Connect Perfex CRM and Qoyod to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

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.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contract" from Perfex CRM.

Add your action

An action happens after the trigger—such as "Create Bill" in Qoyod.

You’re connected!

Zapier seamlessly connects Perfex CRM and Qoyod, automating your workflow.

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 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
New Bill
Triggers when a bill is created
Trigger
Polling
Try It
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 Product
New Product is created
Trigger
Polling
Try It
New Purchase Order
Triggers when a new Purchase Order is created
Trigger
Polling
Try It
New Receipt
Triggers when a receipt is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due date
  Required
- Customer id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- description
- Due on
- Status
- Private
  Required
- User
Action
Write
- Reference
  Required
- Amount
  Required
- Date
  Required
- Contact ID
- Kind
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- 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
Action
Write
- Product ID
- Product SKU
Action
Search
- Name
  Required
- 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
Action
Search or write
- Name
  Required
- 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
Action
Search or write

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
New Credit Note
Triggered when a new credit note is created
Trigger
Polling
Try It
New Debit Note
Trigger when a new debit note is created
Trigger
Polling
Try It
New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
Try It
New Quotation
Triggers when a new quotation is created
Trigger
Polling
Try It
New Stock Change
Lists all recently changed products
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- 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
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Payment Method
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
  Required
- Date
  Required
- debit
  Required
- credit
  Required
- Comment
- Account id
  Required
Action
Write
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- 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?
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- Description
- Due on
- Status
  Required
- Private
  Required
- Priority
- User
- Project
Action
Write
- Customer Name
- Phone Number
- email
Action
Search
- Name
  Required
- Phone Number
- Email
Action
Search
- Product ID
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- 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?
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Perfex CRM to Qoyod integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Qoyod

Qoyod is an accounting tool focused on supporting small and medium size businesses

HelpHelp