Connect Remote Retrieval and Perfex CRM
Integrate Remote Retrieval with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Orders from Remote Retrieval when New Contract in Perfexcrm
Create Retrieval Order in Remote Retrieval when New Contract in Perfexcrm
Find Orders from Remote Retrieval when New Customer in Perfexcrm
Create Retrieval Order in Remote Retrieval when New Customer in Perfexcrm
Find Orders from Remote Retrieval when New Lead in Perfexcrm
Popular Remote Retrieval + Perfex CRM flows
Start from a real workflow other teams are already running.
Find Orders from Remote Retrieval when New Contract in Perfexcrm
Use this flowCreate Retrieval Order in Remote Retrieval when New Contract in Perfexcrm
Use this flowFind Orders from Remote Retrieval when New Customer in Perfexcrm
Use this flowCreate Retrieval Order in Remote Retrieval when New Customer in Perfexcrm
Use this flowFind Orders from Remote Retrieval when New Lead in Perfexcrm
Use this flowCreate Retrieval Order in Remote Retrieval when New Lead in Perfexcrm
Use this flowFind Orders from Remote Retrieval when New Project in Perfexcrm
Use this flowCreate Retrieval Order in Remote Retrieval when New Project in Perfexcrm
Use this flowFind Orders from Remote Retrieval when New Task in Perfexcrm
Use this flowCreate Retrieval Order in Remote Retrieval when New Task in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Remote Retrieval and Perfex CRM.
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 Remote Retrieval integrations.
Find Orders
Get orders matching filters
Create Retrieval Order
Request device pickup
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
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Remote Retrieval 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 Remote Retrieval 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 Remote Retrieval triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Remote Retrieval. 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 Remote Retrieval and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Remote Retrieval 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.
