Connect Robocorp and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Process Run completed
Process Run Unresolved
Process Run Started
Assistant created
Process Created
Task Packages Created
Process Runs Created
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.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
Process Created
Trigger when a Process created.
Task Packages Created
Trigger when a new task packages.
Do thisActions
Action is the task that follows automatically within your Robocorp integrations.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
Create Asset Upload
Create an asset and add content to it.
Search Assistants
Search assistants.
Search Processes
Search processes in a workspace.
Search Assets
Search assets within a workspace.
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Frequently Asked Questions
To start, connect both your Robocorp and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Robocorp triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Robocorp 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 Robocorp 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 Robocorp 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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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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