PerfexCRM + Clust Integration

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PerfexCRM + Clust Integration
1.
  • Clust
    Item document is uploaded in Clust Instant
  • Clust
    Item econtract is signed in Clust Instant
  • Clust
    Application is submitted in Clust Instant
  • Clust
    Application stage is changed in Clust Instant
  • Clust
    Application is created in Clust Instant
  • Clust
    Item is approved in Clust Instant
  • Clust
    Application is closed in Clust Instant
  • Clust
    Item task is completed in Clust Instant
  • Clust
    Item form is completed in Clust Instant
  • Clust
    Item payment is received in Clust Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Clust
    Search dossier item by ID in Clust
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