About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

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

  • 3 July 2023
  • 3 replies
  • 69 views
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
Userlevel 7
Badge +14

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ray0517

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?

2 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@ray0517 

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions