Connect Perfex CRM to Split CSV and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Perfex CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Perfex CRM, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Split CSV

An action is what takes place after the automation is triggered. For example, with Split CSV, the action could be "Split File."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Perfex CRM to Split CSV

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Triggers and actions are the main components of every automated workflow.

Connect Perfex CRM and Split CSV 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.

An illustration representing how to automate lead management with Zapier.

Connect Perfex CRM and Split CSV 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.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Task
Triggers when there's a new task.
Trigger
Instant
Try It
Create Customer
Create a Customer
Action
Write
Create Lead
Creates new Lead
Action
Write

Create Task
Create a new task
Action
Write
- Source File
  Required
- Split Method
  Required
- Column
- File Size
- Total Number of Files
- Lines Per File
- Records Per File
- Number of Header Rows
  Required
- Skip Initial Rows
- Record Separator
- Duplicate Row Handling
- Per File Notifications
- Notification URL
Action
Write

New Invoice
Triggers when a new invoice in created.
Trigger
Instant
Try It
New Project
Triggers when there's a new project.
Trigger
Instant
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write
Split Completed
Triggers when the output of a split is ready to be downloaded.
Trigger
Instant
Try It

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Split CSV

Split CSV is the easiest way to split a CSV file: split a large file into multiple files by file size, number of files, number of lines per file, or number of records per file. You can also remove columns, eliminate duplicates and more!

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Related categories

Productivity

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