Connect 7todos and Perfex CRM
Integrate 7todos with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular 7todos + Perfex CRM flows
Start from a real workflow other teams are already running.
Create Task in 7todos when New Contract in Perfexcrm
Use this flowCreate Task in 7todos when New Customer in Perfexcrm
Use this flowCreate Task in 7todos when New Lead in Perfexcrm
Use this flowCreate Task in 7todos when New Project in Perfexcrm
Use this flowCreate Task in 7todos when New Task in Perfexcrm
Use this flowCreate Task in 7todos when New Ticket in Perfexcrm
Use this flowCreate Task in 7todos when New Proposal in Perfexcrm
Use this flowCreate Task in 7todos when New Estimate in Perfexcrm
Use this flowCreate Task in 7todos when New Invoice in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between 7todos and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your 7todos integrations.
Create Task
Create a new task in 7todos.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating 7todos and Perfex CRM free
No credit card required. Set up your first workflow in minutes.
About 7todos
7todos is a productivity tool designed to help individuals and teams manage tasks efficiently. It offers a streamlined interface for organizing daily activities and tracking progress.
Learn more
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 7todos and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between 7todos and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where 7todos triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in 7todos. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between 7todos and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 7todos and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
