Connect Floworg AI and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Floworg AI
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 Floworg AI and Perfex CRM automations
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 Floworg AI integrations.
Add Tag By Name To User
Add tag by name to specific user
Add Tag To User
Add a tag to a specific user
Broadcast Sub flow To User
Broadcast sub flow by user ns list
Clear User Field
Clears the user variable field value
Clear User Field by Name
Clears the user variable field value by name
Create Custom Field
Create a bot field or user field
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Frequently Asked Questions
To start, connect both your Floworg AI and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Floworg AI triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Floworg AI 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 Floworg AI 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 Floworg AI 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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
