Integrate Perfex CRM with WhatsApp Notifications 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 WhatsApp Notifications - 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 WhatsApp Notifications

An action is what takes place after the automation is triggered. For example, with WhatsApp Notifications, the action could be "Send Message."

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

That’s it! You just connected Perfex CRM to WhatsApp Notifications

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

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Set up your first integration

Quickly connect Perfex CRM to WhatsApp Notifications with a Zapier template.

Our most popular template

Send WhatsApp Notifications messages when new leads are added in Perfex CRM
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Perfex CRM + WhatsApp Notifications
Send messages via WhatsApp Notifications for new tasks in Perfex CRM
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Perfex CRM + WhatsApp Notifications

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

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Perfex CRM + WhatsApp Notifications

Send messages via WhatsApp Notifications for new tasks in Perfex CRM

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Perfex CRM + WhatsApp Notifications

Make work flow with AI

Level up your Perfex CRM to WhatsApp Notifications 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 + WhatsApp Notifications 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 WhatsApp Notifications

How can I connect Perfex CRM with WhatsApp for notifications?

To integrate Perfex CRM with WhatsApp, you'll need a third-party service that supports API interactions between the two platforms. Once set up, triggers such as new client addition or invoice creation in Perfex can prompt our system to send automated WhatsApp messages. Ensure your API keys are configured correctly for seamless communication.

What types of notifications can be sent from Perfex CRM to WhatsApp?

Our integration can facilitate sending various notifications like new leads, invoice updates, payment confirmations, and appointment reminders directly to clients via WhatsApp. These actions are triggered based on specific updates recorded in the Perfex CRM system.

Is there a way to customize the message content sent via WhatsApp from Perfex CRM?

Yes, the message content sent through our integration is customizable. You can tailor notifications with dynamic fields from Perfex CRM, such as inserting client names or specific invoice details to personalize communications.

Can I trigger WhatsApp messages based on custom conditions in Perfex CRM?

Certainly! Our integration allows you to set custom triggers within Perfex CRM that prompt WhatsApp notifications. For example, you might configure it so that an overdue payment status sends out an automatic reminder.

Are there any prerequisites before setting up the integration between Perfex CRM and WhatsApp?

Before setting up the integration, ensure you have administrative access to both your Perfex CRM account and a valid WhatsApp Business API setup. This will allow proper authentication and enable seamless operation of triggers and actions.

How do I troubleshoot issues if the WhatsApp notification is not triggered correctly from Perfex CRM?

Start by verifying if all triggers have been correctly configured in your workflow settings within Perfex CRM. Also check if your API keys are valid and haven't expired. Reviewing logs for any errors during scheduled triggers will help diagnose issues more effectively.

Does integrating with WhatsApp impact performance or functionality of my existing setup in Perfex CRM?

Our integration is designed not to interfere with existing workflows within Perfex CRM. The additional notification layer works independently through webhooks and APIs, ensuring other system functionalities remain unaffected while efficiently handling communication tasks.

Connect Perfex CRM and WhatsApp Notifications to integrate crucial parts of your business

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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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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.

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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.

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Connect Perfex CRM and WhatsApp Notifications 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
- Template
  Required
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

Learn how to automate Perfex CRM on the Zapier blog

Learn how to automate WhatsApp Notifications on the Zapier blog

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

About WhatsApp Notifications

Receive notifications on WhatsApp.

Help

Related categories

Integrate Perfex CRM with WhatsApp Notifications to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Perfex CRM

Setup an action from WhatsApp Notifications

That’s it! You just connected Perfex CRM to WhatsApp Notifications

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Send messages via WhatsApp Notifications for new tasks in Perfex CRM

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Send messages via WhatsApp Notifications for new tasks in Perfex CRM

Make work flow with AI

Frequently Asked Questions about Perfex CRM + WhatsApp Notifications integrations

Connect Perfex CRM and WhatsApp Notifications to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Connect Perfex CRM and WhatsApp Notifications to unlock the power of automation

Supported triggers and actions

Learn how to automate Perfex CRM on the Zapier blog

Learn how to automate WhatsApp Notifications on the Zapier blog

7 WhatsApp Notifications automation ideas

Connect Perfex CRM to WhatsApp Notifications on the world's largest no-code automation platform