Connect Timekit and Perfex CRM to Build Intelligent Automations
Ready to use Timekit and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Timekit integrations.
List Resources
Get all resources for the app.
List Bookings
Get all bookings.
List Booking Groups
Get all group bookings.
List Projects
Get all projects.
List Locations
Get all locations.
List Services
Get a list of all the services.
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Frequently Asked Questions
To start, connect both your Timekit and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timekit triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Timekit 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 Timekit 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 Timekit 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 Timekit
Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.
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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