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

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

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?

@ray0517 

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

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