Skip to main content
Question

How to pass new appointment and customer info from LatePoint to perfex CRM?


ray0517

how to pass new appointment and customer info from LatePoint to perfex CRM?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • July 3, 2023

Hi @ray0517 

Good question.

A GSearch returned this help article from LatePoint about configuring Zaps: https://wpdocs.latepoint.com/how-to-use-webhooks-add-on/

Perfex Zap app available triggers/actions: https://zapier.com/apps/perfex-crm/integrations#triggers-and-actions


ray0517
  • Author
  • New
  • July 4, 2023

Perfex Zap app available triggers/actions: https://zapier.com/apps/perfex-crm/integrations#triggers-and-actions

 

when I click on sign in button on the page, it tries to load zapier admin configure page, resulted in page not found error

 

Can you help?


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • July 5, 2023

@ray0517 

Try connecting the Perfex app in Zapier here: https://zapier.com/app/connections