Connect Twist and Perfex CRM
Integrate Twist with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Twist + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Twist
When this happens...
New Thread
New Comment Posted in Thread
New Message Posted in Conversation
Workspace Deleted
Workspace Updated
New Workspace
Workspace User Added
Workspace User Updated
Workspace User Removed
Channel Added
Channel Updated
Channel Deleted
Channel User Added
Channel User Removed
Thread Updated
Thread Deleted
Comment Updated in Thread
Comment Deleted in Thread
Message Updated in a Conversation
Message Deleted in a Conversation
Group Added
Group Updated
Group Deleted
Group User Added
Group User Removed
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
Create Lead in Perfexcrm when New Thread in Twist
Use this flowCreate Contract in Perfexcrm when New Thread in Twist
Use this flowCreate Customer in Perfexcrm when New Thread in Twist
Use this flowCreate Estimate in Perfex CRM when New Thread in Twist
Use this flowCreate Project in Perfexcrm when New Thread in Twist
Use this flowCreate Proposal in Perfex CRM when New Thread in Twist
Use this flowCreate Task in Perfexcrm when New Thread in Twist
Use this flowCreate Ticket in Perfex CRM when New Thread in Twist
Use this flowCreate Timesheet in Perfexcrm when New Thread in Twist
Use this flowCreate Lead in Perfexcrm when New Comment Posted in Thread in Twist
Use this flowSupported Triggers & Actions
Everything you can automate between Twist and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Thread
Triggers when a new thread is created in a channel.
New Comment Posted in Thread
Triggers when a new comment is added in a thread.
New Message Posted in Conversation
Triggers when a new message is added anywhere inside a conversation.
Workspace Deleted
Triggers when a workspace is deleted.
Workspace Updated
Triggers when a workspace is updated.
New Workspace
Triggers when a workspace is added.
Do thisActions
Action is the task that follows automatically within your Twist integrations.
Add thread
Adds a new thread to a channel.
Post Comment
Post a comment to a thread you choose.
Post Message
Adds a message to an existing conversation.
List All Threads
Retrieves all threads from a selected Twist channel, with options to filter by pinned or starred status, date range, assignment, and ordering.
Create Lead
Creates a new lead
Create Contract
Creates a contract 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.
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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.
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About Twist
Twist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.
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 Twist 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 Twist 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 Twist triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Twist. 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 Twist and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Twist 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.
