Connect Perfex CRM and Lark 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!
Create Lark Sheet
Search a Group Chat in Lark
Search a Lark Base
Search Lark Calendar Event
Search a Lark Docs
Search a Lark File
Create New Lark Calendar Event
Create New Lark Document
Create New Lark Folder
Search a Lark Sheet
Search a Lark Slide
Search a Lark Task by Complete Status
Search a Task by GUID
Search a User in Lark
Invite User to Lark Group Chat
Update Existing Lark Task
Update a Lark Calendar Event
Create New Lark Task
Add Row Or Column to Sheet
Insert Rows or Columns
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Actions and Triggers
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
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Frequently Asked Questions
To start, connect both your Perfex CRM and Lark accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Lark (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in Lark. This includes choosing which data fields go into which fields of Lark, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and Lark 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 Lark. 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 Lark
Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.
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