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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Manus integrations.
Create Project
Create a new project and optionally add the first task with settings and attachments.
Add Prompt to Task
Add a new prompt to an existing task to continue the conversation.
Create Task
Create a new task, attach single or multiple files, and optionally link it to a project or connectors.
Delete Task
Delete a task by its Task ID.
Get Task Details
Get details for a specific task.
Update Task
Update a task's title, sharing settings, and visibility in the task list.
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Frequently Asked Questions
To start, connect both your Manus and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Manus triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Manus 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 Manus 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 Manus 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.
About Manus
Manus is a collaborative platform designed for writers and teams to create, edit, and manage documents in real-time, enhancing productivity and creativity.
Learn MoreAbout 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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