Connect Botse and Perfex CRM
Integrate Botse with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Message Arrives in Botse
Create Contract in Perfexcrm when New Message Arrives in Botse
Create Customer in Perfexcrm when New Message Arrives in Botse
Create Estimate in Perfex CRM when New Message Arrives in Botse
Create Project in Perfexcrm when New Message Arrives in Botse
Popular Botse + Perfex CRM flows
Start from a real workflow other teams are already running.
Create Lead in Perfexcrm when New Message Arrives in Botse
Use this flowCreate Contract in Perfexcrm when New Message Arrives in Botse
Use this flowCreate Customer in Perfexcrm when New Message Arrives in Botse
Use this flowCreate Estimate in Perfex CRM when New Message Arrives in Botse
Use this flowCreate Project in Perfexcrm when New Message Arrives in Botse
Use this flowCreate Proposal in Perfex CRM when New Message Arrives in Botse
Use this flowCreate Task in Perfexcrm when New Message Arrives in Botse
Use this flowCreate Ticket in Perfex CRM when New Message Arrives in Botse
Use this flowCreate Timesheet in Perfexcrm when New Message Arrives in Botse
Use this flowSend WhatsApp Template Message via Botse when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Botse and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives
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
Do thisActions
Action is the task that follows automatically within your Botse integrations.
Send WhatsApp Template Message
Sends a WhatsApp template message with dynamic fields and optional media to an individual or group.
Create Contact
Create new contact with custom fields
Delete Contact
Delete a contact from your contacts list.
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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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 Botse
Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.
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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 Botse 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 Botse 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 Botse triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Botse. 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 Botse and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Botse 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.
