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How Zapier works
Zapier makes it easy to integrate Perfex CRM with WHMCS - no code necessary. See how you can get setup in minutes.
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 Client" in WHMCS.
You’re connected!
Zapier seamlessly connects Perfex CRM and WHMCS, 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.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling - Contact IdRequired
Try ItTriggerPolling
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Connect Perfex CRM and WHMCS 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.
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Frequently Asked Questions about Perfex CRM + WHMCS integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Perfex CRM and WHMCS
How can I set up the integration between Perfex CRM and WHMCS?
The integration requires access to both Perfex CRM and WHMCS. You need to create a workflow by setting triggers in either Perfex CRM or WHMCS. These triggers will initiate specific actions in the other platform, such as updating records or sending notifications.
What triggers are available for Perfex CRM when integrating with WHMCS?
When integrating with WHMCS, you can use triggers like 'New Client Added', 'Invoice Sent', or 'Project Created' in Perfex CRM to initiate actions such as client creation, invoice update, or task assignment in WHMCS.
Can I automate client information updates from WHMCS to Perfex CRM?
Yes, by setting up the appropriate triggers in WHMCS such as 'Client Updated' or 'Service Activated', you can automate updates to client information in Perfex CRM so that both platforms stay synchronized.
What actions can be performed in WHMCS when a trigger is fired from Perfex CRM?
Once a trigger is fired from Perfex CRM, actions like creating a new client, updating an invoice status, or even starting a new ticket can be automated within your WHMCS system.
How do I ensure data consistency between Perfex CRM and WHMCS?
To maintain data consistency, utilize triggers and actions such as 'Update Client Information' in both systems. This ensures that changes made in one platform automatically reflect on the other through synchronized workflows.
Is it possible to track invoices across both systems?
Yes, when an invoice is generated or updated in one system using appropriate triggers such as 'New Invoice' or 'Invoice Updated', the same can be mirrored onto the other system through automated workflows.
Can I manage project tasks using this integration?
You indeed can manage project tasks. For instance, when a new project is created in Perfex CRM with corresponding tasks using a trigger like 'Project Created', those details can be automatically populated into Calendar events or task lists within WHMCS.
