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Question

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

  • July 3, 2023
  • 3 replies
  • 104 views

ray0517

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

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • 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