Connect Paystack and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Transactions
Abandoned Transaction
Fetch Subscriptions
Cancelled Subscription
New Refund
New Order
Fetch Recent Invoices
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 Paystack and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Transactions
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Abandoned Transaction
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Fetch Subscriptions
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Cancelled Subscription
Return subscriptions cancelled on Paystack within the last 15 minutes.
New Refund
Retrieve refunds processed in the last 15 minutes from Paystack.
New Order
Retrieve Paystack orders created in the last 15 minutes.
Do thisActions
Action is the task that follows automatically within your Paystack integrations.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update a Order
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
Add Product
Create a new Paystack product with name, description, price, currency, and stock (quantity or unlimited) settings.
Find Customer
Locate a Paystack customer using their email and return the customer's details or a not-found message.
Find Transfer
Retrieve Paystack transfer details using a transfer code.
Find Transaction
Fetch Paystack transaction details using the transaction ID.
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Frequently Asked Questions
To start, connect both your Paystack and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Paystack triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Paystack 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 Paystack 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 Paystack 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 Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
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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