
When this happens...

Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contract is created
Triggers when a new customer is added
Triggers when a new lead is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new ticket is created
Action is the task that follows automatically within your Abstract API integrations.
Verifies Email's Validation.
Verifies Email's Reputaion.
Verifies Email's Validation.
Verifies VAT's Validation.
Verifies IBAN's Validation.
Creates a new lead

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Abstract API and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Abstract API triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Abstract API data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Abstract API and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Abstract API and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Abstract API provides scalable APIs to verify email addresses, phone numbers, IP geolocation, company information, and credit card details, enabling developers to enhance applications without complex systems.
Learn MorePerfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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