Connect ikas and Perfex CRM to Build Intelligent Automations
Ready to use ikas and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when new order is created.
New Product
Trigger's when new product is created.
New Customer
Trigger's when new customer is created.
Order Updated
Triggered when an existing order is updated in Ikas; provides the updated order details.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your ikas integrations.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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Frequently Asked Questions
To start, connect both your ikas and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how ikas 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 ikas 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 ikas 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 ikas
Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.
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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