Connect SellApp and Perfex CRM to Build Intelligent Automations

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SellApp

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Coupon Created

New Coupon Created

Triggered when new coupon is created.

new coupon is created

new coupon is created

runs when new coupon is created

new section is created

new section is created

runs when new section is created

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

Do thisActions

Action is the task that follows automatically within your SellApp integrations.

Create a coupon

Create a coupon

Create a coupon that gives customers a percentage or fixed discount, with limits and an expiration date

Create a product group

Create a product group

Create a new product group with title, description, visibility, and sort order.

Create section

Create section

Create a new section and link groups and products.

update coupon

update coupon

Update a coupon’s code, discount, usage limits, minimum order amount, store‑wide setting, and expiry date.

Delete blacklist entry

Delete blacklist entry

Remove a blocked item from your SellApp blacklist.

Get section details

Get section details

Get details for a specific section.

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Frequently Asked Questions

How do I start an integration between SellApp and Perfex CRM?

To start, connect both your SellApp and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SellApp triggers actions in Perfex CRM (or vice versa).

Can we customize how data from SellApp is recorded in Perfex CRM?

Absolutely. You can customize how SellApp 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.

How often does the data sync between SellApp and Perfex CRM?

The data sync between SellApp and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SellApp to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SellApp and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between SellApp 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.

SellApp

About SellApp

SellApp is a powerful eCommerce platform designed to streamline online sales and digital product distribution. It offers robust tools for managing transactions, inventory, and customer interactions, making it ideal for businesses looking to enhance their online presence and sales efficiency.

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Perfex CRM

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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