Connect Perfex CRM to Qoyod and automate any workflow
![Perfex CRM](https://zapier-images.imgix.net/storage/developer_cli/e3994cc09b469d16423da97f56bd14cb_4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Perfex CRM](https://zapier-images.imgix.net/storage/developer_cli/e3994cc09b469d16423da97f56bd14cb_4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Qoyod](https://zapier-images.imgix.net/storage/developer_cli/23c04fee217a1cd74fa9d466a933ea75.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Qoyod](https://zapier-images.imgix.net/storage/developer_cli/23c04fee217a1cd74fa9d466a933ea75.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Perfex CRM with Qoyod - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Qoyod
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Perfex CRM to Qoyod
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Perfex CRM and Qoyod to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Perfex CRM and Qoyod to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when there's a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Customer
Create a Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead
Creates new Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Task
Create a new task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - New Credit Note
Triggered when a new credit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Debit Note
Trigger when a new debit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Quotation
Triggers when a new quotation is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Stock Change
Lists all recently changed products
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
- Receipt ReferenceRequired
- Receipt AmountRequired
- Receipt DateRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Receipt DateRequired
- debitRequired
- creditRequired
- Comment
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- NameRequired
- Description
- Due on
- Status
- PrivateRequired
- Priority
- User
- Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Phone Number
- Primary Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Phone Number
- Primary Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product ID
- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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- NameRequired
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing 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
- New Invoice
Triggers when a new invoice in created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when there's a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when a new support ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Invoice
Creates a new invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Creates a new project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - New Bill
Triggers when a bill is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
New Product is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Purchase Order
Triggers when a new Purchase Order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Receipt
Triggers when a receipt is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?Required
- Receipt ReferenceRequired
- Receipt AmountRequired
- Receipt DateRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Issue dateRequired
- Due DateRequired
- Vendor IDRequired
- ReferenceRequired
- Product id
- Product SKU
- Unit PriceRequired
- QuantityRequired
- Location IDRequired
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- NameRequired
- Description
- Due on
- Status
- PrivateRequired
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Receipt AmountRequired
- Receipt DateRequired
- Vendor IDRequired
- KindRequired
- Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product ID
- SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing 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- SKURequired
- Arabic NameRequired
- English NameRequired
- TaxRequired
- Category
- Unit
- Description
- Barcode
- Tracked Product?Required
- Purchasable?Required
- Purchase Price
- Purchase Account ID
- Sellable?Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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