Loading

Perfex CRM + Workiz Integrations

How to connect Perfex CRM + Workiz

Zapier lets you send info between Perfex CRM and Workiz automatically—no code required.

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
WorkizWorkiz
Create Job

Schedules a new job in your Workiz account.

Supported triggers and actions

What does this mean?

How Perfex CRM + Workiz Integrations Work

  1. Step 1: Authenticate Perfex CRM + Workiz.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Perfex CRM

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

Related categories

  • CRM (Customer Relationship Management)
workiz logo
workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service