Lark + Perfex CRM

Lark + Perfex CRM integrations

Create new Lark records from new Perfex CRM invoices

Start organizing your financial data effectively with this convenient workflow. When a new invoice is created in your Perfex CRM, it will initiate a process that creates a new table record in Lark. This efficient workflow allows you to keep detailed records instantly, making your financial management more streamlined and accurate.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerPolling
automatically do this!
Create New Base Table RecordCreates a new record in a Base table
ActionWrite

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More things you can do with Perfex CRM and Lark

Discover other triggers and actions you can use with Perfex CRM and Lark

New Contract
Triggers when a new contract created.
Trigger
Polling
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
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
- Phonenumber
- Company
- 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
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  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
- ID
  Required
Action
Search
- Channel ID
  Required
Trigger
Instant
Try It
- App token (Found in Base URL)
  Required
- Table ID
  Required
Action
Write
- Select Folder
  Required
- Doc Name
  Required
Action
Write
- Folder Name
  Required
- Folder Token
  Required
Action
Write
- Chat ID
  Required
- User ID
  Required
Action
Write
- Receiver ID
  Required
- Content
  Required
Action
Write
- Channel ID
  Required
- Content
  Required
Action
Write
- Calendar ID
  Required
- Event ID
  Required
- Updated Summary
- Updated Description
- Updated Start Time
- Updated End Time
- Updated Timezon
Action
Write
- Key Word
  Required
Action
Search
- Calendar ID
  Required
- Key Word
  Required
Action
Search
- Channel Name
  Required
Action
Search
- Key Word
  Required
Action
Search
- GUID
  Required
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
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
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client 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
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- 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
- Channel ID
  Required
Trigger
Instant
Try It
- App Token (Found in Base URL)
  Required
- Table ID
  Required
- Record ID
  Required
Action
Write
- Parent Folder Token
  Required
- New Folder Name
  Required
Action
Write
- Summary
  Required
- Description
  Required
- Due (Unix Time in millisecond)
  Required
- Assignee
  Required
Action
Write
- Calendar ID
  Required
- Event Summary
  Required
- Description
  Required
- Start Time
  Required
- End Time
  Required
- Time Zone
Action
Write
- Receiver ID
  Required
- Message Content
  Required
Action
Write
- Channel ID
  Required
- Message Content
  Required
Action
Write
- GUID
  Required
- Summary
  Required
- Description
  Required
- Due
  Required
Action
Write
- Key Word
  Required
Action
Search
- Key Word
  Required
Action
Search
- Key Word
  Required
Action
Search
- Is Completed
Action
Search
- Email or Username
Action
Search

About Lark

Lark is the next-generation collaboration suite that enables teams to do their best work together. It integrates messaging, video conferencing, schedule management, collaborative documents, email and a variety of workplace applications into a single, mobile-first platform.

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Related categories

Productivity

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

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Related categories

CRM (Customer Relationship Management)

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