Perfex CRM
Create new tasks in Perfex CRM when new tasks are added
Streamline your task management with this workflow. When a new task is created in Perfex CRM, this automation immediately sets up a corresponding task within the same system. By eliminating manual data entry, it ensures consistency across your projects, saving you time and helping to maintain organization in your task management process. Improve your efficiency and stay on top of all tasks with this seamless process.
Streamline your task management with this workflow. When a new task is created in Perfex CRM, this automation immediately sets up a corresponding task within the same system. By eliminating manual data entry, it ensures consistency across your projects, saving you time and helping to maintain organization in your task management process. Improve your efficiency and stay on top of all tasks with this seamless process.
- When this happens...
New TaskTriggers when a new task is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
Creates a Task in system.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IdRequired
Start TimeRequired
End Time
Staff Id
Hourly Rate
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
DepartmentRequired
Contact IdRequired
User IdRequired
Project Id
Ticket Message
service
Assigned
CC
Priority
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubjectRequired
Date StartRequired
Client IdRequired
Date End
Contract Type
Contract Value
Description
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Start DateRequired
Is Public?
Billable?
Hourly Rate
Milestone
DueDate
Priority
Repeat Every
Cycles
Related TypeRequired
Related ID
Tags
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related Zap Templates
- Send WhatsApp Notifications messages when new leads are added in Perfex CRM
- Add new leads in TikTok Lead Generation to Perfex CRM
- Create new Perfex CRM leads from new Facebook Lead Ads leads
- Send Slack channel messages for new tasks in Perfex CRM
- Create leads in Perfex CRM from new or updated rows in Google Sheets
- Create new Perfex CRM leads from new Google Ads lead form entries
- Add new Perfex CRM payments to Google Sheets rows
- Create new Google Sheets rows for new Perfex CRM projects
- Create cards in Trello for new leads in Perfex CRM
- Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo
- Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
- Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
- Create new leads in Perfex CRM for every new entry in Typeform
- Create new Lark records from new Perfex CRM invoices
- "send channel messages in Slack for new tickets in Perfex CRM"
- Create new Perfex CRM leads from new purchased Barks in Bark
- Create new leads in Perfex CRM from new form entries in WPForms
- Generate sales invoices in Xero for new invoices in Perfex CRM
- Create new folders in Box for each new project in Perfex CRM
- Create new leads in Perfex CRM from new lead conversions in RD Station
- Create new Lark tasks for every new task in Perfex CRM
- Send Slack direct messages for new Perfex CRM tickets
- Update and create leads in Perfex CRM for newly created or updated contacts in HubSpot
- Create new Perfex CRM leads from abandoned Hotmart carts
- Send outbound emails via Email by Zapier for new projects in Perfex CRM
- Create new leads in Perfex CRM for each new invitee in Calendly
- Create new leads in Perfex CRM when new accounts are created in Passion.io
- Create new tasks in TickTick whenever new tasks are added in Perfex CRM
- Create new Perfex CRM leads from new Gravity Forms submissions
- Update leads in Perfex CRM when calls get updated in JustCall
- Create new Perfex CRM leads for failed Razorpay payments
- Send messages in Telegram for new leads in Perfex CRM
- Create new Perfex CRM leads from new Facebook Messenger messages sent to page
- Create new leads in Perfex CRM for every new entry in Cognito Forms
- Plant trees in Ecologi for every new payment in Perfex CRM
- Update Google Sheets rows with new customers from Perfex CRM
- Create new Acelle Mail subscribers from new leads in Perfex CRM
- Create new Perfex CRM leads from new Gmail emails
- Create new leads in Perfex CRM from new contacts in RocketReach
- Create new QuickFile clients for every new customer in Perfex CRM
- Create new leads in Perfex CRM for every new lead in Facebook Lead Ads (for Business admins)
- Create new Perfex CRM customers from new or updated rows in Google Sheets
- Create new leads in Perfex CRM for every new tagged user in Manychat
- Send messages via WhatsApp Notifications for new tasks in Perfex CRM
- Create new Perfex CRM customers from updated enriched events in Fatture in Cloud
- Create new Perfex CRM leads from new Google Sheets rows
- Create new Google Tasks for every new task in Perfex CRM
- Create invoices in Perfex CRM for new ecommerce transactions in Wix
- Create new Perfex CRM customers from new Cognito Forms entries
- Create new Perfex CRM timesheets from new WordPress comments
- Export new contacts from smartercontact and create leads in Perfex CRM
- Create new Discord forum posts from new leads in Perfex CRM
- Create new leads in Perfex CRM when new enrollments occur in LearnDash courses
- Create new tasks in Perfex CRM for every new card in Trello
- Create Trello cards for new tasks in Perfex CRM
- Send emails in Gmail for new tasks in Perfex CRM
- Create records in Zapier Tables for new customers in Perfex CRM
- Create leads in Perfex CRM for every new subscriber in BotConversa
- Send channel messages in Discord for new tasks in Perfex CRM
- Create new tasks in Zoho Mail when new projects are added in Perfex CRM
- Send messages in WhatsApp Notifications for new customers in Perfex CRM
- Create new Perfex CRM customers from new Google Contacts effortlessly
- Generate new Perfex CRM leads from new M1 calls
