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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.
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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.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- companyRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation Status Updated
Triggers when the status code of a conversation changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Email Sent
Triggers when a notification email is sent to a user or agent. Docs at
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Deleted
Triggers when a message is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation Created
Triggers when a new conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Sent
Triggers when a new chat message is sent. It works for both users and agents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SMS Sent
Triggers when a new text message is sent by a user or an agent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation IDRequired
- User IDRequired
- NameRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The action is irreversible
- Conversation IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The action is irreversible
- User IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDsRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Count
- Full
- Categories
- Articles Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Pagination
- Status Code
- Routing
- Routing Unassigned
- Department
- Source
- Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Exclude Message
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DatetimeRequired
- Routing
- Routing Unassigned
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- DatetimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SettingRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StringsRequired
- Language CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The action is irreversible
- Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message IDRequired
- Message
- Attachments
- Payload
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Status CodeRequired
- Title
- Department
- Agent ID
- Source
- Extra
- Extra 2
- Extra 3
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- MessageRequired
- InterestsRequired
- Conversation ID
- Icon
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- SubjectRequired
- MessageRequired
- Sender Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MessageRequired
- ToRequired
- Template
- Conversation ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Agent IDRequired
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Status CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- Message
- Attachments
- Phone ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- companyRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Dialogflow Message
Triggers when the Dialogflow send a reply to a user message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation
Triggers when a new conversation is received in the user's chat widget.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Email Address
Triggers when a user register his email via the follow-up message or registration form.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Messages
Triggers when new messages are received in the chat widget or the admin area.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - User Deleted
Triggers when a user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First name
- Last name
- email
- Profile image
- password
- User type
- Extra
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The action is irreversible
- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation ID
- Message
- Attachments
- Language
- Event
- Parameters
- Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SettingRequired
- Default
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Sub IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Conversation IDRequired
- DatetimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Settings
Returns an array with all the settings.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Password
- User ID
- Token
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Conversation IDRequired
- Message
- Attachments
- Conversation Status Code
- Payload
- Queue
- Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PSIDRequired
- Message
- Attachments
- Metadata
- Facebook Page IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MessageRequired
- Max Tokens
- Model
- Conversation ID
- Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- Articles Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient IDRequired
- Sender IDRequired
- MessageRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Chat IDRequired
- Message
- Attachments
- Conversation ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- DepartmentRequired
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First name
- Last name
- Email
- Profile image
- Password
- User type
- Settings extra
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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