PerfexCRM + Ora Integration

Integrately lets you integrate PerfexCRM and Ora instantly - without any learning curve.

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Create Your Own PerfexCRM & Ora Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is created in Ora
Triggers the automation whenever a new task is created
Assignee is added to task in Ora
Triggers the automation whenever any task is assigned to someone
Comment is added to task in Ora
Triggers the automation whenever a comment is added to a task
Label is added to task in Ora
Triggers the automation whenever any task is labelled

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 card in Ora
Automatically generates a new card for a task
Add member to card in Ora
Automatically assigns a team member to a task card
Create comment in Ora
Automatically generates a new comment
Create list in Ora
Automatically generates a new list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Ora 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

Ora is your command center for team management. It's a tool that helps you and your team work with focus, develop habits, write better estimates & reports and track time efficiently.

See Ora Integrations