Perfex CRM by Maxmel Tech

perfex crm is a cloud based customer relationship and project management platform for small businesses and freelancers, offering tools for invoicing, lead tracking, support, and reporting integrating with make com enables workflow automation across sales, support, and project management processes this is ai generated content based on official perfex crm documentation the content may still contain errors—please verify important information if you have questions, contact perfex crm directly how to get support on perfex crm perfex crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=perfex%20crm\&app slug=perfex crm community\&app unique id=perfex crm 8h1twk requirements to use the perfex crm app in make, you must have an active account, create your account on perfex crm app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect perfex crm and {{product name}} to get started, you must first create a connection between perfex crm and {{product name}} , allowing the two services to communicate you can connect using the following method api key,oauth2 0 api key instructions you need to generate an api key from the google developers console project login to the google developers console if you do not already have a project, create a new project for perfex crm click on the top left sidebar toggle icon, then go to apis & services and select credentials click create credentials and select api key from the dropdown copy the generated api key oauth2 0 instructions you need to generate your oauth client id login to your google developers console account create a new project or select an existing project navigate to the apis & services section and select credentials click on create credentials and select oauth client id if prompted, configure the consent screen by setting a product name and filling all required fields in the authorized javascript origins field, enter the correct domain name where your application is hosted complete the creation of the oauth client id copy the generated client id some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=perfex%20crm\&app slug=perfex crm community\&app unique id=perfex crm 8h1twk create the connection in {{product name}} log in in your make account , add the perfex crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your perfex crm or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page perfex crm modules after connecting to the perfex crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your account in the service, allowing you to store and manage their information easily create a customer adds a brand new customer to your account, saving their details in the system for future use create a lead adds a new lead to your account, capturing their details so you can track and manage potential customers within the system create a project adds a brand new project to your account, allowing you to start organizing tasks and resources within the system create a task adds a brand new task to your system, allowing you to specify details like the task name, description, and other relevant information create an invoice generates a new invoice within the system, allowing you to record and manage billing details for your transactions delete a contact permanently removes a specific contact from your address book or contact list, ensuring that their details are no longer stored in your records delete a customer permanently removes a customer record from your database, ensuring that all associated information for that customer is deleted delete a lead permanently removes a selected lead from your system, ensuring that all associated information for that lead is deleted delete a project permanently removes a selected project from your account on the service delete a task permanently removes a selected task from your account, helping you keep your task list organized and up to date delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer available in the system get a customer fetches detailed information about a specific customer, such as their contact details and account data get a lead fetches detailed information about a specific lead, including their contact details and any associated data get a project fetches detailed information about a specific project, including its key attributes and settings get a task fetches detailed information about a specific task, including its properties and current status get an invoice fetches detailed information about a specific invoice, including its status, amount, and related details list contacts fetches a complete list of all your contacts, allowing you to view and manage every contact stored in your account list customer contacts fetches and displays a list of your customer contacts, allowing you to view their details and manage your client information more easily list customers fetches a complete list of all customers from your account, allowing you to view and manage customer details easily list invoices fetches a complete list of all invoices from your account, allowing you to view and manage your billing records in one place list leads fetches a complete list of all leads from your account, allowing you to view and manage every lead in one place list projects fetches and lists all the projects available in your account, giving you an overview of every project you have access to list tasks fetches and displays a complete list of all your tasks, allowing you to view every task currently available in your account make an api call allows you to make a custom api request to the connected service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules update a contact updates an existing contact by adding or modifying their details with the new information you provide update a customer updates the details of an existing customer in your database, allowing you to modify information such as contact info, address, or other customer specific data update a lead updates the details of a selected lead, allowing you to modify their information such as name, contact details, or other relevant fields update a project updates the details of an existing project in the system, allowing you to modify information such as the project's name, description, status, or other relevant fields update a task allows you to update an existing task in the service by changing its details or making specific modifications, such as adjusting the title, description, due date, or other task attributes update an invoice allows you to update an existing invoice by modifying its details or adding new information as needed watch contacts triggers whenever a brand new contact is added to your system, allowing you to automatically take action whenever someone new is created in your contacts list watch customers triggers whenever a brand new customer profile is added to your system, allowing you to take action as soon as a new customer signs up watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to kick off automated workflows as soon as an invoice is created watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically take action as soon as a potential customer expresses interest watch projects triggers whenever a brand new project is added to your account, allowing you to automatically start workflows or actions based on the creation of that project watch tasks triggers whenever a brand new task is added, allowing you to kick off automated workflows as soon as a task is created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} perfex crm resources you can have access to more resources related to this app on the following links perfex crm website perfex crm documentation perfex crm api documentation perfex crm page on make