PerfexCRM + Checkvist Integration

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Create Your Own PerfexCRM & Checkvist Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

List item is created in Checkvist
Triggers the automation whenever a new item is added to a list
List is created in Checkvist
Triggers the automation whenever a new list is created

Create lead in PerfexCRM
Automatically generates new leads for potential customers
Search lead in PerfexCRM
Automatically retrieves information for a particular lead
Create customer in PerfexCRM
Automatically adds a new customer to the database
Create ticket in PerfexCRM
Automatically generates a new ticket
Search customer in PerfexCRM
Automatically locate and retrieve customer information
Update customer in PerfexCRM
Automatically updates a customer's information
Create task in PerfexCRM
Automatically creates a new task
Create contact in PerfexCRM
Automatically adds a new contact to the database
Create invoice in PerfexCRM
Automatically generates invoices for sales transactions
Search invoice in PerfexCRM
Automatically locate and retrieve invoices with
Update task in PerfexCRM
Automatically updates the task with new information or changes
Search task in PerfexCRM
Automatically searches for a task
Create project in PerfexCRM
Automatically creates a new project
Search project in PerfexCRM
Automatically searches for a project
Add staff in PerfexCRM
Automatically assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Automatically searches for a ticket
Create list in Checkvist
Automatically generates a new list
Create list item in Checkvist
Automatically adds a new item to a list

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Popular Alternative

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Integrate PerfexCRM & Checkvist In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Checkvist With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.

See Checkvist Integrations