Connect PDF Gate and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document 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 PDF Gate and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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
Do thisActions
Action is the task that follows automatically within your PDF Gate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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Frequently Asked Questions
To start, connect both your PDF Gate and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how PDF Gate 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 PDF Gate 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 PDF Gate 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 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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