Connect Perfex CRM and RepairShopr
Integrate Perfex CRM with RepairShopr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Appointment Type in Repairshopr when New Contract in Perfexcrm
List All Custom Assets from RepairShopr when New Contract in Perfexcrm
List All Contacts from RepairShopr when New Contract in Perfexcrm
List All Customers from RepairShopr when New Contract in Perfexcrm
List All Estimates from RepairShopr when New Contract in Perfexcrm
Popular Perfex CRM + RepairShopr 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
RepairShopr
Automatically do this!
List Appointment Type
List All Custom Assets
List All Contacts
List All Customers
List All Estimates
List All Invoices
List All Items
List All Leads
List All Line Items
List All Ticket Forms
List All Payment method
List All Payments
List All Portal Users
List All Products
List All Purchase Orders
List All RMM Alerts
List All Invoice Schedules
List All Account Settings
Get Tab Settings
Get Printing Settings
List All Ticket Timers
List All Tickets
Get Ticket Settings
List All Timelogs
Get Last Timelog
Get Current User
List All User
List All Vendors
List All Wiki Pages
List Appointment Type in Repairshopr when New Contract in Perfexcrm
Use this flowList All Custom Assets from RepairShopr when New Contract in Perfexcrm
Use this flowList All Contacts from RepairShopr when New Contract in Perfexcrm
Use this flowList All Customers from RepairShopr when New Contract in Perfexcrm
Use this flowList All Estimates from RepairShopr when New Contract in Perfexcrm
Use this flowList All Invoices from RepairShopr when New Contract in Perfexcrm
Use this flowList All Items from RepairShopr when New Contract in Perfexcrm
Use this flowList All Leads from RepairShopr when New Contract in Perfexcrm
Use this flowList All Line Items from RepairShopr when New Contract in Perfexcrm
Use this flowList All Ticket Forms from RepairShopr when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and RepairShopr.
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 RepairShopr
RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and RepairShopr 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 RepairShopr 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 RepairShopr. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in RepairShopr, and a separate workflow where RepairShopr 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 RepairShopr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and RepairShopr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
