Create PerfexCRM task for new WorkflowMAX job task
WorkflowMAX + PerfexCRM Integration
PerfexCRM + WorkflowMAX Integration
Connect PerfexCRM to WorkflowMAX in 1 click
Free forever.Use premium features free for 14 days.1.
New cost is created in WorkflowMAX- Job task is added in WorkflowMAX
- Invoice is created in WorkflowMAX
- Timesheet is created in WorkflowMAX
- PO Bill is created in WorkflowMAX
- Quote is accepted in WorkflowMAX
- Job task is updated in WorkflowMAX
- New PO stock receipt is created in WorkflowMAX
- New quote is issued in WorkflowMAX
- Purchase order is created in WorkflowMAX
- Job is updated in WorkflowMAX
- New supplier is created in WorkflowMAX
- Lead is created in WorkflowMAX
- Client is created in WorkflowMAX
- Job is created in WorkflowMAX
- Task is created in WorkflowMAX
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 client in WorkflowMAX
- Create job in WorkflowMAX
- Create job cost in WorkflowMAX
- Create lead in WorkflowMAX
- Create purchase order in WorkflowMAX
- Create timesheet in WorkflowMAX
- Create cost admin in WorkflowMAX
- Create task admin in WorkflowMAX
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Create PerfexCRM contact for new WorkflowMAX job task
WorkflowMAX + PerfexCRM Integration
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