Connect Skyvern and Perfex CRM
Integrate Skyvern with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Create Contract in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Create Customer in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Create Estimate in Perfex CRM when New or Updated Skyvern Workflow in Skyvern
Create Project in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Popular Skyvern + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Skyvern
When this happens...
New or Updated Skyvern Workflow
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Contract in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Customer in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Estimate in Perfex CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Project in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Proposal in Perfex CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Task in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Ticket in Perfex CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Timesheet in Perfexcrm when New or Updated Skyvern Workflow in Skyvern
Use this flowRun a Workflow in Skyvern when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Skyvern and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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
Do thisActions
Action is the task that follows automatically within your Skyvern integrations.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Get a Task
Fetch the full details of a specific task by its Task ID.
Start Browser Session
Start a new browser session and optionally configure timeout, proxy location, browser type, extensions, browser profile, and live view.
Create Folder
Create a new folder to organize files and projects in Skyvern.
Find Folders
Retrieve folders: list all, search by keyword, paginate results, or get a folder by ID.
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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn moreSimilar apps
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 Skyvern 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 Skyvern 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 Skyvern triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Skyvern. 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 Skyvern and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Skyvern 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.
