Connect Manifestly Checklists and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Run
Complete Step
Step Late
Run started
Run late
Run Completed
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Manifestly Checklists and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
Run late
Triggers when the workflow is late.
Run Completed
Triggers when the workflow is completed.
Do thisActions
Action is the task that follows automatically within your Manifestly Checklists integrations.
Create Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
Add Workflow Step
Add a step to an existing workflow.
Create or Update a Workflow
Create or update a workflow. If the external_id is specified and found, the workflow is updated. Otherwise, a new workflow is created.
Update a Run
Update a Run.
List Active Workflows
List All Active Workflows
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Frequently Asked Questions
To start, connect both your Manifestly Checklists and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Manifestly Checklists triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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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