Connect Kuration and Perfex CRM
Integrate Kuration with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when When a project is created or updated in Kuration
Create Contract in Perfexcrm when When a project is created or updated in Kuration
Create Customer in Perfexcrm when When a project is created or updated in Kuration
Create Estimate in Perfex CRM when When a project is created or updated in Kuration
Create Project in Perfexcrm when When a project is created or updated in Kuration
Popular Kuration + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Kuration
When this happens...
When a project is created or updated
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Contract in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Customer in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Estimate in Perfex CRM when When a project is created or updated in Kuration
Use this flowCreate Project in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Proposal in Perfex CRM when When a project is created or updated in Kuration
Use this flowCreate Task in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Ticket in Perfex CRM when When a project is created or updated in Kuration
Use this flowCreate Timesheet in Perfexcrm when When a project is created or updated in Kuration
Use this flowCreate Project From Builder in Kuration when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Kuration and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a project is created or updated
Runs the workflow automatically whenever any project is created or updated in the account.
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 Kuration integrations.
Create Project From Builder
Create a new project using a saved builder's configuration and optional form inputs.
List Project Builders
Retrieve project builders for viewing, filtering, or syncing to your tools.
Find Projects
Retrieve projects from your account or fetch a project's details. Supports name search, creation date filters, and record limits.
Add Company to Project
Add a company's details to a selected project.
List Project Rows
Get one or more rows from a project. Fetch a specific row or list rows with filters, sorting, pagination, and optionally flatten company fields into top-level values.
Create Lead
Creates a new lead
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kuration and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Kuration and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Kuration triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Kuration. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Kuration and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kuration and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
