Connect keygen and Perfex CRM to Build Intelligent Automations
Ready to use keygen and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created HOLD
Triggers when a new user is 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 keygen integrations.
Create User
Craetes a user
Find Licence
Finds an existing license by its license key.
Update Machine
Updates a machine.
Update User
updates a user.
Create Token
Create a new API token for a license
Update Licence
Update a Licence
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Frequently Asked Questions
To start, connect both your keygen and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in keygen triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how keygen 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 keygen 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 keygen 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 keygen
Keygen is a key generation service that makes it easy for businesses to license and distribute their software.
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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