Connect Veshort and Perfex CRM
Integrate Veshort with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in Perfexcrm when New Short Link Created in Veshort
Create Customer in Perfexcrm when New Short Link Created in Veshort
Create Estimate in Perfex CRM when New Short Link Created in Veshort
Create Project in Perfexcrm when New Short Link Created in Veshort
Create Proposal in Perfex CRM when New Short Link Created in Veshort
Popular Veshort + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Veshort
When this happens...
New Short Link Created
Any Short Link Clicked
Specific Short Link Clicked
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 Contract in Perfexcrm when New Short Link Created in Veshort
Use this flowCreate Customer in Perfexcrm when New Short Link Created in Veshort
Use this flowCreate Estimate in Perfex CRM when New Short Link Created in Veshort
Use this flowCreate Project in Perfexcrm when New Short Link Created in Veshort
Use this flowCreate Proposal in Perfex CRM when New Short Link Created in Veshort
Use this flowCreate Task in Perfexcrm when New Short Link Created in Veshort
Use this flowCreate Ticket in Perfex CRM when New Short Link Created in Veshort
Use this flowCreate Timesheet in Perfexcrm when New Short Link Created in Veshort
Use this flowCreate Lead in Perfexcrm when Any Short Link Clicked on Veshort
Use this flowCreate Contract in Perfexcrm when Any Short Link Clicked on Veshort
Use this flowSupported Triggers & Actions
Everything you can automate between Veshort and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Short Link Created
Triggers when a new short link is created in your Veshort account.
Any Short Link Clicked
Triggers when any short link is clicked and captures the visitor's country, browser, device, and referrer.
Specific Short Link Clicked
Runs when the selected short link is clicked and captures the visitor's country, browser, device, and referrer.
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
Do thisActions
Action is the task that follows automatically within your Veshort integrations.
Create Short Link
Creates a short, branded link from a long URL with tracking and optional customization.
Get Short Link Details
Get detailed information and analytics for a short link by using Link ID.
Update Short Link
Update an existing short link to modify its destination URL, alias, expiration, or targeting settings.
Delete Short Link
Delete an existing short link using its link ID.
List Short Links
Lists your short links and lets you search, sort, and view more pages.
List QR Codes
Lists your QR codes with scan counts and creation dates.
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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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 Veshort
Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.
Learn more
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 Veshort 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 Veshort 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 Veshort triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Veshort. 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 Veshort and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Veshort 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.
