Connect Perfex CRM and Shopkit 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!
Get Store Detail
Create Brand
Create Category
Create Client
Create Coupon
Create Media
Create Order Invoice
Create Product
Create Product Option Group
Create Webhook
Update Brand
Update Category
Update Client
Update Product
Update Product Option
Update Product Option Group
Get Product
Get Product by ID
Get Product by SKU
Search Brand
Delete a Product
Search Category
Search Client
Search Coupon
Search Media
Search Product Option
Search Product Option Group
Search Shipment
List All Shipment Carriers
Search Shipping
Search Stats
List All Stores
Search Webhook
Delete a Brand
Delete a Category
Delete a Client
Delete Product Option
Ready to use Perfex CRM and Shopkit automations
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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 Shopkit accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Shopkit (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in Shopkit. This includes choosing which data fields go into which fields of Shopkit, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and Shopkit 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 Shopkit. 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 Shopkit
Shopkit is a comprehensive eCommerce platform designed to streamline online retail operations. It offers a suite of tools for managing products, processing payments, and enhancing customer experiences, making it ideal for businesses looking to establish or expand their online presence.
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