Connect Perfex CRM and QuickBooks with powerful automation workflows. Build multi-step integrations using triggers and actions to sync data, automate conversations, and streamline business processes. Add AI, custom code, or webhooks when needed — pay for CPU time, not per-operation fees.
Choose a trigger and an action to build your workflow.
| Platform | 100K ops/mo | 1M ops/mo |
|---|---|---|
| Latenode | $19 | $59 |
| Zapier | $733–$898 | $3,299–$3,749 |
| Make | $80–$203 | $880–$1,647 |
| n8n Cloud | €72 | €720 |
| You save | $59–$879/mo | $719–$3,690/mo |
Sign up for Latenode (free) and click "Create New Scenario" to start building your Perfex CRM + QuickBooks workflow.
Search for Perfex CRM in the app panel and select the trigger event that should start your automation.
Authenticate your Perfex CRM account securely via OAuth or API key. Latenode never stores your passwords.
Add a QuickBooks node and choose the action to perform when the trigger fires.
Click "Run Once" to test your workflow, then hit "Deploy" to activate it. Your Perfex CRM + QuickBooks automation is now live!
Connecting Perfex CRM and QuickBooks eliminates manual data transfer and reduces errors. Instead of switching between apps, your workflows run automatically in the background.
With Latenode, you can create complex multi-step automations that go beyond simple point-to-point integrations. Add conditional logic, AI processing, data transformation, and connect with 1,200+ other apps — all in a single workflow.
Automate Perfex CRM tasks inside Latenode: update client details, trigger invoices, or send notifications. Use visual workflows to sync Perfex data with accounting software or marketing platforms. Add custom logic with JavaScript, control the browser for complex tasks, and scale without per-step costs.
Learn more about Perfex CRMTransform your financial management effortlessly with the new QuickBooks integration on the Latenode platform. This powerful tool streamlines your accounting tasks, allowing you to automate data transfers and synchronize financial records without any coding. Embrace a smarter way to handle your business finances and watch your productivity soar!
Learn more about QuickBooks
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