When Item is unassigned in VivifyScrum > Check any condition > Add staff in PerfexCRM
VivifyScrum + PerfexCRM Integration
PerfexCRM + VivifyScrum Integration
Integrate PerfexCRM to VivifyScrum in one click, or tell Integrately AI how you want each item handled. Track scrum items, create corresponding tasks in PerfexCRM, update your project boards, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Comment is created in VivifyScrum Instant- Comment is edited in VivifyScrum Instant
- Comment is deleted in VivifyScrum Instant
- All event trigger in VivifyScrum Instant
- Item is unassigned in VivifyScrum Instant
- Item reviewer is assigned in VivifyScrum Instant
- Item reviewer is unassigned in VivifyScrum Instant
- Item is moved in VivifyScrum Instant
- Item is created in VivifyScrum Instant
- Item is assigned in VivifyScrum Instant
- Label is added to an Item in VivifyScrum Instant
- Label is removed from an Item in VivifyScrum Instant
- Sub-item is added in VivifyScrum Instant
- Sub-item is deleted in VivifyScrum Instant
- File is added in VivifyScrum Instant
- File is deleted in VivifyScrum Instant
- Sprint is created in VivifyScrum Instant
- Sprint is started in VivifyScrum Instant
- Sprint is reordered in VivifyScrum Instant
- Sprint is finished in VivifyScrum Instant
- Checklist is created in VivifyScrum Instant
- Checklist is deleted in VivifyScrum Instant
- Checklist is edited in VivifyScrum Instant
2.
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 item in VivifyScrum
- Delete item in VivifyScrum
- Get item by id in VivifyScrum
- Update item in VivifyScrum
Trusted by experts at...
Ready Workflows for PerfexCRM + VivifyScrum Integration
Create tasks from new scrum items, update project records, sync board comments, and notify team members, all in just one click.
Most popular automations
When Item is assigned in VivifyScrum > Check any condition > Create lead in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Label is added to an Item in VivifyScrum > Check any condition > Add staff in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Label is added to an Item in VivifyScrum > Check any condition > Create lead in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Label is removed from an Item in VivifyScrum > Check any condition > Add staff in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Label is removed from an Item in VivifyScrum > Check any condition > Create lead in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Subitem is added in VivifyScrum > Check any condition > Add staff in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Subitem is added in VivifyScrum > Check any condition > Create lead in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Subitem is deleted in VivifyScrum > Check any condition > Add staff in PerfexCRM
VivifyScrum + PerfexCRM Integration
When Subitem is deleted in VivifyScrum > Check any condition > Create lead in PerfexCRM
VivifyScrum + PerfexCRM Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your PerfexCRM + VivifyScrum flow
Send board updates to communication channels, log sprint files in cloud storage, and track development hours across your workflow. Pick a combination and activate it in one click.
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Trello (4)
Trello (4) +
Slack (4)
Slack (4) +
GitHub (3)
GitHub (3) +
Google Drive (3)
Google Drive (3) +
Toggl (3)
Toggl (3) +
Gmail (3)
Gmail (3) V
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When an item is created in VivifyScrum, create a corresponding task in PerfexCRM and add a card in Trello
New VivifyScrum items instantly generate tasks in PerfexCRM and matching cards in Trello, keeping your project management boards fully aligned.
V
P
T
When a comment is created in VivifyScrum, update the PerfexCRM task and add a comment on Trello
Sprint discussions in VivifyScrum automatically sync across PerfexCRM tasks and Trello cards so every team member stays informed.
V
P
T
When an item is moved in VivifyScrum, update the PerfexCRM project and move the Trello card
Board progression in VivifyScrum automatically updates PerfexCRM project statuses and moves matching Trello cards in real time.
V
C
P
T
Use Claude to summarise VivifyScrum item updates, create a PerfexCRM task, and post the summary to Trello
Claude generates concise summaries of VivifyScrum item updates before creating PerfexCRM tasks and posting briefing cards in Trello.
