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Perfex CRM + WhatsApp Notifications

Send messages via WhatsApp Notifications for new tasks in Perfex CRM

Effortlessly stay on top of your tasks with this handy workflow. Whenever a new task pops up in your Perfex CRM, a message is instantly sent via the WhatsApp Notifications app, keeping you updated without constantly checking your CRM. Stay organized and improve your productivity with this integration, taking control of your tasks and ensuring efficient communication.

Effortlessly stay on top of your tasks with this handy workflow. Whenever a new task pops up in your Perfex CRM, a message is instantly sent via the WhatsApp Notifications app, keeping you updated without constantly checking your CRM. Stay organized and improve your productivity with this integration, taking control of your tasks and ensuring efficient communication.

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

    Triggers when a new task is created.

    TriggerScheduled
  2. automatically do this!
    WhatsApp NotificationsWhatsApp Notifications
    Send Message

    Sends a message to a WhatsApp user.

    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)
whatsapp-notifications logo
whatsapp-notifications logo

About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

  • Communication
  • Notifications
  • Phone & SMS

Related Zap Templates

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

Related Zap Templates

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

 

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