Erxes + Prefinery Integration

Connect Erxes to Prefinery - Automate your workflows in 1-click

Set up Erxes and Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Erxes & Prefinery using Integrately.

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Ready Workflows For Erxes + Prefinery Integration

Just click on the workflow you want to automate

Create Prefinery user for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new Prefinery user and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create Your Own Erxes & Prefinery Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Customer is created in Erxes
Triggers the automation when a new customer is created
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
Instant
Company is created in Erxes
Triggers the automation when a new company is created
Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Instant
User is created in Prefinery
Triggers the automation when a new user is created
Instant
User applied for campaign in Prefinery
Triggers the automation when a user applies for a prelaunch or referral campaign
Instant
User is invited in Prefinery
Triggers the automation when a user is invited
Instant
User actively participates in Prefinery
Triggers the automation when a user actively participates in an event
Instant
User is rejected in Prefinery
Triggers the automation when a user is rejected
Instant
User has resubscribed in Prefinery
Triggers the automation when a user re-subscribes
Instant
User is suspended in Prefinery
Triggers the automation when user account is suspended
Instant
User is unconfirmed in Prefinery
Triggers the automation when a user is unconfirmed
Instant
User is updated in Prefinery
Triggers the automation when the details of any are updated
Instant
User is imported in Prefinery
Triggers the automation when a new user is imported
Instant
User is deleted in Prefinery
Triggers the automation when any user is deleted
Instant
Referral created in Prefinery
Triggers the automation when a referral is created
Instant
Reward earned in Prefinery
Triggers the automation when a reward is earned
Instant
Reward delivered in Prefinery
Triggers the automation when a reward is delivered
Instant
Reward revoked in Prefinery
Triggers the automation when a reward is taken away
Instant
User has unsubscribed in Prefinery
Triggers the automation when a user unsubscribes from emails
Instant

Create user in Prefinery
Generates a new user account
Unsubscribe user in Prefinery
Removes user from mailing list
Trigger rewards in Prefinery
Initiates rewards

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Integrate Erxes & Prefinery In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Erxes or Prefinery With 1200+ Other Apps

Erxes is a friendly, efficient and customer-centric chatbot that gets to know your customers better with every conversation. Our AI learns from the data you input to provide a personalized experience for all your users.

See Erxes Integrations

Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.

See Prefinery Integrations