Connect WooCommerce and Perfex CRM
Integrate WooCommerce with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in Perfexcrm when New Order Created in WooCommerce
Create Customer in Perfexcrm when New Order Created in WooCommerce
Create Estimate in Perfex CRM when New Order Created in WooCommerce
Create Project in Perfexcrm when New Order Created in WooCommerce
Create Proposal in Perfex CRM when New Order Created in WooCommerce
Popular WooCommerce + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
WooCommerce
When this happens...
New Order Created
New Product Created
New Customer Created
New Coupon Created
Product Updated
Order Updated
Customer Updated
Coupon Updated
Coupon Deleted
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 Order Created in WooCommerce
Use this flowCreate Customer in Perfexcrm when New Order Created in WooCommerce
Use this flowCreate Estimate in Perfex CRM when New Order Created in WooCommerce
Use this flowCreate Project in Perfexcrm when New Order Created in WooCommerce
Use this flowCreate Proposal in Perfex CRM when New Order Created in WooCommerce
Use this flowCreate Task in Perfexcrm when New Order Created in WooCommerce
Use this flowCreate Ticket in Perfex CRM when New Order Created in WooCommerce
Use this flowCreate Timesheet in Perfexcrm when New Order Created in WooCommerce
Use this flowCreate Contract in Perfexcrm when New Product Created in WooCommerce
Use this flowCreate Customer in Perfexcrm when New Product Created in WooCommerce
Use this flowSupported Triggers & Actions
Everything you can automate between WooCommerce and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Runs when a new order is created.
New Product Created
Triggers when a new product is created.
New Customer Created
Triggers when a new customer is created.
New Coupon Created
Triggers when a new coupon is created.
Product Updated
Triggers when an existing product is updated.
Order Updated
Triggers when a order is updated.
Do thisActions
Action is the task that follows automatically within your WooCommerce integrations.
Create Coupon
Creates a new coupon in your WooCommerce store.
Create Customer
Creates a new Customer.
Create Order
Creates a new order.
Create Order Note
Creates a new Order Note.
Create Product
Create a new WooCommerce product with name, pricing, images, categories, and stock/settings.
Update Coupon
Updates an existing Coupon.
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 WooCommerce
WooCommerce is a customizable, open-source eCommerce platform built on WordPress. It is designed to help businesses of all sizes create and manage an online store with ease, offering a wide range of features including product management, payment processing, and shipping options.
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 WooCommerce 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 WooCommerce 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 WooCommerce triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in WooCommerce. 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 WooCommerce and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WooCommerce 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.
