Connect Spaceinvoices and Perfex CRM
Integrate Spaceinvoices with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Client in Spaceinvoices
Create Contract in Perfexcrm when New Client in Spaceinvoices
Create Customer in Perfexcrm when New Client in Spaceinvoices
Create Estimate in Perfex CRM when New Client in Spaceinvoices
Create Project in Perfexcrm when New Client in Spaceinvoices
Popular Spaceinvoices + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Spaceinvoices
When this happens...
New Client
New Document
Client Updated
Client Deleted
New Item
Document Updated
Document Deleted
Item Updated
Item Deleted
New Payment
Payment Updated
Payment Deleted
New Recurrence
Recurrence Update
Recurrence Deleted
New Tax
Tax Updated
Tax Deleted
New Unit
Unit Updated
Unit Deleted
New Category
Category Deleted
Category Updated
New Price
Price Updated
Price Deleted
Order Deleted
New Order
Order Updated
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 Client in Spaceinvoices
Use this flowCreate Contract in Perfexcrm when New Client in Spaceinvoices
Use this flowCreate Customer in Perfexcrm when New Client in Spaceinvoices
Use this flowCreate Estimate in Perfex CRM when New Client in Spaceinvoices
Use this flowCreate Project in Perfexcrm when New Client in Spaceinvoices
Use this flowCreate Proposal in Perfex CRM when New Client in Spaceinvoices
Use this flowCreate Task in Perfexcrm when New Client in Spaceinvoices
Use this flowCreate Ticket in Perfex CRM when New Client in Spaceinvoices
Use this flowCreate Timesheet in Perfexcrm when New Client in Spaceinvoices
Use this flowCreate Lead in Perfexcrm when New Document in Spaceinvoices
Use this flowSupported Triggers & Actions
Everything you can automate between Spaceinvoices and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
Do thisActions
Action is the task that follows automatically within your Spaceinvoices integrations.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
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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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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
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 Spaceinvoices 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 Spaceinvoices 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 Spaceinvoices triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Spaceinvoices. 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 Spaceinvoices and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Spaceinvoices 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.
