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Choose a Trigger

Choose an Action

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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 "Add Note" in Support Board.

You’re connected!

Zapier seamlessly connects Perfex CRM and Support Board, 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
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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
Conversation Status Updated
Triggers when the status code of a conversation changes.
Trigger
Instant
Try It
Email Sent
Triggers when a notification email is sent to a user or agent. Docs at
Trigger
Instant
Try It
Message Deleted
Triggers when a message is deleted.
Trigger
Instant
Try It
New Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Message Sent
Triggers when a new chat message is sent. It works for both users and agents.
Trigger
Instant
Try It
New Registration
Triggers when a user registers successfully from the registration form of the chat. This Webhook is sent only if the registration is successful. This Webhook is sent also if the registration is updated via the registration form of a Rich Message.
Trigger
Instant
Try It
SMS Sent
Triggers when a new text message is sent by a user or an agent.
Trigger
Instant
Try It
- Conversation ID
  Required
- User ID
  Required
- Name
  Required
- Message
  Required
Action
Write
- The action is irreversible
- Conversation ID
  Required
- Note ID
  Required
Action
Write
- The action is irreversible
- User IDs
  Required
Action
Write
- User IDs
  Required
- Message
  Required
Action
Write
- ID
- Count
- Full
- Categories
- Articles Language
Action
Write
- Pagination
- Status Code
- Routing
- Routing Unassigned
- Department
- Source
- Tag
Action
Write
- Conversation ID
  Required
- Exclude Message
- User ID
Action
Write
- Datetime
  Required
- Routing
- Routing Unassigned
Action
Write
- User ID
  Required
- Datetime
  Required
Action
Write
- Setting
  Required
Action
Write
- User ID
  Required
Action
Write
- Strings
  Required
- Language Code
  Required
Action
Write
- The action is irreversible
- Message ID
  Required
Action
Write
- Message ID
  Required
- Message
- Attachments
- Payload
Action
Write
- User ID
  Required
- Status Code
  Required
- Title
- Department
- Agent ID
- Source
- Extra
- Extra 2
- Extra 3
- Tags
Action
Write
- Title
  Required
- Message
  Required
- Interests
  Required
- Conversation ID
- Icon
Action
Write
- Search
  Required
Action
Write
- To
  Required
- Subject
  Required
- Message
  Required
- Sender Suffix
Action
Write
- Message
  Required
- To
  Required
- Template
- Conversation ID
- Attachments
Action
Write
- Conversation ID
  Required
- Agent ID
  Required
- Message
Action
Write
- Conversation ID
  Required
- Status Code
  Required
Action
Write
- To
  Required
- Message
- Attachments
- Phone ID
Action
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
Dialogflow Message
Triggers when the Dialogflow send a reply to a user message.
Trigger
Instant
Try It
New Login
Triggers when a user login successfully from the login form of the chat. This Webhook is sent only if the login is successful.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is received in the user's chat widget.
Trigger
Instant
Try It
Email Address
Triggers when a user register his email via the follow-up message or registration form.
Trigger
Instant
Try It
New Messages
Triggers when new messages are received in the chat widget or the admin area.
Trigger
Instant
Try It
Rich Message
Triggers when the user submits the values inserted in a Rich Message. All the Rich Messages that require the submitting of data fire this Webhook, some of them are the follow-up email form, the registration form, the buttons.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
- First name
- Last name
- email
- Profile image
- password
- User type
- Extra
Action
Write
- The action is irreversible
- User ID
  Required
Action
Write
- Conversation ID
- Message
- Attachments
- Language
- Event
- Parameters
- Audio
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- User ID
Action
Write
- Setting
  Required
- Default
Action
Write
- ID
  Required
- Sub ID
  Required
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Datetime
  Required
Action
Write
- Conversation ID
  Required
Action
Write
Get Settings
Returns an array with all the settings.
Action
Write
- Conversation ID
  Required
Action
Write
- Email
- Password
- User ID
- Token
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Message
- Attachments
- Conversation Status Code
- Payload
- Queue
- Recipient ID
Action
Write
- PSID
  Required
- Message
- Attachments
- Metadata
- Facebook Page ID
  Required
Action
Write
- Message
  Required
- Max Tokens
- Model
- Conversation ID
- Audio
Action
Write
- Search
  Required
- Articles Language
Action
Write
- Search
  Required
- User ID
  Required
Action
Write
- Recipient ID
  Required
- Sender ID
  Required
- Message
  Required
- Attachments
Action
Write
- Chat ID
  Required
- Message
- Attachments
- Conversation ID
Action
Write
- Conversation ID
  Required
- Department
  Required
- Message
Action
Write
- User ID
  Required
- First name
- Last name
- Email
- Profile image
- Password
- User type
- Settings extra
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Perfex CRM and Support Board 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 Support Board integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Perfex CRM

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Related categories

CRM (Customer Relationship Management)

About Support Board

Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.

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