Connect TeamGantt and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Comment
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 TeamGantt and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Comment
Trigger when New Project Comment 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
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your TeamGantt integrations.
Create Task
Creates a new task in a specified project.
Update Task
Updates details for an existing task.
Delete Task
Deletes an existing task from a project.
Get a Task
Get a task details by task ID
List Projects
List all projects
List Boards
List all Boards
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Frequently Asked Questions
To start, connect both your TeamGantt and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamGantt triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how TeamGantt 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 TeamGantt 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 TeamGantt 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 TeamGantt
TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
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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