests (GET/POST requests) to other applications. This allows seamless data transfer from your CRM events directly into other applications and services that accept webhook inputs.

How do I troubleshoot if my webhook isn't functioning as expected?

Start troubleshooting by checking the logs in both your Zap history and the receiving endpoint's server logs for any error messages or malformed requests. Ensure URLs are correctly inputted and check webhook authentication settings if necessary.

Can I customize the payload sent by Webhooks when triggered by an event in Perfex CRM?

Yes, when setting up a Zap involving Webhooks and Perfex CRM, you have the option to customize the JSON payload sent during transmission. This allows tailoring of which specific fields and data points are included from your trigger event.

Connect Perfex CRM and Webhooks by Zapier 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.

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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.

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Connect Perfex CRM and Webhooks by Zapier 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.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Scheduled
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- 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
Action
Write

- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- company
  Required
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- Contact Id
  Required
Action
Search
- URL
  Required
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Key
Trigger
Instant
Try It
- URL
  Required
- Data
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact Id
  Required
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer Id
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact Id
  Required
- company
  Required
- 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
Action
Search or write
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

Learn how to automate Perfex CRM on the Zapier blog

Learn how to automate Webhooks by Zapier on the Zapier blog

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

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Related categories

CRM (Customer Relationship Management)

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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