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Perfex CRM

Perfex CRM

Create integrations between Perfex CRM and your favorite App

Create effective Perfex CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Perfex CRM

Perfex CRM

Perfex CRM

Wealthfront

Wealthfront

Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.

SigFig

SigFig

SigFig is a digital wealth management platform that provides investment advisory services. It offers portfolio management, financial planning, and investment tracking tools to help users optimize their investment strategies and achieve their financial goals.

Locate2u

Locate2u

Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.

Once.to

Once.to

Once is a platform designed to streamline and enhance your scheduling and booking processes. It offers a user-friendly interface for managing appointments, meetings, and events efficiently, ensuring that you never miss an important date or time. With Once, you can easily coordinate with clients, colleagues, and partners, making it an essential tool for businesses and individuals who value time management and organization.

KeySender

KeySender

KeySender is a powerful tool designed to automate the process of sending and managing digital keys and codes. It streamlines the distribution of digital products, ensuring secure and efficient delivery to customers. Ideal for businesses dealing with software licenses, gift cards, and other digital goods, KeySender simplifies the management of digital assets and enhances customer satisfaction.

Form

Form

Form.io is a powerful platform that provides developers with a comprehensive solution for building, managing, and integrating forms and APIs. It simplifies the process of form creation and data management, offering a seamless experience for developers to create dynamic forms and workflows.

MyStudyLife

MyStudyLife

MyStudyLife is an online planner for students, teachers, and lecturers designed to make managing your academic life easier. It helps you organize your classes, assignments, exams, and tasks all in one place, ensuring you never miss a deadline or forget an important event.

Habitica

Habitica

Habitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized as you complete tasks, earn rewards, and level up your character. It's an engaging way to build habits and achieve personal and professional goals.

TextCortex AI

TextCortex AI

TextCortex AI is a cutting-edge platform that leverages artificial intelligence to assist users in generating high-quality written content. Whether you're crafting blog posts, marketing copy, or creative writing, TextCortex AI provides tools to enhance your writing process, ensuring clarity, engagement, and originality.

Selly

Selly

Selly is a comprehensive eCommerce platform designed to streamline the process of selling digital products, services, and subscriptions online. It offers a user-friendly interface for managing sales, processing payments, and delivering products to customers efficiently. With features like automated delivery, fraud prevention, and detailed analytics, Selly empowers businesses to optimize their online sales operations.

Mailgun

Mailgun

Mailgun is a powerful email delivery service that provides developers with a reliable and scalable platform for sending, receiving, and tracking emails. It offers robust APIs for seamless integration, ensuring high deliverability and performance for transactional and marketing emails.

V7 Go

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.

Actions and Triggers

When this happensTriggers

Perfex CRM

New Contract

Triggers when a new contract is created

Perfex CRM

New Customer

Triggers when a new customer is added

Perfex CRM

New Lead

Triggers when a new lead is created

Perfex CRM

New Project

Triggers when a new project is created

Perfex CRM

New Task

Triggers when a new task is created

Perfex CRM

New Ticket

Triggers when a new ticket is created

Do thisActions

Perfex CRM

Create Lead

Creates a new lead

Perfex CRM

Create Contract

Creates a contract in the system

Perfex CRM

Create Customer

Creates a new customer

Perfex CRM

Create Estimate

Creates a estimate in the system

Perfex CRM

Create Project

Creates a project in the system

Perfex CRM

Create Proposal

Creates a new proposal in the system

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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