PerfexCRM + Clockify Integration

Q: Can I automatically create PerfexCRM projects when new projects are created in Clockify?

You can generate PerfexCRM projects automatically whenever a project is created in Clockify. Start with a ready automation or customize the flow using Integrately AI.

Q: Can I connect Clockify, PerfexCRM, and Slack?

You can connect Clockify, PerfexCRM, and Slack in a single workflow. Send project creation alerts to your team channel alongside CRM updates, and 1,500+ other apps.

Q: What is a good Zapier alternative for Clockify and PerfexCRM?

Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost for your Clockify and PerfexCRM integration.

Q: How does Clockify handle time entries and projects in integrations?

You can sync project creation, task updates, and time logs from Clockify into PerfexCRM using 1-click automations on Integrately. There's a ready template — start from the Clockify and PerfexCRM integration.

Q: How does PerfexCRM manage customer and project records from Clockify?

You can update PerfexCRM customer profiles and project boards with incoming data from Clockify using 1-click automations on Integrately. There's a ready template — start from the Clockify and PerfexCRM integration.

Q: Can I automate my Clockify and PerfexCRM workflows without writing any code?

You can connect Clockify to PerfexCRM without writing code using ready-made templates and Integrately AI to configure your exact automation flow.

Q: Is the Clockify and PerfexCRM integration free?

The Clockify and PerfexCRM integration is available on Integrately with a free plan. You can start automating right away with ready templates and free expert setup.

Integrate Clockify to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Track time, create projects and tasks, generate invoices, and sync client details automatically.

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User is updated in Clockify Instant
Invoice is updated in Clockify Instant
Invoice is created in Clockify Instant
Time entry is updated in Clockify Instant
Time entry is deleted in Clockify Instant
User is joined workspace in Clockify Instant
User is deactivated workspace in Clockify Instant
User is activated workspace in Clockify Instant
User is deleted from workspace in Clockify Instant
New approval request is created in Clockify Instant
Approval request status is updated in Clockify Instant
Time off is requested in Clockify Instant
Time off request is approved in Clockify Instant
Time off request is rejected in Clockify Instant
Time off request is withdrawn in Clockify Instant
Time entry is created in Clockify
Task is created in Clockify Instant
Timer is started in Clockify Instant
Timer is stopped in Clockify Instant
Project is created in Clockify Instant
Workspace is created in Clockify
Client is created in Clockify Instant
Tag is created in Clockify Instant

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Remove user from group in Clockify
Add user to group in Clockify
Delete group in Clockify
Update group in Clockify
Search group in Clockify
Create group in Clockify
Create invoice in Clockify
Create task in Clockify
Search task in Clockify
Create Project in Clockify
Search Project in Clockify
Get project by id in Clockify
Get task by id in Clockify
Update Project in Clockify
Create Time Entry in Clockify
Search time entry in Clockify
Start Timer in Clockify
Stop Timer in Clockify
Search client in Clockify
Create client in Clockify
Search client by id in Clockify
Search Tag in Clockify
Create tag in Clockify

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Ready Workflows for Clockify + PerfexCRM Integration

Create projects, add tasks, log invoices, and sync client records, all in just one click.

Create PerfexCRM customer from new Clockify project

If you're using the time tracking app Clockify to manage your project, you'll want to create a customer in PerfexCRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a customer in PerfexCRM whenever you create a project in Clockify.

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clockify + PerfexCRM flow

Streamline time tracking data into task boards, team notifications, and financial ledgers. Pick a combination and activate it in one click.

Asana (4)

Gmail (4)

Slack (4)

Stripe (4)

Google Drive (4)

QuickBooks Online (4)

Create a PerfexCRM project for every new Clockify project, and add a task in Asana

New Clockify projects appear in PerfexCRM instantly while Asana creates the kickoff task, eliminating manual duplicate entry.

Log every Clockify task in PerfexCRM, and create a tracking task in Asana

Clockify tasks sync directly to PerfexCRM and populate Asana for task tracking, keeping your team synchronized.

When an invoice is created in Clockify, generate a PerfexCRM invoice and create an Asana task

Clockify invoices trigger a new invoice record in PerfexCRM and schedule a follow-up task in Asana.

Add new Clockify clients to PerfexCRM and create onboarding tasks in Asana

Clockify client profiles flow directly into PerfexCRM with onboarding tasks automatically opened in Asana.

Create a PerfexCRM project from new Clockify projects, and send confirmation emails via Gmail

New Clockify projects generate PerfexCRM records and trigger automated confirmation emails through Gmail.

Log Clockify time entries in PerfexCRM and email weekly summaries using Gmail

Clockify time entries update PerfexCRM while Gmail delivers formatted time reports directly to managers.

Record Clockify invoices in PerfexCRM and dispatch payment notices through Gmail

Clockify invoices automatically populate PerfexCRM and dispatch billing notification emails via Gmail.

Save new Clockify clients in PerfexCRM and send welcome emails via Gmail

New Clockify clients generate PerfexCRM accounts and trigger automated welcome messages in Gmail.

