Connect Frill and Perfex CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Created
Runs when New Idea Created
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 Frill integrations.
Create Idea
Create a new idea on Frill, assign an author, add categories, and optionally mark it as a bug.
Update Idea
Updates an existing idea in Frill with new title, description, category, status, and display options.
Find Idea
Finds an idea by its ID or slug.
Add Follower
Creates a new follower in Frill, for example an author or a user.
List All Ideas
Fetches all ideas from your Frill account and returns them in a single list.
List Followers
Lists all followers in your Frill account.
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Frequently Asked Questions
To start, connect both your Frill and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Frill 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 Frill 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 Frill 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 Frill
Frill lets you collect customer feedback, communicate a public roadmap and announce new features.
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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