Connect zenduty and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Incident Created
New User Added
Incident Is Updated
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 zenduty and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Incident Created
Runs when a new incident is created in Zenduty.
New User Added
Runs when a new team member is added to your Zenduty account.
Incident Is Updated
Runs when an incident is acknowledged or resolved in Zenduty.
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
Do thisActions
Action is the task that follows automatically within your zenduty integrations.
Create Incident
Create a new incident in Zenduty to notify your team and start tracking the issue.
Create Team
Creates a Team.
Update Team
Update the name of an existing team.
Create Tag
Create a tag.
Invite User
Invites a user to your team.
Create Custom Role
Creates a custom role.
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Frequently Asked Questions
To start, connect both your zenduty and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in zenduty triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how zenduty 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 zenduty 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 zenduty 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 zenduty
Zenduty is an incident management platform designed to help teams respond to critical issues faster and more efficiently. It provides real-time alerts, on-call scheduling, and incident tracking to ensure that your team can quickly address and resolve any problems that arise. With Zenduty, you can streamline your incident response process and improve your team's overall productivity.
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.
Learn More
