Connect Acadle and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
User Activated
User Deactivated
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Acadle and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Activated
Triggers when a new user is activated.
User Deactivated
Triggers when a new user is deactivated.
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
Do thisActions
Action is the task that follows automatically within your Acadle integrations.
Create User
Action for Creates a User /invite
Get User List
Get User List
List Groups
Get User Profile
Get User Profile
Update User Status
Activate or deactivate a user in your Acadle account by Email
Create Group
Creates a new access group in the academy with name,status, reference ID.
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Frequently Asked Questions
To start, connect both your Acadle and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Acadle triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Acadle data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Acadle and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Acadle and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Acadle
Acadle is an online learning management system (LMS) that allows organizations to create, manage, and deliver educational courses and training programs. It provides tools for course creation, user management, and progress tracking, making it ideal for businesses, educational institutions, and training providers.
Learn MoreAbout 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.
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