Sync Clockify projects to PerfexCRM and notify your team instantly on Slack

New Clockify projects appear in PerfexCRM instantly while your project channel receives an alert in Slack.

Log new Clockify tasks in PerfexCRM and alert your operations channel in Slack

Clockify tasks create corresponding PerfexCRM entries and trigger instant alerts in Slack.

Record Clockify invoices in PerfexCRM and post billing alerts to Slack

Clockify invoices populate PerfexCRM records while Slack announces billing updates to your finance channel.

Clockify client additions create PerfexCRM customer files and broadcast announcements in Slack.

Create PerfexCRM projects from Clockify, and set up customer billing records in Stripe

Clockify projects create PerfexCRM entries while Stripe establishes matching customer billing profiles.

Log Clockify invoices in PerfexCRM and generate Stripe payment links

Clockify invoices populate PerfexCRM while Stripe generates direct payment links for clients.

Add Clockify clients to PerfexCRM and register them as customers in Stripe

Clockify client profiles create PerfexCRM accounts and establish active customer records in Stripe.

Save Clockify tasks in PerfexCRM and create Stripe billing items

Clockify tasks log in PerfexCRM while Stripe creates corresponding billable items.

Create PerfexCRM projects from Clockify and set up project folders in Google Drive

New Clockify projects create PerfexCRM entries and automatically generate dedicated folders in Google Drive.

Log Clockify invoices in PerfexCRM and save billing documents to Google Drive

Clockify invoices update PerfexCRM while PDF invoice copies upload directly to Google Drive.

Add new Clockify clients to PerfexCRM and create client folders in Google Drive

Clockify client additions create PerfexCRM profiles and generate dedicated client folders in Google Drive.

Record Clockify tasks in PerfexCRM and save task checklists in Google Drive

Clockify tasks sync to PerfexCRM while supporting documentation uploads to Google Drive.

Create PerfexCRM projects from Clockify and generate QuickBooks Online invoices

Clockify projects populate PerfexCRM while QuickBooks Online sets up corresponding financial records.

Log Clockify invoices in PerfexCRM and record sales receipts in QuickBooks Online

Clockify invoices update PerfexCRM records while QuickBooks Online creates matching sales entries.

Add Clockify clients to PerfexCRM and create customer profiles in QuickBooks Online

Clockify client profiles create PerfexCRM accounts and establish customer records in QuickBooks Online.

Save Clockify tasks in PerfexCRM and log billable expenses in QuickBooks Online

Clockify tasks update PerfexCRM while QuickBooks Online tracks billable hours and project expenses.

Supported triggers and actions for PerfexCRM and Clockify

Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

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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Clockify Triggers & Actions

Instant

User is updated in Clockify

Triggers when a user is updated

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Instant

Invoice is updated in Clockify

Triggers when an invoice is updatedTriggers when an invoice is updated

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Instant

Invoice is created in Clockify

Triggers when an invoice is created

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Instant

Time entry is updated in Clockify

Triggers when a time entry is updated

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Instant

Time entry is deleted in Clockify

Triggers when a time entry is deleted

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Instant

User is joined workspace in Clockify

Triggers when a user joins a workspace

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Instant

User is deactivated workspace in Clockify

Triggers when a user is deactivated from a workspace

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Instant

User is activated workspace in Clockify

Triggers when a user is activated in a workspace

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Instant

User is deleted from workspace in Clockify

Triggers when a user is deleted from a workspace

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Instant

New approval request is created in Clockify

Triggers when a new approval request is created

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Instant

Approval request status is updated in Clockify

Triggers when approval request status is updated

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Instant

Time off is requested in Clockify

Triggers when time off is requested

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Instant

Time off request is approved in Clockify

Triggers when a time off request is approved

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Instant

Time off request is rejected in Clockify

Triggers when a time off request is rejected

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Instant

Time off request is withdrawn in Clockify

Triggers when a time off request is withdrawn

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Time entry is created in Clockify

Triggers the automation when a new time entry is created

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Instant

Task is created in Clockify

Triggers the automation when a new task is created

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Instant

Timer is started in Clockify

Triggers the automation when a timer is started

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Instant

Timer is stopped in Clockify

Triggers the automation when the timer is stopped

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Instant

Project is created in Clockify

Triggers the automation when a new project is created

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Workspace is created in Clockify

Triggers the automation when a new workspace is created

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Instant

Client is created in Clockify

Triggers the automation when a new client is created

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Instant

Tag is created in Clockify

Triggers the automation when a tag is added

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What can you automate with Clockify + PerfexCRM?

Streamline your time tracking, project management, and billing workflows with automated data synchronization.

Get Started For Free

🚀

Sync new projects instantly

Create a PerfexCRM project automatically the moment a new project is set up in Clockify, keeping your project management software perfectly aligned.

📋

Capture every task detail

Map all task parameters from Clockify directly into PerfexCRM tasks instead of manually re-entering deliverables and descriptions.

🔔

Alert your team immediately

Notify stakeholders in Slack or via email the second a new project or invoice is created in Clockify.

