Connect Placker and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Card Created
Card Status Changed
Card Archived
Card Unarchived
Card Removed
Comment Added to Card
Label Added To Card
Label Removed From Card
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
Comment Added to Card
Triggers when comment is added to card in a specipic board.
Do thisActions
Action is the task that follows automatically within your Placker integrations.
Get Board Label
Get labels available on Board.
Search Card
Search cards by given title.
Add Label to Card
This action allows to add selected label to card
Create Card
This action allows to create card on a selected list
Remove Label From Card
This action allows to remove selected label from card
Get Card Details
Get single card details by id.
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Frequently Asked Questions
To start, connect both your Placker and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Placker triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Placker data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Placker and Perfex CRM 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 Placker and Perfex CRM. 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 Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
Learn MoreAbout 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.
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