Connect Perfex CRM and Centralstation CRM
Integrate Perfex CRM with Centralstation CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Tags from Centralstation CRM when New Proposal in Perfexcrm
Create Deal in Centralstation CRM when New Invoice in Perfexcrm
List All Tags from Centralstation CRM when New Ticket in Perfexcrm
List All Historic Events from Centralstation CRM when New Contract in Perfexcrm
List All Users from Centralstation CRM when New Contract in Perfexcrm
Popular Perfex CRM + Centralstation CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Perfex CRM
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an action
Centralstation CRM
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
List All Tags from Centralstation CRM when New Proposal in Perfexcrm
Use this flowCreate Deal in Centralstation CRM when New Invoice in Perfexcrm
Use this flowList All Tags from Centralstation CRM when New Ticket in Perfexcrm
Use this flowList All Historic Events from Centralstation CRM when New Contract in Perfexcrm
Use this flowList All Users from Centralstation CRM when New Contract in Perfexcrm
Use this flowList All Tasks from Centralstation CRM when New Project in Perfexcrm
Use this flowGet a Deal from Centralstation CRM when New Invoice in Perfexcrm
Use this flowList All Tags from Centralstation CRM when New Project in Perfexcrm
Use this flowSearch People by Email in Centralstation CRM when New Contract in Perfexcrm
Use this flowList All Projects from Centralstation CRM when New Customer in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Centralstation CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Perfex CRM integrations.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Centralstation CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Perfex CRM and Centralstation CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Centralstation CRM. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Centralstation CRM, and a separate workflow where Centralstation CRM triggers actions in Perfex CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Perfex CRM and Centralstation CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Centralstation CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