- Create new Perfex CRM customers from new forms.app form submissions
- Create new Perfex CRM timesheets from new Toggl Track time entries
- Create new leads in Perfex CRM for every new lead in LearnWorlds
- Create events in Google Calendar from new tasks in Perfex CRM
- Create new Perfex CRM customers from new or updated rows in Google Sheets team drive
- Create spreadsheet rows in Google Sheets for new leads in Perfex CRM
- Create new Perfex CRM customers from new paid Skool members
- Send WhatsApp Notifications messages for new Perfex CRM invoices
- Generate new leads in Perfex CRM for every new inbound message in Superchat
- Create tasks in Perfex CRM for every new email in Gmail
- Send a channel message in Slack for every new project in Perfex CRM
- Create new Perfex CRM leads from new Facebook Lead Ads leads
- Create new Perfex CRM leads from new Appointy customers
Related Zap Templates
- Send WhatsApp Notifications messages when new leads are added in Perfex CRM
- Send Slack channel messages for new tasks in Perfex CRM
- Add new Perfex CRM payments to Google Sheets rows
- Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo
- Create new leads in Perfex CRM for every new entry in Typeform
- Create new Perfex CRM leads from new purchased Barks in Bark
- Create new folders in Box for each new project in Perfex CRM
- Send Slack direct messages for new Perfex CRM tickets
- Send outbound emails via Email by Zapier for new projects in Perfex CRM
- Create new tasks in TickTick whenever new tasks are added in Perfex CRM
- Create new Perfex CRM leads for failed Razorpay payments
- Create new leads in Perfex CRM for every new entry in Cognito Forms
- Create new Acelle Mail subscribers from new leads in Perfex CRM
- Create new QuickFile clients for every new customer in Perfex CRM
- Create new leads in Perfex CRM for every new tagged user in Manychat
- Create new Perfex CRM leads from new Google Sheets rows
- Create new Perfex CRM customers from new Cognito Forms entries
- Create new Discord forum posts from new leads in Perfex CRM
- Create Trello cards for new tasks in Perfex CRM
- Create leads in Perfex CRM for every new subscriber in BotConversa
- Send messages in WhatsApp Notifications for new customers in Perfex CRM
- Create new Perfex CRM customers from new forms.app form submissions
- Create events in Google Calendar from new tasks in Perfex CRM
- Create new Perfex CRM customers from new paid Skool members
- Create tasks in Perfex CRM for every new email in Gmail
- Create new Perfex CRM leads from new Appointy customers
Â
- Add new leads in TikTok Lead Generation to Perfex CRM
- Create leads in Perfex CRM from new or updated rows in Google Sheets
- Create new Google Sheets rows for new Perfex CRM projects
- Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
- Create new Lark records from new Perfex CRM invoices
- Create new leads in Perfex CRM from new form entries in WPForms
- Create new leads in Perfex CRM from new lead conversions in RD Station
- Update and create leads in Perfex CRM for newly created or updated contacts in HubSpot
- Create new leads in Perfex CRM for each new invitee in Calendly
- Create new Perfex CRM leads from new Gravity Forms submissions
- Send messages in Telegram for new leads in Perfex CRM
- Plant trees in Ecologi for every new payment in Perfex CRM
- Create new Perfex CRM leads from new Gmail emails
- Create new leads in Perfex CRM for every new lead in Facebook Lead Ads (for Business admins)
- Send messages via WhatsApp Notifications for new tasks in Perfex CRM
- Create new Google Tasks for every new task in Perfex CRM
- Create new Perfex CRM timesheets from new WordPress comments
- Create new leads in Perfex CRM when new enrollments occur in LearnDash courses
- Send emails in Gmail for new tasks in Perfex CRM
- Send channel messages in Discord for new tasks in Perfex CRM
- Create new Perfex CRM customers from new Google Contacts effortlessly
- Create new Perfex CRM timesheets from new Toggl Track time entries
- Create new Perfex CRM customers from new or updated rows in Google Sheets team drive
- Send WhatsApp Notifications messages for new Perfex CRM invoices
- Send a channel message in Slack for every new project in Perfex CRM
Â
- Create new Perfex CRM leads from new Facebook Lead Ads leads
- Create new Perfex CRM leads from new Google Ads lead form entries
- Create cards in Trello for new leads in Perfex CRM
- Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
- "send channel messages in Slack for new tickets in Perfex CRM"
- Generate sales invoices in Xero for new invoices in Perfex CRM
- Create new Lark tasks for every new task in Perfex CRM
- Create new Perfex CRM leads from abandoned Hotmart carts
- Create new leads in Perfex CRM when new accounts are created in Passion.io
- Update leads in Perfex CRM when calls get updated in JustCall
- Create new Perfex CRM leads from new Facebook Messenger messages sent to page
- Update Google Sheets rows with new customers from Perfex CRM
- Create new leads in Perfex CRM from new contacts in RocketReach
- Create new Perfex CRM customers from new or updated rows in Google Sheets
- Create new Perfex CRM customers from updated enriched events in Fatture in Cloud
- Create invoices in Perfex CRM for new ecommerce transactions in Wix
- Export new contacts from smartercontact and create leads in Perfex CRM
- Create new tasks in Perfex CRM for every new card in Trello
- Create records in Zapier Tables for new customers in Perfex CRM
- Create new tasks in Zoho Mail when new projects are added in Perfex CRM
- Generate new Perfex CRM leads from new M1 calls
- Create new leads in Perfex CRM for every new lead in LearnWorlds
- Create spreadsheet rows in Google Sheets for new leads in Perfex CRM
- Generate new leads in Perfex CRM for every new inbound message in Superchat
- Create new Perfex CRM leads from new Facebook Lead Ads leads