Connect V7 Go and Perfex CRM to Build Intelligent Automations

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V7 Go

When this happens...

Choose an Action

Perfex CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Ticket

New Ticket

Triggers when a new ticket is created

Do thisActions

Action is the task that follows automatically within your V7 Go integrations.

Create Project

Create Project

Creates a new project.

Create a New Session

Create a New Session

Create a new session

Delete Project

Delete Project

Delete a project.

Update Project

Update Project

Update a project .

Create an export

Create an export

Creates a new export

Delete an Export

Delete an Export

Deletes an export

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Frequently Asked Questions

How do I start an integration between V7 Go and Perfex CRM?

To start, connect both your V7 Go and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in V7 Go triggers actions in Perfex CRM (or vice versa).

Can we customize how data from V7 Go is recorded in Perfex CRM?

Absolutely. You can customize how V7 Go 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.

How often does the data sync between V7 Go and Perfex CRM?

The data sync between V7 Go and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from V7 Go to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between V7 Go and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between V7 Go 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.

V7 Go

About V7 Go

V7 Go is a cutting-edge platform designed for AI-driven image and video annotation, streamlining the process of training machine learning models. It offers advanced tools for data labeling, management, and collaboration, making it an essential resource for developers and data scientists working on computer vision projects.

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Perfex CRM

About Perfex CRM

Perfex 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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