Connect Apify and Perfex CRM to Build Intelligent Automations

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Apify

When this happens...

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Perfex CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Finished Actor Run

Finished Actor Run

Triggers whenever a selected actor is run and finished.

Finished Task Run

Finished Task Run

Triggers whenever a selected task is run and finished.

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

Do thisActions

Action is the task that follows automatically within your Apify integrations.

Run Task

Run Task

Run a selected actor task.

Set Key-Value Store Record

Set Key-Value Store Record

Creates a new or updates an existing record in a key-value store.

Run Actor

Run Actor

Runs a selected actor.

Find Last Actor Run

Find Last Actor Run

Finds the most recent actor run with a specific status.

Search Dataset By ID

Search Dataset By ID

Find a dataset in Apify by searching with its ID.

Create Lead

Create Lead

Creates a new lead

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Frequently Asked Questions

How do I start an integration between Apify and Perfex CRM?

To start, connect both your Apify and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Apify triggers actions in Perfex CRM (or vice versa).

Can we customize how data from Apify is recorded in Perfex CRM?

Absolutely. You can customize how Apify 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.

How often does the data sync between Apify and Perfex CRM?

The data sync between Apify and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Apify to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Apify and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between Apify 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.

Apify

About Apify

Apify is a powerful, scalable platform designed to automate web scraping, data extraction, and web automation tasks effortlessly. Whether you need to collect data from websites, automate repetitive browser actions, or build complex workflows, Apify provides a robust, developer-friendly environment to make it happen—without sacrificing flexibility or control.

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Perfex CRM

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.

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