30 Production-Ready Workflows for PerfexCRM Automation
Automatically send reminder emails when invoices become overdue with customer details
Post a Slack notification to #payments when an invoice is marked as paid
Scheduled daily check for overdue invoices with automated summary email report
Send automated thank-you emails to customers when payments are recorded
Route credit notes by value - high-value to Slack #finance, standard to email
Auto-create PerfexCRM invoices from WooCommerce orders with customer matching
Receive leads from external forms via webhook and create them in PerfexCRM
Round-robin assign new leads to sales staff with Slack notifications
Score leads using OpenAI based on company, source, and description with auto-prioritization
Auto-create project, onboarding tasks, and welcome email when a lead converts
Automatically convert accepted estimates to invoices with Slack notification
Multi-step email drip sequence for new leads: welcome, value proposition, and case study
Classify tickets by category, priority, and department using OpenAI with auto-assignment
Send context-aware auto-replies based on ticket subject (billing, bug, general)
Post ticket events (created, replied, status changed, assigned) to Slack #support
Escalate tickets when priority changes to critical - email staff and alert Slack
Daily scan for tickets answered 7+ days ago with no reply, auto-close them
Send customer satisfaction survey 1 hour after ticket closure with Google Sheets logging
Auto-create onboarding project with 3 tasks, welcome email, and Slack notification
Auto-generate standard project tasks (kickoff, design, dev, QA, launch) on project creation
Email assignee and post Slack alert when tasks become overdue
Monday morning email report aggregating staff hours from the past week
Automatically sync new customers to a Google Sheets spreadsheet for tracking and reporting
Wait 3 days after proposal is sent, then send follow-up email if still pending
Create renewal task and email customer when contracts are about to expire
Route expenses over $100 to Slack for approval, auto-approve smaller amounts
Auto-create project, invoice, and send welcome email when a contract is signed
Monday morning email with summary of invoices, leads, tickets, and tasks
Monitor staff logins, password changes, and permission changes in Slack #security
Notify billing team via email and Slack when new subscriptions are created
Click download on any template to get the JSON file
Go to your n8n instance and create a new workflow
Use "Import from File" and select the downloaded template
Add your PerfexCRM API credentials and activate