Integrate HelpSpot with Perfex CRM to automate your work
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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Choose a Trigger
Start here
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 Request
Triggers when a new request is created.
Try It - Category
- Status
- Open/Closed
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Search String
Try It- xRequestRequired
- Subject
- Note BodyRequired
- Category
- Note Type
- HTML Note
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Status
- Open/Closed
- New Customer
Triggers when a new customer is created.
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- Update
Triggers when a request is updated.
Try It - Subject
- Note BodyRequired
- Category
- Note Type
- HTML Note
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Open/Closed
- Status
- New Contract
Triggers when a new contract created.
Try It - New Estimate
Triggers when a new estimate is created.
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Related categories
Related categories