Connect Perfex CRM and FreeTaxUSA to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an Action
Automatically do this!
- Request a new Action for FreeTaxUSA
Enable Integrations or automations with these events of Perfex CRM and FreeTaxUSA
Enable Integrations or automations with these events of Perfex CRM and FreeTaxUSA
Triggers
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
Actions
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
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Perfex CRM and FreeTaxUSA accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in FreeTaxUSA (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in FreeTaxUSA. This includes choosing which data fields go into which fields of FreeTaxUSA, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and FreeTaxUSA 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 Perfex CRM and FreeTaxUSA. 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.
Learn MoreAbout FreeTaxUSA
FreeTaxUSA is an online tax preparation service that offers a cost-effective solution for individuals and businesses to file their federal and state taxes. With a user-friendly interface, it simplifies the tax filing process, ensuring accuracy and compliance with the latest tax laws. FreeTaxUSA provides step-by-step guidance, making it easy for users to maximize their deductions and credits, ultimately helping them save money on their taxes.
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