Connect Supabase and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Watch Row Events
Projects 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 Supabase and Perfex CRM automations
Explore more automations built by businesses and experts
Automate AI Task Runs: Webhook to MCP API (POST JSON)
Automate Instagram Comment Replies with Smart Keywords + Auto DMs
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Watch Row Events
Trigger when a new row is inserted, updated, deleted.
Projects Created
Triggers when a new project is created in supabase.
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 Supabase integrations.
Add A Row To Table
Add a new row to a selected table in your Supabase project.
Delete Project
Deletes the given project by its reference.
Create Project
Create a new Supabase project
Run PostgreSQL query
Run a PostgreSQL query to retrieve or update data in the selected Supabase project.
Get All Rows From Table
Show all rows from the selected table in your Supabase project.
Delete Rows From A Table
Remove rows in the chosen table that match the values you enter.
Know More About Supabase and Perfexcrm Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Supabase and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Supabase triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Supabase 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 Supabase 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 Supabase 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 Supabase
Supabase is an open-source backend-as-a-service platform that provides developers with a suite of tools to build, deploy, and manage applications. It offers features like real-time databases, authentication, and storage, making it a comprehensive solution for modern app development.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.