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Perfex CRM
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Perfex CRM
1. Choose trigger event
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2. Choose action
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1. Select the event
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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 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.

  • Perfex CRM triggers, actions, and search
    New Contract

    Triggers when a new contract created.

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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.

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.
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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.
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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.
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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.
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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.
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Make work flow with AI

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

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About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
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About WHMCS
WHMCS is a complete client management package, supporting billing & support solutions for any online business.
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