Connect Worksection and Perfex CRM
Integrate Worksection with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Worksection + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Worksection
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
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 Lead in Perfexcrm when New Project in Worksection
Use this flowCreate Contract in Perfexcrm when New Project in Worksection
Use this flowCreate Customer in Perfexcrm when New Project in Worksection
Use this flowCreate Estimate in Perfex CRM when New Project in Worksection
Use this flowCreate Project in Perfexcrm when New Project in Worksection
Use this flowCreate Proposal in Perfex CRM when New Project in Worksection
Use this flowCreate Task in Perfexcrm when New Project in Worksection
Use this flowCreate Ticket in Perfex CRM when New Project in Worksection
Use this flowCreate Timesheet in Perfexcrm when New Project in Worksection
Use this flowCreate Lead in Perfexcrm when New Project Task in Worksection
Use this flowSupported Triggers & Actions
Everything you can automate between Worksection and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Worksection 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 Worksection 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 Worksection triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Worksection. 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 Worksection and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Worksection 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.
