Perfex + Twilio Integrations, Built by an AI Agent
Put Perfex + Twilio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Perfex and Twilio
See the kind of workflows teams build with Perfex and Twilio below — describe the exact one you want above and the Agent builds it on demand.
Perfex + Twilio
When a new lead is logged in Perfex CRM, send a welcome SMS message via Twilio.
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Send text messages to newly created leads
When a new lead is created in Perfex, automatically send a welcome SMS via Twilio to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in Perfex.
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Dispatch text confirmations on won deals
When a deal is won in Perfex, send an automated SMS via Twilio to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Perfex and Twilio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Perfex and Twilio
Everything Perfex and Twilio 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
Twilio Explore Twilio →
Twilio is a cloud communications platform that provides APIs for sending text messages, making voice calls, and handling messaging.
TriggersTriggers when you add a new phone number.
Triggers when a call is finished on your Twilio number.
Triggers when a new recording is available on your account.
Triggers when an SMS is sent to your Twilio number.
Triggers when a new transcription is available on your account.
Triggers when a WhatsApp message is sent to your Twilio number.
Call a number or numbers and say a message.
Send a WhatsApp message to one or more recipients.
Send a SMS to a number or numbers.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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1CRM
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1FIT
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AccuLynx
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Act!
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Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
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Abby Connect
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Adversus Dialer
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Aircall
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allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
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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 + Twilio
Is there a pre-built Perfex + Twilio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Perfex and Twilio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Perfex or Twilio connector?
No. The Agent works whether or not Perfex or Twilio 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 Perfex and Twilio help track phone communications?
Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside Perfex.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Perfex can prompt Twilio to send an automated SMS confirmation or message to the client.