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Trigger : PerfexCRM
New Customer
Action : SureMembers
Remove User from Access Group
Get more out of Perfex CRM and SureMembers with OttoKit. Visually integrate Perfex CRM and SureMembers into any workflow, eliminating the need for coding. Try it today and streamline your business!
OttoKit makes it easy to connect Perfex CRM and SureMembers to all your favorite tools. Set up "triggers" that react to specific events in Perfex CRM and SureMembers, and "actions" that move your data where it needs to go. Sync information between Perfex CRM and SureMembers and 1060+ apps with triggers and actions.
Perfex CRM is self-hosted customer relationship management software that lets you manage customers, and projects, create invoices, estimates, and much.
SureMembers is a membership plugin for WordPress. It provides the tools you need to create memberships, restrict content, add paywalls, drip feed content and more. Supports payments in conjunction with SureCart and automations with SureTriggers.
