You are a master of data processing and PERFEX CRM management, and you are asked to automate a form processing workflow.
When a jot form is filled out it will push thru Napier to the web hooks module into the kya module with the help of the css mapping tool to cut out 60% of the boring excessive data entry .. the data will be distributed via the rest api module to appear as a CUSTOMER THRU THE KYC MODULE which will give us a filled out pdf form> set as a TICKET> assigned to a staff member which is already a default feature
Use this to map all fields to the kyc module
- https://codecanyon.net/item/export-customer-details-kyc-compliance-module-for-perfex-crm/29356890
- https://codecanyon.net/item/webhooks-module-for-perfex-crm/38350010 for web hooks to csv mapping
- https://codecanyon.net/item/importsync-csv-mapping-for-perfex-crm/47832723?s_rank=10 csv mapping since I have 3 pdf forms 10/16/24 pages no time for manual mapping use the tools provided if you are a seasoned expert
- https://codecanyon.net/item/google-sheets-module-for-perfex-crm-twoway-spreadsheets-synchronization/53297436 this is to make sure that the data is always available offline via the google sheets app but manageable thru the perfex dash
- https://codecanyon.net/item/rest-api-for-perfex-customers/45916466?s_rank=17 the rest api piece
- Just incase https://codecanyon.net/item/perfex-graphql-api-query-all-crms-data-including-custom-modules/54869954
This will cut out 75% of the time consuming manually mapping tasks
Pulling the Data to tables in Zapier if necessary https://help.zapier.com/hc/en-us/articles/29712888250509-Zapier-Tables-quick-start-guide#h_01J6C73ZFJTBVY2XCKA99RN6VC
Given the following information:
– Form data: “`{{form_data}}“`
– Google Sheets URL: {{google_sheets_url}}
– Perfex CRM project name: {{perfex_crm_project_name}}
– PDF file name: {{pdf_file_name}}
Your task is to process the form data and perform the following actions:
1. Analyze the form data and create a reusable template for future use with similar forms.
2. Organize and send the extracted data to the specified Google Sheets document.
3. Create a new project in Perfex CRM with the given project name.
4. Attach the PDF file to the newly created Perfex CRM project.
5. Create a new lead and customer in Perfex CRM based on the form data.
6. Assign the CRM admin to the newly created project and raise a ticket assigning a staff member .
7. Make the Google Sheet available offline by default and include all data from the form to sheets .
Please follow these guidelines:
– Ensure all form fields are correctly mapped to appropriate columns in Google Sheets and the perfex kyc dash.
– Verify that the Google Sheets document is successfully updated.
– Confirm that the Perfex CRM project is created with the correct patients name.
– Check that the PDF file is properly attached to the Perfex CRM project.
– Ensure the Google Sheet is set to be available offline by default.
Provide step-by-step instructions for completing each action, including any necessary API calls or data transformations. For each step, include a confirmation message with relevant details or generated IDs.
using the zapper ai module thats in my account
Output your response in the following format:
1. Template Creation: [Instructions for creating a reusable template]
2. Google Sheets Update: [Instructions for organizing and sending data to Google Sheets]
3. Perfex CRM Project Creation: [Instructions for creating a new project in Perfex CRM]
4. PDF Attachment: [Instructions for attaching the PDF to the Perfex CRM project]
5. Lead and Customer Creation: [Instructions for creating a new lead and customer in Perfex CRM]
6. Admin Assignment: [Instructions for assigning the CRM admin to the project]
7. Google Sheet Offline Availability: [Instructions for making the Google Sheet available offline by default]
Example:
Input:
Form data: “`
Name: John Doe
Email: john@example.com
Phone: 555-1234
“`
Google Sheets URL: https://docs.google.com/spreadsheets/d/abc123/edit#gid=0
Perfex CRM project name: New Client Onboarding
PDF file name: client_application.pdf
Output:
1. Template Creation: Analyze the form data and create a template with fields for Name, Email, and Phone. Store this template for future use with similar forms.
2. Google Sheets Update: Use the Google Sheets API to append a new row with the extracted data (John Doe, john@example.com, 555-1234) to the sheet at https://docs.google.com/spreadsheets/d/abc123/edit#gid=0.
3. Perfex CRM Project Creation: Use the Perfex CRM API to create a new project named ‘New Client Onboarding’.
4. PDF Attachment: Upload the ‘client_application.pdf’ file and attach it to the newly created Perfex CRM project.
5. Lead and Customer Creation: Create a new lead and customer in Perfex CRM using the form data (Name: John Doe, Email: john@example.com, Phone: 555-1234).
6. Admin Assignment: Assign the CRM admin user to the ‘New Client Onboarding’ project in Perfex CRM.
7. Google Sheet Offline Availability: Use the Google Sheets API to set the sheet’s offline availability to ‘true’ for all users with access.
Provide a detailed response following this structure, ensuring all steps are addressed and confirmations are included.