Connect Goaffpro and Perfex CRM to Build Intelligent Automations

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Goaffpro

When this happens...

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Perfex CRM

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Ready to use Goaffpro and Perfex CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Affiliate Created

Affiliate Created

Retrieve affiliates created within the specified recent time window (newest first). Supports pagination to fetch additional results.

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

Do thisActions

Action is the task that follows automatically within your Goaffpro integrations.

Update Affiliate

Update Affiliate

Update an affiliate's account details — e.g., name, email, password, status, contact info, and commission settings.

Create an affiliate

Create an affiliate

Add a new affiliate with profile, contact, and commission details

Create Reward

Create Reward

Creates a reward for an affiliate, specifying amount, type and status

Delete Affiliate

Delete Affiliate

Remove an affiliate identified by their email from the GoAffpro program and return deletion confirmation.

Delete Reward

Delete Reward

Permanently remove a reward from your GoAffpro account using its reward ID.

Create Lead

Create Lead

Creates a new lead

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Frequently Asked Questions

How do I start an integration between Goaffpro and Perfex CRM?

To start, connect both your Goaffpro and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Goaffpro triggers actions in Perfex CRM (or vice versa).

Can we customize how data from Goaffpro is recorded in Perfex CRM?

Absolutely. You can customize how Goaffpro 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.

How often does the data sync between Goaffpro and Perfex CRM?

The data sync between Goaffpro and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Goaffpro to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Goaffpro and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between Goaffpro 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.

Goaffpro

About Goaffpro

GoAffpro is a comprehensive affiliate marketing platform that empowers businesses to create and manage their own affiliate programs. It offers tools for tracking, reporting, and optimizing affiliate performance, making it easier for businesses to expand their reach and increase sales through affiliate partnerships.

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Perfex CRM

About 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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