Connect Perfex CRM and QuickFile 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 + QuickFile 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 QuickFile 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 + QuickFile automation is now live!
Connecting Perfex CRM and QuickFile 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 CRMQuickFile transforms document management by integrating seamlessly into Latenode workflows. Automate file organization, metadata extraction, and routing across teams without manual sorting. Use AI-powered nodes to classify incoming documents, trigger approvals, and sync data with CRM or project management tools. Headless browser nodes enable web-based file parsing, while JavaScript customization lets you build complex routing logic. Pay only for execution time, scale effortlessly, and remove bottlenecks in document-driven processes like invoicing, contract management, or compliance tracking.
Learn more about QuickFile
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