Connect Perfex CRM and Moco
Integrate Perfex CRM with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Perfex CRM + Moco 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
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
Create Project in Moco when New Contract in Perfexcrm
Use this flowCreate Comment in Moco when New Contract in Perfexcrm
Use this flowCreate Company in Moco when New Contract in Perfexcrm
Use this flowCreate Contact in Moco when New Contract in Perfexcrm
Use this flowCreate Expense in Moco when New Contract in Perfexcrm
Use this flowCreate Incoming Payment in Moco when New Contract in Perfexcrm
Use this flowCreate Lead in Moco when New Contract in Perfexcrm
Use this flowCreate Outgoing Payment in Moco when New Contract in Perfexcrm
Use this flowCreate Purchase in Moco when New Contract in Perfexcrm
Use this flowCreate Task in Moco when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Moco.
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.
Learn more
About Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Moco 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 Moco 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 Moco. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Moco, and a separate workflow where Moco 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 Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
