When new contract in Perfex CRM, sync it to WHMCS.

When a new contract is created in Perfex CRM, sync contract and hosting details to WHMCS.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Perfex Explore Perfex →

Triggers

New contact or lead

Fires when a new contact or lead is added to Perfex.

Contact updated

Fires when a field on a contact changes in Perfex.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Perfex.

Deal won

Fires when a deal is marked won in Perfex.

Actions

Create or update contact

Creates or updates a contact in Perfex.

Create deal

Creates a new deal in Perfex.

Update record stage

Moves a deal or record to a new stage in Perfex.

Log activity

Logs a call, email, or note against a record in Perfex.

WHMCS Explore WHMCS →

Triggers

New customer

Fires when a new customer is created in WHMCS.

Subscription canceled

Fires when a subscription is canceled in WHMCS.

New invoice generated

Fires when a new invoice is generated in WHMCS.

Payment failed

Fires when a payment attempt fails in WHMCS.

Actions

Create customer

Creates a new customer in WHMCS.

Create subscription

Creates a new subscription in WHMCS.

Cancel subscription

Cancels an existing subscription in WHMCS.

Update customer

Updates a customer's billing details in WHMCS.

Convert won deals into paying customers When a deal is marked won in Perfex, automatically create a new customer in WHMCS to start subscription billing. See details

Log canceled subscriptions on CRM deals When a subscription is canceled in WHMCS, update the deal stage in Perfex so sales reps can attempt churn recovery. See details

Track invoice generation in customer activity logs When a new invoice is generated in WHMCS, log an activity record on the contact profile in Perfex. See details

See all Perfex + WHMCS integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new contract in Perfex CRM, sync it to WHMCS.” between Perfex and WHMCS?

Yes — describe it in the box above and Knit's Integrations Agent researches Perfex and WHMCS's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting WHMCS and Perfex help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within Perfex without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in Perfex can instantly create a corresponding customer account in WHMCS to streamline invoicing.