PerfexCRM + Filestage Integration

Integrately lets you integrate PerfexCRM and Filestage instantly - without any learning curve.
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Create Automation

File is created in Filestage
File is approved in Filestage
Review decision is submitted in Filestage
Project is created in Filestage
Step is created in Filestage

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create project in Filestage
Upload file in Filestage
Create step in Filestage
Add reviewer to step in Filestage
Create comment in Filestage
Archive/Unarchive project in Filestage
Move file to step in Filestage
Create folder in Filestage
Search comment by file in Filestage

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate PerfexCRM & Filestage In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Filestage with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate PerfexCRM & Filestage With 1100+ 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

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage Integrations