Integrations Perfex CRM Portfolio Manager

Perfex CRM + Portfolio Manager

Connect Perfex CRM and Portfolio Manager 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 an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task

Ready to use Perfex CRM and Portfolio Manager automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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

We'll help you get started

Our team is all set to help you!

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

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Frequently Asked Questions

How do I start an integration between Perfex CRM and Portfolio Manager?

To start, connect both your Perfex CRM and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Portfolio Manager (or vice versa).

Can we customize how data from Perfex CRM is recorded in Portfolio Manager?

Absolutely. You can customize how Perfex CRM data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Perfex CRM and Portfolio Manager?

The data sync between Perfex CRM and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Perfex CRM to Portfolio Manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Perfex CRM and Portfolio Manager?

Yes, you can set conditional logic to control the flow of data between Perfex CRM and Portfolio Manager. 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.

CRM Sales and CRM

Learn More

About Portfolio Manager

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

Project Management

Learn More

Connect Perfex CRM and Portfolio Manager to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Perfex CRM and Portfolio Manager automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contract

New Customer

New Lead

New Project

New Task

New Ticket

Do thisActionsAction is the task that follows automatically within your Perfex CRM integrations.

Create Lead

Create Contract

Create Customer

Create Estimate

Create Project

Create Proposal

We'll help you get started

Know More About Perfexcrm and Liquid Planner Classic Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Perfex CRM

About Portfolio Manager

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Perfex CRM integrations.