Connect splitwise and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Expense
New Group
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
Triggers when a new expense is added to a group or with friends.
New Group
Triggers when a new group is created.
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
Do thisActions
Action is the task that follows automatically within your splitwise integrations.
Create Expense
Create Group
Creates a new group
Delete Expense
List Current User's Expenses
List all the current user's expenses.
Delete Group
Add user to group
Know More About Splitwise and Perfexcrm Integrations
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Frequently Asked Questions
To start, connect both your splitwise and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in splitwise triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how splitwise 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 splitwise 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 splitwise 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 splitwise
Splitwise is a platform designed to help users manage and share expenses with friends, family, and roommates. It simplifies the process of tracking shared bills and IOUs, ensuring everyone pays their fair share. Ideal for group trips, shared households, and any situation where expenses need to be divided among multiple people.
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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