Connect Perfex CRM and Voodoo SMS
Integrate Perfex CRM with Voodoo SMS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add to Blacklist in Voodoo-SMS when New Contract in Perfexcrm
Create Contact List in Voodoo SMS when New Contract in Perfexcrm
Update Contact List in Voodoo-Sms when New Contract in Perfexcrm
Add Contact in Voodoo-sms when New Contract in Perfexcrm
List of Blacklisted in Voodoo-sms when New Contract in Perfexcrm
Popular Perfex CRM + Voodoo SMS 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
Voodoo SMS
Automatically do this!
Add to Blacklist
Create Contact List
Update Contact List
Add Contact
List of Blacklisted
Get Credits
List of Contacts
Retrieve Short URL
Search contacts List
Delete Contact List
Add to Blacklist in Voodoo-SMS when New Contract in Perfexcrm
Use this flowCreate Contact List in Voodoo SMS when New Contract in Perfexcrm
Use this flowUpdate Contact List in Voodoo-Sms when New Contract in Perfexcrm
Use this flowAdd Contact in Voodoo-sms when New Contract in Perfexcrm
Use this flowList of Blacklisted in Voodoo-sms when New Contract in Perfexcrm
Use this flowList of Contacts in Voodoo-sms when New Contract in Perfexcrm
Use this flowSearch contacts List in Voodoo SMS when New Contract in Perfexcrm
Use this flowDelete Contact List from Voodoo SMS when New Contract in Perfexcrm
Use this flowAdd to Blacklist in Voodoo-SMS when New Customer in Perfexcrm
Use this flowAdd Contact in Voodoo-sms when New Customer in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Voodoo SMS.
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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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 Voodoo SMS
Voodoo-Sms is a comprehensive SMS marketing and communication platform that allows businesses to send bulk SMS messages, manage contacts, and track campaign performance. It is designed to facilitate effective communication with customers through text messaging.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Voodoo SMS 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 Voodoo SMS 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 Voodoo SMS. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Voodoo SMS, and a separate workflow where Voodoo SMS 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 Voodoo SMS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Voodoo SMS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
