Perfex CRM
Perfex CRM provides tools to manage client interactions, sales automation, and business processes. The API integration supports customization and extension of CRM capabilities to fit business needs.
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Make.comAvailable Module Types
- All Modules (37)
- Search
- Action
- Universal
- Trigger (polling)
Perfex CRM API Integration for Make.com
Create custom Perfex CRM automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch Contacts
Triggers when a new contact is created.
Trigger (polling)
Watch Customers
Triggers when a new customer is created.
Trigger (polling)
Watch Invoices
Triggers when a new invoice is created.
Trigger (polling)
Watch Leads
Triggers when a new lead is created.
Trigger (polling)
Watch Projects
Triggers when a new project is created.
Trigger (polling)
Watch Tasks
Triggers when a new task is created.
Search
List Tasks
Retrieves all tasks.
Action
Create a Contact
Creates a new contact in the service.
Action
Create a Customer
Creates a new customer in the system.
Action
Create a Lead
Creates a new lead in the system.
Action
Create an Invoice
Creates an invoice in the system.
Action
Create a Project
Creates a new project in the system.
Action
Create a Task
Creates a new task in the system.
Action
Delete a Contact
Deletes a contact from the address book or contact list.
Action
Delete a Customer
Deletes a customer from the database.
Action
Delete a Lead
Deletes a lead from the system.
Action
Delete an Invoice
Deletes a specified invoice from the system.
Action
Delete a Project
Deletes a project from the service.
Action
Delete a Task
Deletes a specified task from the service.
Action
Get a Customer
Retrieves a customer's information.
Action
Get a Lead
Retrieves a lead's information.
Action
Get an Invoice
Retrieves an invoice's information.
Action
Get a Project
Retrieves a project's information.
Action
Get a Task
Retrieves a task's information.
Search
List Contacts
Retrieves all contacts.
Search
List Customer Contacts
Retrieves customer contacts.
Search
List Customers
Retrieves all customers.
Search
List Invoices
Retrieves all invoices.
Search
List Leads
Retrieves all leads.
Search
List Projects
Retrieves all projects.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Contact
Updates a contact with new information.
Action
Update a Customer
Updates a customer record in the database.
Action
Update a Lead
Updates the information for a specific lead.
Action
Update an Invoice
Updates an invoice with new information or changes to existing data.
Action
Update a Project
Updates a project in the system.
Action
Update a Task
Updates a task in the service with new details or modifications.
Perfex CRM Automation Use Cases
Explore potential use cases for automations using Perfex CRM API and utilize our integration modules crafted specifically for such workflows.
2 modules
Create Contact on Lead Creation
Create a contact when a new lead is created.
Watch Leads
Create a Contact
2 modules
Update Task on Project Update
Update a task when a project is updated.
Update a Task
Update a Project
2 modules
Send Invoice on Customer Creation
Create an invoice when a new customer is created.
Create an Invoice
Watch Customers
2 modules
Delete Contact on Lead Deletion
Delete a contact when a lead is deleted.
Delete a Contact
Delete a Lead
2 modules
List Tasks on Project Creation
Retrieve tasks when a new project is created.
List Tasks
Watch Projects
2 modules
Update Invoice on Task Completion
Update an invoice when a task is completed.
Update an Invoice
Update a Task
2 modules
Create Project on Customer Update
Create a project when a customer is updated.
Create a Project
Update a Customer
2 modules
List Contacts on Customer Creation
Retrieve contacts when a new customer is created.
List Contacts
Watch Customers
2 modules
Create Task on Invoice Creation
Create a task when a new invoice is created.
Create a Task
Watch Invoices
Supported Platforms
- Make.com
How to start with Perfex CRM on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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