Connect Everhour and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Everhour
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 Everhour and Perfex CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
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 Everhour integrations.
Create Task
Creates a new task in Everhour.
Create Project
Creates a new project.
Add Time
Adds your time to a task.
Create Section
Сreates section (column) in a project.
Start Timer
Starts a new timer for a task.
Stop Timer
Stops the current timer.
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Frequently Asked Questions
To start, connect both your Everhour and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Everhour triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Everhour 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 Everhour 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 Everhour 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 Everhour
Everhour is a time tracking and project management tool designed to help teams and businesses efficiently manage their time and resources. It integrates seamlessly with popular project management platforms, allowing users to track time, set budgets, and generate insightful reports to optimize productivity and project outcomes.
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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