🔀

Route records conditionally

Create high-priority PerfexCRM tasks for urgent Clockify entries while routing standard tasks to regular queues automatically.

🔄

Keep CRM records updated

Update existing PerfexCRM customer profiles and project statuses automatically whenever changes occur in Clockify.

🛡️

Prevent duplicate entries

Search existing PerfexCRM records before creating new customers or projects, ensuring clean and organized databases.

💰

Automate billing updates

Generate PerfexCRM invoices and update financial records the moment an invoice is created in Clockify.

🌐

Extend flows to external tools

Trigger downstream actions in Slack, Google Drive, or QuickBooks Online after your core Clockify and PerfexCRM sync completes.

And much more...

Who is Clockify + PerfexCRM integration for?

Operations teams, project managers, and finance specialists use this integration to eliminate manual data entry and keep tracking and CRM records perfectly synchronized.

Operations Directors

Project Managers

Agency Owners

Freelance Consultants

Billing Specialists

Operations Managers

📈

Operations Directors

You're reviewing time tracking reports across multiple projects but your CRM records only update when someone manually exports data, so the project counts you're optimising against are always a few hours behind — this integration means every new project lands in the CRM instantly and your data stays current.

⚡

Project Managers

You need to assign deliverables immediately when time tracking starts, but manual handoffs cause frustrating communication delays across teams — automating both apps means every task created in Clockify generates a matching PerfexCRM record without delay.

🤝

Agency Owners

You answer to clients who want immediate visibility into billable hours and project progress, but compiling manual status reports wastes hours every week — this integration means every invoice and project update syncs automatically to your CRM for instant client reporting.

🔄

Freelance Consultants

The volume of billable tasks and client projects is too high for anyone to keep up by hand, leading to missed entries and lost billable hours — automating both apps means every task and time log flows straight into your CRM effortlessly.

💳

Billing Specialists

You own the invoicing workflow and depend on project teams to hand over time logs before you can bill clients, resulting in delayed cash collection — with this integration, every Clockify invoice populates your PerfexCRM billing records instantly.

📋

Operations Managers

You need a reliable history of client projects and billable hours, but manual copying leaves frequent gaps in your database — connecting these apps means every project and task record is captured accurately in your CRM every single time.

Try This Integration – No Code Needed

Did you know?

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

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Why choose Integrately to automate PerfexCRM + Clockify

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

1,500+ apps connected

Connect PerfexCRM + Clockify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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

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

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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Frequently Asked Questions

How do I connect Clockify to PerfexCRM?

You can connect Clockify to PerfexCRM in one click using pre-built templates or ask Integrately AI to build your integration. Link your accounts, select your preferred workflow with apps like Slack or Asana, and start automating.

Can I automatically create PerfexCRM projects when new projects are created in Clockify?

Can I connect Clockify, PerfexCRM, and Slack?

What is a good Zapier alternative for Clockify and PerfexCRM?

How does Clockify handle time entries and projects in integrations?

How does PerfexCRM manage customer and project records from Clockify?

Can I automate my Clockify and PerfexCRM workflows without writing any code?

Is the Clockify and PerfexCRM integration free?

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Want to automate something else in your workflow?

You Can Also Connect Clockify or PerfexCRM With 1500+ Other Apps

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Sync PerfexCRM with marketing, communication, and billing platforms to manage client relationships effectively.

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PerfexCRM + Clockify Integration

Integrate Clockify to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Track time, create projects and tasks, generate invoices, and sync client details automatically.

Trusted by experts at...

Ready Workflows for Clockify + PerfexCRM Integration

Create projects, add tasks, log invoices, and sync client records, all in just one click.

Create PerfexCRM customer from new Clockify project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clockify + PerfexCRM flow

Streamline time tracking data into task boards, team notifications, and financial ledgers. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Clockify

Mix and match to build the exact automation you need

What can you automate with Clockify + PerfexCRM?

Streamline your time tracking, project management, and billing workflows with automated data synchronization.

Who is Clockify + PerfexCRM integration for?

Operations teams, project managers, and finance specialists use this integration to eliminate manual data entry and keep tracking and CRM records perfectly synchronized.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Clockify

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clockify or PerfexCRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Clockify Integration

Integrate Clockify to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Track time, create projects and tasks, generate invoices, and sync client details automatically.

Trusted by experts at...

Ready Workflows for Clockify + PerfexCRM Integration

Create projects, add tasks, log invoices, and sync client records, all in just one click.

Create PerfexCRM customer from new Clockify project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clockify + PerfexCRM flow

Streamline time tracking data into task boards, team notifications, and financial ledgers. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Clockify

Mix and match to build the exact automation you need

What can you automate with Clockify + PerfexCRM?

Streamline your time tracking, project management, and billing workflows with automated data synchronization.

Who is Clockify + PerfexCRM integration for?

Operations teams, project managers, and finance specialists use this integration to eliminate manual data entry and keep tracking and CRM records perfectly synchronized.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Clockify

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clockify or PerfexCRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click