Enable Integrations or automations with these events of Perfex CRM and Apple Numbers
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
Creates a new lead
Creates a contract in the system
Creates a new customer
Creates a estimate in the system
Creates a project in the system
Creates a new proposal in the system
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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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.
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 MoreApple Numbers is a powerful spreadsheet application that allows users to create beautiful and informative spreadsheets with ease. It offers a variety of templates and tools to help users organize data, perform calculations, and visualize information effectively. With seamless integration across Apple devices, users can collaborate in real-time and access their spreadsheets from anywhere.
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