Connect Tidyhire and Perfex CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Candidate
Trigger when new candidate is added in project .
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 Tidyhire integrations.
Get Project Detail
Get Project Detail
Get Candidate Detail
Get Candidate Detail
Get all Candidate by Project Id
Get all Candidate by Project Id
Create New Project
Create New Project
Change Candidate Stage Bulk
Change Candidate Stage Bulk
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your Tidyhire and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tidyhire triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Tidyhire 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 Tidyhire 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 Tidyhire 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 Tidyhire
Tidyhire is a comprehensive platform designed to streamline the recruitment process, making it easier for businesses to find and hire the right talent. It offers tools for job posting, candidate tracking, and communication, ensuring a smooth and efficient hiring experience.
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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