Connect ShipStation and Perfex CRM
Integrate ShipStation with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Validate an Address in Shipstation when New Lead in Perfexcrm
shipment status changes in ShipStation when New Lead in Perfexcrm
Create Shipment in ShipStation when New Lead in Perfexcrm
Validate an Address in Shipstation when New Project in Perfexcrm
shipment status changes in ShipStation when New Project in Perfexcrm
Popular ShipStation + Perfex CRM flows
Start from a real workflow other teams are already running.
Validate an Address in Shipstation when New Lead in Perfexcrm
Use this flowshipment status changes in ShipStation when New Lead in Perfexcrm
Use this flowCreate Shipment in ShipStation when New Lead in Perfexcrm
Use this flowValidate an Address in Shipstation when New Project in Perfexcrm
Use this flowshipment status changes in ShipStation when New Project in Perfexcrm
Use this flowCreate Shipment in ShipStation when New Project in Perfexcrm
Use this flowValidate an Address in Shipstation when New Invoice in Perfexcrm
Use this flowshipment status changes in ShipStation when New Invoice in Perfexcrm
Use this flowCreate Shipment in ShipStation when New Invoice in Perfexcrm
Use this flowValidate an Address in Shipstation when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ShipStation 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 ShipStation integrations.
Validate an Address
Validates an address.
shipment status changes
runs when shipment status changes
Create Shipment
Create shipment and validate
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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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AI will build it for you
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 ShipStation
ShipStation is a leading shipping software designed to streamline order fulfillment for eCommerce businesses. It integrates with various sales channels and carriers, providing a seamless shipping experience.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ShipStation 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 ShipStation 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 ShipStation triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in ShipStation. 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 ShipStation and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ShipStation 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.
