Perfex CRM by Maxmel Tech

perfex crm is a cloud based platform for managing customers, projects, invoices, leads, and support integrating with make com enables workflow automation, syncing data, and streamlining business processes across multiple tools and services for greater efficiency 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 https //help perfexcrm com/ 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, https //www perfexcrm com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/perfex crm community/ 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 oauth2 0 oauth2 0 instructions you need to generate your client id and client secret go to the google developer console create a new project or select an existing project add a name to your project click on library and enable gmail api click on credentials and select oauth client id under create credentials choose the web application option if prompted, set the consent screen to external enter the app name and support email in the authorized domains section, add your perfex crm installation domain copy the redirect url from your perfex crm installation and add it to the authorized redirect uris give the application a name and enter your domain url under authorized javascript origins click create to generate the client id and client secret copy the client id and client secret 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 new customer profile to your system, allowing you to store and manage their information for future interactions create a lead adds a new lead to your account, capturing important details about a potential customer in the system create a project creates a brand new project within the system, allowing you to start organizing tasks, resources, and team members from scratch create a task adds a brand new task to your account, allowing you to specify details such as the task name, description, due date, 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 selected contact from your address book or contact list, ensuring that the contact's information is no longer stored in your system delete a customer permanently removes a customer record from your database, ensuring that all their associated information 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, ensuring it is no longer available in the service 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 retrieves 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 contents and status list contacts retrieves a complete list of all your contacts, allowing you to view and manage everyone stored in your account list customer contacts fetches and displays a list of customer contact details from your account, making it easy to view and manage your customer information list customers retrieves a complete list of all customers from your account, allowing you to view and manage customer details in one place list invoices fetches a complete list of all invoices from your account, allowing you to view and manage every invoice in one place list leads retrieves 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 in your account, giving you an overview of every project you have 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, authorized api request to the connected service, enabling you to interact with any available endpoint beyond the standard modules update a contact updates an existing contact’s details with the new information you provide, ensuring your contact records stay current update a customer updates an existing customer’s information in your database, allowing you to modify details such as name, contact info, or other customer related fields update a lead updates the details of a selected lead, allowing you to modify their information as needed 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 updates an existing task in the service by applying your specified changes, such as adjusting the task’s details, status, or other information update an invoice allows you to update an existing invoice by modifying its details or adding new information, ensuring your invoice stays accurate and up to date watch contacts triggers whenever a brand new contact is added to your system, allowing you to automatically kick off workflows or actions whenever someone new joins your contact list watch customers triggers whenever a brand new customer profile is added to your system, allowing you to automatically take action whenever 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 start workflows or take action as soon as a potential customer expresses interest watch projects triggers whenever a brand new project is added, allowing you to automatically kick off workflows or actions whenever a project is created in your connected app watch tasks triggers when a brand new task is added to your account, allowing you to automatically start workflows whenever a task is created templates you can look for more templates in https //www make com/en/templates , 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 https //www perfexcrm com/ https //www perfexcrm com/documentations/ https //help perfexcrm com/ https //www make com/en/integrations/perfex crm community