← Back to Home

Integration Templates

Ready-to-use templates and code examples for popular automation platforms

Automation Platform Templates

Download pre-built workflows and scenarios for your favorite automation tools

🔄

n8n

30+ templates

AI Ticket Classification

Classify and prioritize tickets using OpenAI with auto-assignment

OpenAI integrationAuto-priorityDepartment routingSlack alerts
Download Template

Lead to Customer Pipeline

Auto-create projects, tasks, and welcome emails when leads convert

Project creationTask automationWelcome emailSlack notification
Download Template

Weekly CRM Digest

Automated weekly summary of invoices, leads, tickets, and tasks

Multi-resourceEmail reportScheduledExecutive summary
Download Template

Zapier

Google Forms to PerfexCRM

Create leads from Google Form submissions

No-code setupField mappingFiltersMulti-step zaps
Download Template

Stripe Payment Sync

Sync Stripe payments with PerfexCRM invoices

Real-time syncPayment trackingStatus updatesWebhooks
Download Template
🔮

Make.com

Customer Onboarding

Complete customer onboarding automation

Multi-step workflowConditional logicData routingError recovery
Download Template

Lead Scoring System

Score and assign leads automatically

Scoring algorithmSmart routingTeam assignmentPriority tagging
Download Template
🔗

Pabbly Connect

Email to Task

Convert emails to PerfexCRM tasks

Email parsingTask creationAuto-assignmentPriority setting

Calendar Sync

Sync Google Calendar with PerfexCRM events

Two-way syncConflict resolutionAttendee mappingReminders
🧩

Activepieces

Slack Notifications

Send CRM events to Slack channels

Event filteringChannel routingRich formattingMentions

Data Backup

Automated backup to Google Drive

Scheduled backupIncremental syncCompressionVersion control

Code Examples

Integration examples in popular programming languages

cURL
curl -X POST https://your-perfexcrm.com/api/v1/leads \
  -H "X-API-KEY: pk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "+1234567890",
    "company": "Tech Corp",
    "source": "API"
  }'
JavaScript
const response = await fetch('https://your-perfexcrm.com/api/v1/leads', {
  method: 'POST',
  headers: {
    'X-API-KEY': 'pk_your_api_key_here',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    name: 'John Doe',
    email: 'john@example.com',
    phone: '+1234567890',
    company: 'Tech Corp',
    source: 'API'
  })
});

const lead = await response.json();
console.log('Lead created:', lead);
Python
import requests

url = "https://your-perfexcrm.com/api/v1/leads"
headers = {
    "X-API-KEY": "pk_your_api_key_here",
    "Content-Type": "application/json"
}
data = {
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "+1234567890",
    "company": "Tech Corp",
    "source": "API"
}

response = requests.post(url, json=data, headers=headers)
lead = response.json()
print(f"Lead created: {lead}")
PHP
<?php
$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://your-perfexcrm.com/api/v1/leads",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_POST => true,
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: pk_your_api_key_here",
    "Content-Type: application/json"
  ],
  CURLOPT_POSTFIELDS => json_encode([
    "name" => "John Doe",
    "email" => "john@example.com",
    "phone" => "+1234567890",
    "company" => "Tech Corp",
    "source" => "API"
  ])
]);

$response = curl_exec($curl);
$lead = json_decode($response, true);
curl_close($curl);

echo "Lead created: " . print_r($lead, true);

Visual Workflow Builder

Design your automation workflows visually

Trigger

Process

Action

1. Choose Trigger

Webhook, Schedule, Email, Form

2. Process Data

Filter, Transform, Validate, Enrich

3. Take Action

Create, Update, Notify, Log

Quick Start Guide

1

Get API Token

Generate your API token from PerfexCRM settings

2

Choose Platform

Select your preferred automation platform

3

Import Template

Download and import our ready-made templates

4

Customize & Deploy

Adjust settings and activate your workflow