Connect QuickBooks and Perfex CRM
Integrate QuickBooks with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Perfexcrm when New Invoice in QuickBooks
Create Estimate in Perfex CRM when New Invoice in QuickBooks
Create Proposal in Perfex CRM when New Invoice in QuickBooks
Create Customer in Perfexcrm when New Customer in QuickBooks
Create Estimate in Perfex CRM when New Customer in QuickBooks
Popular QuickBooks + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Customer in Perfexcrm when New Invoice in QuickBooks
Use this flowCreate Estimate in Perfex CRM when New Invoice in QuickBooks
Use this flowCreate Proposal in Perfex CRM when New Invoice in QuickBooks
Use this flowCreate Customer in Perfexcrm when New Customer in QuickBooks
Use this flowCreate Estimate in Perfex CRM when New Customer in QuickBooks
Use this flowCreate Ticket in Perfex CRM when New Customer in QuickBooks
Use this flowCreate Timesheet in Perfexcrm when New Customer in QuickBooks
Use this flowCreate Contract in Perfexcrm when New Bill in QuickBooks
Use this flowCreate Estimate in Perfex CRM when New Bill in QuickBooks
Use this flowCreate Ticket in Perfex CRM when New Bill in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
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
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
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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About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Perfex CRM 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 QuickBooks and Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in QuickBooks. 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 QuickBooks and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
