Connect Perfex CRM and Docusign
Integrate Perfex CRM with Docusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Workspace in DocuSign when New Contract in Perfexcrm
Delete Workspace in Docusign when New Contract in Perfexcrm
Create a Bulk Send List in DocuSign when New Contract in Perfexcrm
Create Template in DocuSign when New Contract in Perfexcrm
Update Template in Docusign when New Contract in Perfexcrm
Popular Perfex CRM + Docusign 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
Docusign
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Update Workspace in DocuSign when New Contract in Perfexcrm
Use this flowDelete Workspace in Docusign when New Contract in Perfexcrm
Use this flowCreate a Bulk Send List in DocuSign when New Contract in Perfexcrm
Use this flowCreate Template in DocuSign when New Contract in Perfexcrm
Use this flowUpdate Template in Docusign when New Contract in Perfexcrm
Use this flowCreate Signing Group in Docusign when New Contract in Perfexcrm
Use this flowAdd User to Signing Group in Docusign when New Contract in Perfexcrm
Use this flowDelete Signing Group in Docusign when New Contract in Perfexcrm
Use this flowCreate Bulk Send Request in Docusign when New Contract in Perfexcrm
Use this flowList/Search Bulk Send List in Docusign when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Docusign.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Perfex CRM and Docusign free
No credit card required. Set up your first workflow in minutes.
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 Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Docusign 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 Docusign 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 Docusign. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Docusign, and a separate workflow where Docusign 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 Docusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Docusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
