InfixLMS-Perfex CRM Journey Automation

Customer: AI | Published: 07.10.2025

I need my InfixLMS and Perfex CRM to behave like one seamless platform. Using n8n as the primary integration tool, I want every key learner event—videos watched, assessments completed, and full course completions—pushed instantly from InfixLMS into Perfex so I can see real-time progress alongside each contact record. Once those events land in Perfex, the system must: • Fire the correct email, WhatsApp, and push-notification sequences for upselling, cross-selling, and ongoing engagement. • Update deal stages or custom fields so my sales team can act on warm leads without digging for data. • Trigger mobile app notifications (Firebase or OneSignal are already connected) within seconds of an activity. Deliverables I will sign off on • n8n workflows that authenticate securely with both APIs, handle retries, and log errors. • A documented mapping of each learner event to its corresponding Perfex field and automation rule. • Sample payloads plus a quick video demo showing a learner completing a course and the full automation chain firing. • Step-by-step deployment notes so I can re-import or tweak the flows later. All of this has to be wrapped up, tested, and handed over within 5–6 days. If you can suggest a small Zapier fallback for edge-case tasks, great—just keep the main logic in n8n. Let me know the first question you’d ask before diving in, and I’ll get credentials ready.