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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new page is created
runs when new page 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 Papyrs integrations.
Add heading to page
Adds a heading to a Papyrs page.
Add a paragraph to a page
Add a text paragraph to a page.
Add paragraph to page
Add a text paragraph to a Papyrs page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update page paragraph
Update the text in a page paragraph.
Update paragraph on page
Change the text of a paragraph widget on a page.
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Frequently Asked Questions
To start, connect both your Papyrs and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
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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