PerfexCRM + Toodledo Integration

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Create Your Own PerfexCRM & Toodledo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New task is created in Toodledo
Triggers the automation when a new task is created
Task is marked completed in Toodledo
Triggers the automation when any task is marked completed
Task is assigned to a context in Toodledo
Triggers the automation when a task is assigned to a context
New starred task is added in Toodledo
Triggers the automation when a new starred task is added
New task is added in a folder in Toodledo
Triggers the automation when a new task is added to a folder
New note is created in Toodledo
Triggers the automation when a new note is created
New folder is created in Toodledo
Triggers the automation when a new folder is created
New context is created in Toodledo
Triggers the automation when a new context is created

Create lead in PerfexCRM
Generates new leads for potential customers
Search lead in PerfexCRM
Retrieves information for a particular lead
Create customer in PerfexCRM
Adds a new customer to the database
Create ticket in PerfexCRM
Generates a new ticket
Search customer in PerfexCRM
Locates and retrieves customer information
Update customer in PerfexCRM
Updates a customer's information
Create task in PerfexCRM
Creates a new task
Create contact in PerfexCRM
Adds a new contact to the database
Create invoice in PerfexCRM
Generates invoices for sales transactions
Search invoice in PerfexCRM
Locates and retrieves invoices with
Update task in PerfexCRM
Updates the task with new information or changes
Search task in PerfexCRM
Searches for a task
Create project in PerfexCRM
Creates a new project
Search project in PerfexCRM
Searches for a project
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Searches for a ticket
Create a new task in Toodledo
Creates a new task
Create a new context in Toodledo
Creates a new context
Create a new note in Toodledo
Creates a new note
Create a new folder in Toodledo
Creates a new folder

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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Toodledo 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

Toodledo combines the best of organizational apps with the simplicity of a notepad. Use it to create lists, notes, reminders, and checklists for work, school, home, and play. It's fast and easy to use all day long.

See Toodledo Integrations