Connect Postmark and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Bounces
New Inbound Email
New Outbound Email Is Sent
New Message Stream
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Postmark and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Bounces
Runs when an email sent through Postmark bounces.
New Inbound Email
Runs when a new inbound email is received
New Outbound Email Is Sent
Runs when a new outbound email is sent
New Message Stream
Runs when new message stream is created
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Postmark integrations.
Reactivate Email Address
Reactivates an email address that was previously bounced so it can receive emails again.
Send Email Using Template
Send an email to one or more recipients using a saved template.
Get Outbound Message Details
Get the details of a sent email by providing its message ID.
Get Bounce Dump
Get a raw data for a specific bounce.
Get Inbound Message Details
Retrieve the details of an inbound email using its message ID or by searching with sender, recipient, subject, or tag.
Send Email
Send an email from a verified sender to one or more recipients with optional CC, BCC, reply-to, formatted or plain text content, and an optional tag.
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Frequently Asked Questions
To start, connect both your Postmark and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Postmark triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Postmark 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 Postmark 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 Postmark 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 Postmark
Postmark is a reliable and fast email delivery service designed for developers. It ensures your transactional emails are delivered quickly and accurately, providing detailed analytics and insights.
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.
Learn More
