Ready-to-use templates and code examples for popular automation platforms
Download pre-built workflows and scenarios for your favorite automation tools
Classify and prioritize tickets using OpenAI with auto-assignment
Auto-create projects, tasks, and welcome emails when leads convert
Automated weekly summary of invoices, leads, tickets, and tasks
Create leads from Google Form submissions
Sync Stripe payments with PerfexCRM invoices
Complete customer onboarding automation
Score and assign leads automatically
Convert emails to PerfexCRM tasks
Sync Google Calendar with PerfexCRM events
Send CRM events to Slack channels
Automated backup to Google Drive
Integration examples in popular programming languages
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"
}'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);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
$curl = curl_init();
curl_setopt_array($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);Design your automation workflows visually
Trigger
Process
Action
Webhook, Schedule, Email, Form
Filter, Transform, Validate, Enrich
Create, Update, Notify, Log
Generate your API token from PerfexCRM settings
Select your preferred automation platform
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Adjust settings and activate your workflow