Supported triggers and actions for PerfexCRM and VivifyScrum
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
VivifyScrum Triggers & Actions
Instant
Comment is created in VivifyScrum
Triggers the automation when a new comment is created
Try it → Instant
Comment is edited in VivifyScrum
Triggers the automation when any existing comment is edited
Try it → Instant
Item is unassigned in VivifyScrum
Triggers the automation when the assignee of any item is removed
Try it → Instant
Item reviewer is assigned in VivifyScrum
Triggers the automation when a reviewer is assigned to any item
Try it → Instant
Item reviewer is unassigned in VivifyScrum
Triggers the automation when the reviewer of any item is unassigned
Try it → Instant
Item is assigned in VivifyScrum
Triggers the automation when an item is assigned to a team member
Try it → Instant
Label is added to an Item in VivifyScrum
Triggers the automation when any item is labelled
Try it → Instant
Label is removed from an Item in VivifyScrum
Triggers the automation when a label is removed from any item
Try it → Instant
Sub-item is deleted in VivifyScrum
Triggers the automation when a subitem is deleted
Try it → Instant
File is added in VivifyScrum
Triggers the automation when a particular action in the workflow fails
Try it → Instant
File is deleted in VivifyScrum
Triggers the automation when a particular action in the workflow fails
Try it → Instant
Sprint is reordered in VivifyScrum
Triggers the automation when a sprint is reordered
Try it → Instant
Checklist is created in VivifyScrum
Triggers the automation when a new checklist is created
Try it → Instant
Checklist is deleted in VivifyScrum
Triggers the automation when any checklist is deleted
Try it → Instant
Checklist is edited in VivifyScrum
Triggers the automation when any checklist is edited
Try it → What can you automate with PerfexCRM + VivifyScrum?
Streamline your development and client operations by connecting scrum boards directly to your CRM tasks and invoices.
📋
Create PerfexCRM tasks from VivifyScrum items
Every new item created in VivifyScrum automatically generates a corresponding task in PerfexCRM. Backlog items move into your client management system instantly.
📝
Capture every submitted comment and description field
Map detailed item descriptions, custom field values, and team comments directly into your PerfexCRM task notes. No project detail gets left behind.
🔔
Alert team members the moment items change
Trigger instant team notifications in your messaging channels whenever scrum items are assigned, moved, or updated.
🔀
Route tasks conditionally based on submitted labels
Apply conditional rules to route high-priority items to specific PerfexCRM customer profiles while routine tasks land in standard queues.
🔄
Keep client projects updated as sprint boards change
Synchronise item movements across VivifyScrum and PerfexCRM so your project stages remain accurate in real time.
🔍
Search and update records instead of creating duplicates
Look up existing PerfexCRM customer and task records before creating new entries to prevent duplicate data accumulation.
⏱️
Manage sprint completions and invoicing updates
Automatically update billing data, invoices, and project statuses when sprints are finished or items are marked as done.
🔌
Extend your workflow with communication apps
Connect your core automation flow to Slack or Trello to keep external teams and collaboration boards fully informed.
And much more...
Who is PerfexCRM + VivifyScrum integration for?
Operations managers and project leads who need direct synchronisation between scrum boards and client management systems to keep teams aligned.
Financial analysts
Project managers
Client success leads
Operations directors
Product owners
Compliance officers
📊
Financial analysts
You are reviewing client project budgets in PerfexCRM, but expense updates from development boards arrive late, so your financial reports always reflect outdated hours — automating both apps means your financial records always reflect current scrum data.
⚡
Project managers
You are managing client deliverables in PerfexCRM, but item changes in VivifyScrum surface hours after they occur — with this integration, every item update triggers immediate task changes so you never miss a deadline.
🤝
Client success leads
You are updating client stakeholders via PerfexCRM communications, but team progress data stays trapped in VivifyScrum boards — automating both apps means your client updates are always accurate and timely.
📈
Operations directors
You are tracking hundreds of client tasks across PerfexCRM, but manual logging cannot keep pace with fast-moving VivifyScrum sprints — this integration means every scrum event updates your records automatically.
🎯
Product owners
You are assigning development tasks in PerfexCRM, but developer handoffs from VivifyScrum boards require constant manual checking — automating both apps means your workflow transitions smoothly without bottlenecks.
🗂️
Compliance officers
You are auditing project activity histories in PerfexCRM, but scattered sprint comments leave missing records in your audit trails — connecting these apps means every activity log is captured completely.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate PerfexCRM + VivifyScrum
Build and manage your PerfexCRM + VivifyScrum automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + VivifyScrum with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect PerfexCRM to VivifyScrum?
You can connect PerfexCRM to VivifyScrum in one click using ready templates or by asking Integrately AI to build the workflow. Add supporting tools like Slack, Trello, or Google Drive whenever your process needs extra steps.
Can I automatically create PerfexCRM tasks when a new item is created in VivifyScrum?
Can I connect PerfexCRM, VivifyScrum, and Slack?
What is a good Zapier alternative for PerfexCRM and VivifyScrum?
How does PerfexCRM handle incoming task updates from VivifyScrum?
Can VivifyScrum triggers update existing PerfexCRM customer records?
Do I need coding skills to automate PerfexCRM and VivifyScrum?
Is the PerfexCRM and VivifyScrum integration free?
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