Lark + Perfex CRM

Lark + Perfex CRM integrations

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 TaskTriggers when a new task is created.
TriggerPolling
automatically do this!
Create New Lark TaskCrreates a new task in Lark
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
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 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)

Related Zap Templates

Create new Lark records from new Perfex CRM invoices

Related Zap Templates

Create new Lark records from new Perfex CRM invoices