Connect Bannerbear and Perfex CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Image
Triggers when a new image is generated.
New Template
Triggers when new template is created.
Update Template
Triggers when an existing template is updated.
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 Bannerbear integrations.
Create Image
Ganerate a new image
Join PDF Files
Join multiple PDF files into single PDF
Get an Image
Get a specific image by UID, or list all images if no UID is provided.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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Frequently Asked Questions
To start, connect both your Bannerbear and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bannerbear triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Bannerbear 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 Bannerbear 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 Bannerbear 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 Bannerbear
Bannerbear helps you auto-generate social media visuals, e-commerce banners, dynamic email images, and more
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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