Connect Wootric and Perfex CRM
Integrate Wootric with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create End User in Wootric when New Contract in Perfexcrm
List End Users from Wootric when New Contract in Perfexcrm
List Segments from Wootric when New Contract in Perfexcrm
List Declines from Wootric when New Contract in Perfexcrm
Get All End User’s Declines from Wootric when New Contract in Perfexcrm
Popular Wootric + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Wootric
When this happens...
- Request a new Trigger for Wootric
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 End User in Wootric when New Contract in Perfexcrm
Use this flowList End Users from Wootric when New Contract in Perfexcrm
Use this flowList Segments from Wootric when New Contract in Perfexcrm
Use this flowList Declines from Wootric when New Contract in Perfexcrm
Use this flowGet All End User’s Declines from Wootric when New Contract in Perfexcrm
Use this flowGet NPS Summary from Wootric when New Contract in Perfexcrm
Use this flowFind User By Email in Wootric when New Contract in Perfexcrm
Use this flowDelete End User in Wootric when New Contract in Perfexcrm
Use this flowUpdate EndUsers in Wootric when New Contract in Perfexcrm
Use this flowgetAllResponses in Wootric when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Wootric and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Wootric integrations.
Create End User
Creates a new end user in Wootric.
List End Users
Get all an existing users.
List Segments
List all an existing segments.
List Declines
Get all an existing declines.
Get All End User’s Declines
Get all an existing end user's declines.
Get NPS Summary
Get all an existing nps summary.
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 Wootric
Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty
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 Wootric 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 Wootric 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 Wootric triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Wootric. 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 Wootric and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wootric 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.
