Connect WooCommerce and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
New Product Created
New Customer Created
New Coupon Created
Product Updated
Order Updated
Order Deleted
Product Deleted
Customer Updated
Customer Deleted
Coupon Updated
Coupon Deleted
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when 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.
List all Order Notes
Get notes attached to a specific order.
Create Coupon
Creates a new Coupon.
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.
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Frequently Asked Questions
To start, connect both your WooCommerce and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WooCommerce triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how WooCommerce 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 WooCommerce 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 WooCommerce 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 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 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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