Connect Wordpress and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post Created
Post Updated
New Comments
Post Deleted
Post Trash
User Registers
User Login
User Update his Profile
User 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
Ready to use Wordpress and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post Created
Trigger when new post created.
Post Updated
Trigger when a specified post updated.
New Comments
Trigger when a new comment posted.
Post Deleted
Trigger when a specified post is deleted
Post Trash
Trigger when a specified post is trashed.
User Registers
Trigger when a new user registred.
Do thisActions
Action is the task that follows automatically within your Wordpress integrations.
Create a Post
Create a new post
Find a post
Find a post
Get all posts
Get all posts
Create New User
Creates a new user in WordPress.
Update User
Update an existing user in WordPress.
Delete an User
Delete an existing user by its ID in WordPress.
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Frequently Asked Questions
To start, connect both your Wordpress and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wordpress triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Wordpress 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 Wordpress 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 Wordpress 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 Wordpress
WordPress is a free and open-source content management system (CMS) based on PHP & MySQL. Features include a plugin architecture and a template system, referred to inside WordPress as Themes.
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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