Perfex + Shopify Integrations, Built by an AI Agent
Put Perfex + Shopify to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Perfex and Shopify
See the kind of workflows teams build with Perfex and Shopify below — describe the exact one you want above and the Agent builds it on demand.
Perfex + Shopify
When a payment is recorded in Perfex CRM, sync transaction metrics to Shopify.
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Log sales activity when shoppers abandon their cart
When a customer abandons their cart in Shopify, automatically log an activity and create or update the contact in Perfex so sales can follow up.
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Create sales deals for high-performing partners
When a new affiliate commission is earned in Shopify, automatically create a deal in Perfex to track partner revenue expansion.
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Execute custom store requests when CRM deals close
When a deal is marked won in Perfex, automatically make a custom API request in Shopify to provision partner perks or VIP access.
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Browse the full workflow library →
Looking to achieve something else with Perfex and Shopify?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Perfex and Shopify
Everything Perfex and Shopify can do inside a workflow — the triggers that start one and the actions that run when it fires.
Perfex Explore Perfex →
Perfex CRM is a self-hosted customer relationship management software tailored for agencies, freelancers, and small businesses.
TriggersTriggers when a new contract created.
Triggers when a new customer is created.
Triggers when a new estimate is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new payment is created.
Creates a TimeSheet in the system
Creates a Contract in the system.
Creates a Customer in the system.
Creates an Invoice in the system.
Creates a Lead in the system.
Creates a Project in the system
Shopify Explore Shopify →
Shopify is an e-commerce platform that allows businesses to build online storefronts, manage inventory, and process retail sales.
TriggersTriggers when a new blog is added to your Shopify store.
Triggers when a new entry is added to a blog in your Shopify store.
Triggers when an order risk level is medium, high or both.
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
Triggers whenever an order is cancelled (with line item support).
Triggers when a new company is created.
Adds a line item to an existing order.
Adds one or more tags to a customer.
Creates a new blog post.
Captures payment for an authorized transaction on an order.
Creates a new company location for B2B commerce.
Creates a new company.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other eCommerce apps on Knit
Explore more eCommerce integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AbleCommerce
AbleCommerce is an e-commerce platform that allows businesses to build customized online stores and manage digital retail sales.
ablefy
ablefy is an e-commerce platform that enables businesses to market and sell digital products, courses, and memberships.
Agiliron
Agiliron is an omnichannel commerce platform that helps businesses manage inventory, orders, retail sales, and point-of-sale operations.
Amazoner Central
A merchant management web interface that enables brands and third-party merchants to sell products directly on Amazon.
AmeriCommerce
AmeriCommerce is an e-commerce platform that allows merchants to build online stores, manage product catalogs, and process digital sales.
Amilia
Amilia is an e-commerce and registration management platform built for community, recreation, and activity-focused organizations.
B2B Wave
B2B Wave is a business-to-business e-commerce software designed for wholesale distributors, manufacturers, and brands to accept digital orders.
Back in Stock
Back in Stock is an eCommerce notification tool that alerts online shoppers automatically when out-of-stock inventory becomes available again.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Perfex + Shopify
Is there a pre-built Perfex + Shopify automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Perfex and Shopify's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Perfex or Shopify connector?
No. The Agent works whether or not Perfex or Shopify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Shopify to Perfex support sales teams?
It lets your team follow up on high-value interactions from Shopify, such as abandoned carts or new affiliate approvals, by updating lead records in Perfex.
Can affiliate activity in Shopify be tracked inside Perfex?
Yes, when new affiliates are approved or earn commissions in Shopify, customer profiles and deal history update automatically in Perfex.