Connect My Dukaan and Perfex CRM to Build Intelligent Automations

Choose a Trigger

My Dukaan

When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

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 My Dukaan integrations.

Get all Orders

Get all Orders

Get a list of orders.

Create Category

Create Category

Create a product category in a specified store.

Create Product

Create Product

Create's a product.

Create Discount

Create Discount

Create's a discount.

Create a Warehouse

Create a Warehouse

Creates a new warehouse.

Create a Customer Tag

Create a Customer Tag

Creates a new Customer Tag.

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Frequently Asked Questions

How do I start an integration between My Dukaan and Perfex CRM?

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

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

Absolutely. You can customize how My Dukaan 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 My Dukaan and Perfex CRM?

The data sync between My Dukaan 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 My Dukaan 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 My Dukaan and Perfex CRM?

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

My Dukaan

About My Dukaan

Dukaan is a platform that enables businesses to create and manage their online stores with ease. It provides tools for setting up an eCommerce website, managing products, processing payments, and handling orders, all without requiring any technical expertise.

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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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