Connect Bland.ai and Perfex CRM
Integrate Bland.ai with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when Web Agent Created in Bland-ai
Create Prompt in Bland-ai when New Contract in Perfexcrm
Create Pathway in Bland-ai when New Contract in Perfexcrm
Get All Pathways Information in Bland-ai when New Contract in Perfexcrm
Get Single Pathway Information in Bland-ai when New Contract in Perfexcrm
Popular Bland.ai + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Bland.ai
When this happens...
Web Agent Created
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when Web Agent Created in Bland-ai
Use this flowCreate Prompt in Bland-ai when New Contract in Perfexcrm
Use this flowCreate Pathway in Bland-ai when New Contract in Perfexcrm
Use this flowGet All Pathways Information in Bland-ai when New Contract in Perfexcrm
Use this flowGet Single Pathway Information in Bland-ai when New Contract in Perfexcrm
Use this flowUpdate Pathway in Bland-ai when New Contract in Perfexcrm
Use this flowDelete Pathway in Bland-ai when New Contract in Perfexcrm
Use this flowSend Call using Pathways via Bland Pathways when New Contract in Perfexcrm
Use this flowSend Call With Task in Bland-ai when New Contract in Perfexcrm
Use this flowSend Call in Bland-ai when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Bland.ai and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Web Agent Created
Get web agent created within schedule time
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
Do thisActions
Action is the task that follows automatically within your Bland.ai integrations.
Create Prompt
Create and store a prompt for future use.
Create Pathway
Create a new conversational pathway.
Get All Pathways Information
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Get Single Pathway Information
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update Pathway
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete Pathway
Delete your conversational pathway.
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.
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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.
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About Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
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 Bland.ai 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 Bland.ai 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 Bland.ai triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Bland.ai. 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 Bland.ai and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bland.ai 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.
