Lark + Perfex CRM

Create new Lark tasks for every new task in Perfex CRM

Manage your tasks seamlessly with this workflow. When a new task is created in Perfex CRM, it simultaneously establishes a new task within the Lark app. This automation aids in task management, ensuring nothing falls through the cracks while saving precious time and effort in transferring information manually. Enhance your productivity and stay on top of your assignments with this seamless transition from Perfex CRM to Lark.

When this happens...
New Task
Triggers when a new task is created.
TriggerPolling
automatically do this!
Create New Lark Task
Crreates a new task in Lark
ActionWrite

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Supported triggers and actions

New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
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 IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- 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

- SourceRequired
- StatusRequired
- NameRequired
- 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
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search
- Channel IDRequired
Trigger
Instant
Try It
- App token (Found in Base URL)Required
- Table IDRequired
Action
Write
- Select FolderRequired
- Doc NameRequired
Action
Write
- Folder NameRequired
- Folder TokenRequired
Action
Write
- Chat IDRequired
- User IDRequired
Action
Write
- Receiver IDRequired
- ContentRequired
Action
Write
- Channel IDRequired
- ContentRequired
Action
Write
- Calendar IDRequired
- Event IDRequired
- Updated Summary
- Updated Description
- Updated Start Time
- Updated End Time
- Updated Timezon
Action
Write
- Key WordRequired
Action
Search
- Calendar IDRequired
- Key WordRequired
Action
Search
- Channel NameRequired
Action
Search
- Key WordRequired
Action
Search
- GUIDRequired
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 IdRequired
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- 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
- IDRequired
- companyRequired
- 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 IDRequired
Trigger
Instant
Try It
- App Token (Found in Base URL)Required
- Table IDRequired
- Record IDRequired
Action
Write
- Parent Folder TokenRequired
- New Folder NameRequired
Action
Write
- SummaryRequired
- DescriptionRequired
- Due (Unix Time in millisecond)Required
- AssigneeRequired
Action
Write
- Calendar IDRequired
- Event SummaryRequired
- DescriptionRequired
- Start TimeRequired
- End TimeRequired
- Time Zone
Action
Write
- Receiver IDRequired
- Message ContentRequired
Action
Write
- Channel IDRequired
- Message ContentRequired
Action
Write
- GUIDRequired
- SummaryRequired
- DescriptionRequired
- DueRequired
Action
Write
- Key WordRequired
Action
Search
- Key WordRequired
Action
Search
- Key WordRequired
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.

Related categories

Productivity

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new Lark records from new Perfex CRM invoices

Related Zap Templates

Create new Lark records from new Perfex CRM invoices

Lark + Perfex CRM

Create new Lark tasks for every new task in Perfex CRM

New Contract

New Estimate

New Lead

New Project

New Task

Create Timesheet

Create Customer

Create Lead

Create Proposal

Create Ticket

Find Customer

Receive Message in Lark Group Chat

Create New Base Table Record

Create New Lark Document

Create Lark Sheet

Invite User to Lark Group Chat

Send Direct Message (As Bot)

Send Message to Lark Group Chat (As Bot)

Update Lark Calendar Event

Search Lark Base

Search Lark Calendar Event

Search Group Chat in Lark

Search Lark Slides

Search Task by GUID

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Create Invoice

Create Project

Create Task

Create Estimate

Find or Create Customer

New User Added to a Group Chat

Update Base Table Record

Create New Lark Folder

Create New Lark Task

Create New Lark Calendar Event

Send Direct Message (As User)

Send Message to Lark Group Chat (As User)

Update Existing Lark Task

Search Lark Docs

Search Lark File

Search Lark Sheets

Search Lark Task by Complete Status

Search Users in Lark

About Lark

Related categories

About Perfex CRM

Related categories

Related Zap Templates

Related Zap Templates