Connect Perfex CRM to Temsor

Both apps 26Perfex CRM 15Temsor 11

• Trigger
  New Contract

  Triggers when a new contract is added in Perfex CRM.

• Trigger
  New Customer

  Triggers when a new customer is added in Perfex CRM.

• Trigger
  New Estimate

  Triggers when a new estimate is added in Perfex CRM.

• Trigger
  New Invoice

  Triggers when a new invoice is added in Perfex CRM.

• Trigger
  New Lead

  Triggers when a new lead is added in Perfex CRM.

• Trigger
  New Payment

  Triggers when a new payment is added in Perfex CRM.

• Trigger
  New Project

  Triggers when a new project is added in Perfex CRM.

• Trigger
  New Proposal

  Triggers when a new proposal is added in Perfex CRM.

• Trigger
  New Task

  Triggers when a new task is added in Perfex CRM.

• Trigger
  New Ticket

  Triggers when a new support ticket is added in Perfex CRM.

• Action
  Create Customer

  Creates a customer (company) in Perfex CRM.

• Action
  Create Lead

  Creates a lead in Perfex CRM.

• Action
  Find Customer

  Finds the first Perfex CRM customer matching a search text.

• Action
  Update invoice

  Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.

• Action
  Update ticket

  Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.

• Action
  Close promise

  Marks an open call promise as kept or broken, with an optional short note, and returns the updated promise.

• Action
  Find calls by query

  Searches the call archive and returns the calls, call promises and extracted facts that match a text query, optionally narrowed by promise status, extension, competitor, date range or the extension a promise got stuck at.

• Action
  Get call

  Returns one call by its id, including its transfer path, handoff graph and count of open promises.

• Action
  List calls

  Returns the most recent calls in your Temsor call archive, with each call's direction, trunk, summary, transfer path and open promise count.

• Action
  List persons

  Returns the people seen in your call history — callers with their phones and names, and extensions seen on transfers — optionally filtered by call, kind or search text.

• Action
  List promises

  Returns the call promises tracked for agent handoff, filtered by status (open by default), each with its caller, promise text, transfer path and where it got stuck.

• Action
  Redact text

  Erases a caller's personal data from the Temsor call index — a promise, call, person, fact or utterance by id, or everything linked to a caller's phone number — by anonymizing or deleting it, and records an audit entry.

• Action
  Validate IBAN

  Validates an IBAN from any of 70+ countries, checking its checksum, country length and account structure, and returns the bank and branch codes plus a corrected suggestion when only the check digits are wrong.

• Action
  Validate phone number

  Validates a phone number and returns it in standard international (E.164) and national form, with its country and line type.

• Action
  Validate Turkish ID

  Validates a Turkish identifier — national ID (TCKN), tax number (VKN), IBAN, licence plate, IMEI, barcode, KEP address, MERSİS number, postal code or ISBN — detecting the type automatically when you don't specify it, and returns whether it is valid plus resolved details.

• Action
  Verify email

  Checks an email address: its syntax, whether the domain can receive mail, whether it is disposable or a role account, and suggests a correction for common domain typos.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.