Connect EasyPost and Perfex CRM to Build Intelligent Automations
Ready to use EasyPost and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Shipment Created
Triggers when a new shipment is created.
Batch Created
Triggers when batch will create
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
Do thisActions
Action is the task that follows automatically within your EasyPost integrations.
Create a parcel
Create a parcel weight, length, width, and height if applicable.
Create a Shipment
Create your shipment
Create and verify Address
Create an address and verify whether it is a valid address.
Create a Batch
Create a batch of shipments. A batch can be created with or without Shipment.
Create a Customs Info
Create a CustomsInfo object contains all administrative information for processing customs.
Create a Customs Item
Create a Customs Item contains information relating to each product within the package.
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Frequently Asked Questions
To start, connect both your EasyPost and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPost triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how EasyPost 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 EasyPost 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 EasyPost 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 EasyPost
EasyPost is a flexible, modern API that enables developers to add shipping and logistics functionalities to their applications. It supports a wide range of carriers and offers features like address verification, tracking, and insurance.
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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