Connect Moskit and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Project
New Company
New Activity
New Deal
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Moskit and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
New Deal
Trigger when new deal is created in Moskit Account.
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your Moskit integrations.
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Change Activity Responsible
Change responsible of activity.
Create Product
Create a new Product.
Create Contact
Creates a new company.
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Frequently Asked Questions
To start, connect both your Moskit and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Moskit triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Moskit 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 Moskit 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 Moskit 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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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.
Learn More
