Connect Beamer and Perfex CRM
Integrate Beamer with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Beamer + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Beamer
When this happens...
- Request a new Trigger for Beamer
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 Post in Beamer when New Contract in Perfexcrm
Use this flowCreate Comment on Post on a Beamer post when New Contract in Perfexcrm
Use this flowReact to Post on Beamer when New Contract in Perfexcrm
Use this flowCreate Post in Beamer when New Customer in Perfexcrm
Use this flowCreate Comment on Post on a Beamer post when New Customer in Perfexcrm
Use this flowReact to Post on Beamer when New Customer in Perfexcrm
Use this flowCreate Post in Beamer when New Project in Perfexcrm
Use this flowCreate Comment on Post on a Beamer post when New Project in Perfexcrm
Use this flowReact to Post on Beamer when New Project in Perfexcrm
Use this flowCreate Post in Beamer when New Task in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Beamer and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Beamer integrations.
Create Post
Create a new Post
Create Comment on Post
This action creates a new comment on a post.
React to Post
This action creates a new reaction on a post.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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 Beamer
Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Beamer 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 Beamer 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 Beamer triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Beamer. 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 Beamer and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Beamer 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.
