Connect ShopBase and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New Order Is Created
Product Updated
New Customer 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
Ready to use ShopBase and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Product Updated
Runs when product is updated
New Customer Created
Runs when new customer created
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your ShopBase integrations.
Create Order
Add an order to your store.
Create Product
Create a product with variants
Create Product Variant
Add variant with price and SKU
Upload Product Image
Upload an image to a product
Update Product
Update a product's title and add one or more images.
Get Shop Details
Get connected store details
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Frequently Asked Questions
To start, connect both your ShopBase and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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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