Connect TimelinesAI and Perfex CRM
Integrate TimelinesAI with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Whatsapp Account using TimelinesAI when New Task in Perfexcrm
Find Whatsapp Account using TimelinesAI when New Contract in Perfexcrm
Send Uploaded File to Existing Chat in TimelinesAI when New Ticket in Perfexcrm
Send Uploaded File to Existing Chat in TimelinesAI when New Customer in Perfexcrm
Send Message to Existing Chat via TimelinesAI when New Project in Perfexcrm
Popular TimelinesAI + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
TimelinesAI
When this happens...
New Uploaded File
New Whatsapp Account
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
Find Whatsapp Account using TimelinesAI when New Task in Perfexcrm
Use this flowFind Whatsapp Account using TimelinesAI when New Contract in Perfexcrm
Use this flowSend Uploaded File to Existing Chat in TimelinesAI when New Ticket in Perfexcrm
Use this flowSend Uploaded File to Existing Chat in TimelinesAI when New Customer in Perfexcrm
Use this flowSend Message to Existing Chat via TimelinesAI when New Project in Perfexcrm
Use this flowFind Whatsapp Account using TimelinesAI when New Invoice in Perfexcrm
Use this flowSend Message to Existing Chat via TimelinesAI when New Contract in Perfexcrm
Use this flowClose Chat in TimelinesAI when New Customer in Perfexcrm
Use this flowClose Chat in TimelinesAI when New Invoice in Perfexcrm
Use this flowClose Chat in TimelinesAI when New Ticket in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between TimelinesAI and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is 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
Do thisActions
Action is the task that follows automatically within your TimelinesAI integrations.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
Send Message to Existing Chat
Sends a message to an already existing chat.
Find Whatsapp Account
Finds a specific WhatsApp account.
Close Chat
Closes an existing chat.
Find Uploaded File
Finds an uploaded file in the system.
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
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.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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 TimelinesAI and Perfex CRM free
No credit card required. Set up your first workflow in minutes.
About TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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 TimelinesAI 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 TimelinesAI 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 TimelinesAI triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in TimelinesAI. 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 TimelinesAI and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TimelinesAI 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.
