Connect Authress and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
New Application
New Tenants
New Connections
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 Authress and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
New Tenants
Trigger when a new tenants created.
New Connections
Trigger when a new connection is created.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Authress integrations.
Create Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
Create Application
Specify application details for a new application that you own.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your Authress and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Authress 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 Authress 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 Authress 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 Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
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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