Connect Canny and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
New Comment Added
New Vote
Post Status Changed
Tag Added to Post
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 Canny and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Runs when a new post is created in Canny.
New Comment Added
Runs when a new comment is added to a specific post.
New Vote
Runs when a new vote is created
Post Status Changed
Runs when a post's status changes.
Tag Added to Post
Runs when a tag is added to a post.
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your Canny integrations.
Create Comment
Creates a new comment on a post, optionally as a reply or with images.
Create a Post
Creates a new post
Change Post Status
Changes the status of a Canny post.
Create Or Update User
Creates a new user or updates an existing user and returns the user's ID.
Find Post
Finds an existing post
List All Boards
Returns a list of all boards associated with your company, in no particular order.
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Frequently Asked Questions
To start, connect both your Canny and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Canny triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Canny 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 Canny 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 Canny 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 Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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.
Learn More
