Integrate Perfex CRM and IxDF with viaSocket
Perfex CRM already connects with hundreds of apps. IxDF's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Perfex CRM and IxDF.
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.
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About IxDF
IxDF, or Interaction Design Foundation, is a leading platform dedicated to providing high-quality education in the field of interaction design, user experience, and related disciplines. It offers a wide range of online courses, articles, and resources aimed at helping individuals and professionals enhance their skills in designing user-friendly interfaces and experiences.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and IxDF 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 IxDF 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 IxDF. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in IxDF, and a separate workflow where IxDF 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 IxDF. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and IxDF integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
