Perfex CRM + WhatsApp Notifications

Send WhatsApp Notifications messages for new Perfex CRM invoices

With this streamlined workflow, you can stay updated on your Perfex CRM's business operations without checking the platform continuously. As soon as a new invoice is generated, a message detailing its specifics will instantly pop up on your WhatsApp Notifications. This ensures effective communication and seamless management of your finances, eliminating the need to repeatedly cross-check your CRM.

With this streamlined workflow, you can stay updated on your Perfex CRM's business operations without checking the platform continuously. As soon as a new invoice is generated, a message detailing its specifics will instantly pop up on your WhatsApp Notifications. This ensures effective communication and seamless management of your finances, eliminating the need to repeatedly cross-check your CRM.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    WhatsApp NotificationsWhatsApp Notifications
    Send Message

    Sends a message to a WhatsApp user.

    ActionWrite
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Supported triggers and actions

perfex-crm logo
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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship Management)
whatsapp-notifications logo
whatsapp-notifications logo

About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

  • Communication
  • Notifications
  • Phone & SMS