Connect Stripe and Perfex CRM
Integrate Stripe with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Customer Created in Stripe
Create Contract in Perfexcrm when New Customer Created in Stripe
Create Customer in Perfexcrm when New Customer Created in Stripe
Create Estimate in Perfex CRM when New Customer Created in Stripe
Create Project in Perfexcrm when New Customer Created in Stripe
Popular Stripe + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Stripe
When this happens...
New Customer Created
Payment Link Created
Customer Subscribes
Subscription Ends
New Charge Is Created
New Event Occurs
New Refund Created
Charge Refunded
Coupon Created
Customer Subscribes
Customer Updated
Invoice Is Finalized
Invoice Item Created
Payment Fails
Payment Link Updated
Payment Method Attached
Payment Method Automatically Updated
Payment Method Detached
Payment Method Updated
Payout Canceled
New Payout
Payout Failed
Payout Paid
Payout Updated
New Person
Person Deleted
Person Updated
New Plan
Plan Deleted
Plan Updated
New Price
Price Deleted
Price Updated
New Product
Product Deleted
Product Updated
New Promotion Code
Promotion Code Updated
Quote Accepted
Quote Canceled
Quote Canceled
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 Customer Created in Stripe
Use this flowCreate Contract in Perfexcrm when New Customer Created in Stripe
Use this flowCreate Customer in Perfexcrm when New Customer Created in Stripe
Use this flowCreate Estimate in Perfex CRM when New Customer Created in Stripe
Use this flowCreate Project in Perfexcrm when New Customer Created in Stripe
Use this flowCreate Proposal in Perfex CRM when New Customer Created in Stripe
Use this flowCreate Task in Perfexcrm when New Customer Created in Stripe
Use this flowCreate Ticket in Perfex CRM when New Customer Created in Stripe
Use this flowCreate Timesheet in Perfexcrm when New Customer Created in Stripe
Use this flowCreate Lead in Perfexcrm when Payment Link Created in Stripe
Use this flowSupported Triggers & Actions
Everything you can automate between Stripe and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Runs when customer is created
Payment Link Created
Runs when payment link created
Customer Subscribes
Runs when customer subscribes
Subscription Ends
Runs when subscription ends
New Charge Is Created
Runs when charge is created
New Event Occurs
Runs when new event occurs
Do thisActions
Action is the task that follows automatically within your Stripe integrations.
Find a Subscription
Retrieves subscriptions from your Stripe account with flexible filtering options.
Find Invoice
Search and retrieve Stripe invoices using smart filters like customer email, subscription, status, and date.
Find Payment Intents
Locate payment intents
Find Customer
Find customer by ID/email/date
Create Invoice
Create a new Stripe invoice
Delete Customer
Permanently remove a 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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
A Step by Step Guide to Automate Customer Communication
Learn how to automate customer communication with a practical, step-by-step guide. Discover what to automate, the benefits, and simple workflows for timely, personalized messages across email, SMS, and chat.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Stripe and Perfex CRM free
No credit card required. Set up your first workflow in minutes.
About Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
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 Stripe 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 Stripe 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 Stripe triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Stripe. 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 Stripe and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Stripe 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.
