Arthur Online + PerfexCRM Integration

Integrate Arthur Online to PerfexCRM in one click, or tell Integrately AI how you want each tenancy handled. Create customer records, assign tasks, generate invoices, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Arthur Online
    Task is created in Arthur Online Instant
  • Arthur Online
    Task is updated in Arthur Online Instant
  • Arthur Online
    Document is created in Arthur Online Instant
  • Arthur Online
    Viewing is added in Arthur Online Instant
  • Arthur Online
    Viewing is updated in Arthur Online Instant
  • Arthur Online
    Tenancy is updated in Arthur Online Instant
  • Arthur Online
    Unit is available to let in Arthur Online Instant
  • Arthur Online
    Tenancy is added in Arthur Online Instant
Arrow Right
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

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Ready WorkflowsReady Workflows   for Arthur Online + PerfexCRM Integration

Sync new tenancies, create customer accounts, generate invoices, open tasks, and track projects, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Arthur Online + PerfexCRM flow

Capture documents, sync billing details, send team notifications, and sign agreements as your property data moves through your CRM. Pick a combination and activate it in one click.

Arthur Online
PerfexCRM
+
Google DriveGoogle Drive (4)
+
XeroXero (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
DocuSignDocuSign (4)
A
G
P
When a document is created in Arthur Online, upload it to Google Drive and create a task in PerfexCRM.
Property documents uploaded in Arthur Online instantly back up to Google Drive while creating a follow-up task in PerfexCRM, eliminating manual file sorting.
A
G
P
When a tenancy is added in Arthur Online, create a dedicated folder in Google Drive and add a customer in PerfexCRM.
New tenancies automatically organise your Google Drive storage while establishing a customer profile in PerfexCRM without administrative lag.
A
G
P
When a task is created in Arthur Online, save the attachment in Google Drive and update the task in PerfexCRM.
Arthur Online task attachments safely store in Google Drive while updating the corresponding task status in PerfexCRM.
A
G
P
When a viewing is added in Arthur Online, store viewing notes in Google Drive and create a lead in PerfexCRM.
Property viewing details saved to Google Drive create an immediate sales lead in PerfexCRM for prospective tenants.

Supported triggers and actions for Arthur Online and PerfexCRM

Mix and match to build the exact automation you need

Arthur Online
Arthur Online Triggers & Actions
Instant
Task is created in Arthur Online
Triggers the automation when a new task is created
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Instant
Task is updated in Arthur Online
Triggers the automation when any task is updated
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Instant
Document is created in Arthur Online
Triggers the automation when a new document is created
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Instant
Viewing is added in Arthur Online
Triggers the automation when a user views something
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Instant
Viewing is updated in Arthur Online
Triggers the automation when you view a item or page
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Instant
Tenancy is updated in Arthur Online
Triggers the automation when any tenancy is modified
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Instant
Unit is available to let in Arthur Online
Triggers the automation when a unit becomes available to let
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Instant
Tenancy is added in Arthur Online
Triggers the automation when a new tenancy is added
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No action is available
PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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What can you automate with Arthur Online + PerfexCRM?

Streamline property management and CRM operations with robust automation workflows.

What you can automate?
🏠
Sync new tenancies to customer records
Automatically generate a customer profile in PerfexCRM the moment a tenancy is added in Arthur Online, keeping client databases perfectly aligned with lease agreements.
📄
Capture every document and property detail
Transfer lease agreements, inspection documents, and viewing notes from Arthur Online straight into PerfexCRM without missing crucial file attachments.
🔔
Alert your team instantly on new events
Trigger instant team notifications whenever a task is created or a unit becomes available to let in Arthur Online, ensuring staff respond immediately.
🔀
Route records based on tenancy type
Perform different actions in PerfexCRM depending on lease terms or property categories submitted in Arthur Online.
🔄
Keep customer profiles up to date
Automatically update PerfexCRM customer details whenever tenancy information changes in Arthur Online, preventing outdated records.
🔍
Search and update existing accounts
Look up existing customer records in PerfexCRM before creating new entries, preventing duplicate accounts when tenancies renew.
💳
Handle lease updates and invoices
Manage billing milestones and financial records in PerfexCRM whenever tenancy statuses change or units become available.
🌐
Extend workflows to supporting apps
Connect your Arthur Online and PerfexCRM flow with Slack, Google Drive, or Gmail to automate multi-step property operations effortlessly.
And much more...

Who is Arthur Online + PerfexCRM integration for?

Property managers, leasing agents, and operational teams connect Arthur Online and PerfexCRM to eliminate manual data entry and streamline tenant workflows.

Operations Directors
Operations Directors
Leasing Managers
Leasing Managers
Client Account Managers
Client Account Managers
Property Administrators
Property Administrators
Maintenance Coordinators
Maintenance Coordinators
Finance Controllers
Finance Controllers
📈
Operations Directors
You review property management reports and CRM performance metrics, but your pipeline numbers are always stale because records require manual export — with this integration, every tenancy update populates your CRM instantly and your operational dashboard stays current.
Leasing Managers
You need to act fast when prospective tenants book viewings, but notification delays leave leads waiting too long for a response — this integration means every new viewing creates a CRM lead instantly so your team can engage prospects without delay.
🤝
Client Account Managers
You answer property owners who expect real-time updates on lease agreements and task progress, but manual logging creates information gaps — with this integration, every tenancy and document event synchronises automatically to satisfy client reporting.
🏢
Property Administrators
The volume of new tenancies and maintenance documents is too high for anyone to keep up by hand, leading to missed records and billing errors — automating both apps means every record transfers without human intervention and administrative backlogs disappear.
📋
Maintenance Coordinators
You own repair execution and depend on property managers to hand over maintenance tasks, but manual handovers stall repair schedules — connecting these apps means every task created in Arthur Online opens instantly in PerfexCRM for immediate work.
🔍
Finance Controllers
You need a reliable history of tenant billing and customer accounts, but manual data transfers keep leaving frustrating audit gaps — automating both apps means customer records and invoices match perfectly across your entire financial stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Arthur Online + PerfexCRM

Build and manage your Arthur Online + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Arthur Online + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Arthur Online to PerfexCRM?
Frequently Asked Questions
You can connect Arthur Online to PerfexCRM in one click using ready templates on Integrately. You can also connect Google Drive, Xero, Stripe, Gmail, Slack, and DocuSign, or ask Integrately AI to build the automation for you.
Can I automatically create a PerfexCRM customer when a new tenancy is added in Arthur Online?
Frequently Asked Questions
Can I connect Arthur Online, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Arthur Online and PerfexCRM?
Frequently Asked Questions
How does Arthur Online handle tenancy and task updates during automation?
Frequently Asked Questions
How does PerfexCRM manage new customer creation from property management data?
Frequently Asked Questions
Is coding required to set up the Arthur Online and PerfexCRM integration?
Frequently Asked Questions
Is the Arthur Online and PerfexCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Arthur Online or PerfexCRM With 1500+ Other Apps

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