When changed relations in Yoobi, sync it to Perfex CRM.

When customer relations are updated in Yoobi, keep corresponding lead and contact entries synced in Perfex CRM.

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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.

Yoobi Explore Yoobi →

Triggers

New page created

Fires when a new page or doc is created in Yoobi.

Record added

Fires when a new record is added to a database or table in Yoobi.

Doc published

Fires when a doc in Yoobi is published or shared.

Status changed

Fires when a status field changes on a record in Yoobi.

Actions

Create page from template

Starts a new page in Yoobi from a saved template.

Add or update record

Creates or updates a record in Yoobi.

Append text

Adds text to the end of an existing doc in Yoobi.

Move page

Moves a page in Yoobi into a different space.

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.

Build client onboarding hubs for won deals When a deal is won in Perfex, automatically create a page from a template in Yoobi to house client handoff and onboarding materials. See details

Log meeting summary documents to contact timelines When a document is published in Yoobi, automatically log an activity on the corresponding contact in Perfex so sales reps stay updated. See details

Sync document statuses with sales deal stages When a deal stage changed in Perfex, automatically update the matching project record status in Yoobi to keep cross-functional teams informed. See details

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

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FAQ

Common questions

Can Knit build “When changed relations in Yoobi, sync it to Perfex CRM.” between Yoobi and Perfex?

Yes — describe it in the box above and Knit's Integrations Agent researches Yoobi and Perfex'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.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in Perfex can automatically create a client onboarding hub from a template in Yoobi.

How can published client docs update our sales records?

Publishing research notes or customer documents in Yoobi can automatically log activities on contact profiles in Perfex.