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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

eSignatures

eSignatures

eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.

Sms Alert

Sms Alert

Sms alert is a robust platform designed to streamline and automate SMS notifications for businesses and individuals. It offers a range of features including bulk messaging, transactional alerts, and promotional campaigns, ensuring timely and effective communication.

Space Invoices / Apollo

Space Invoices / Apollo

Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.

OpsGenie

OpsGenie

OpsGenie is a modern incident management and alerting platform designed to ensure that critical incidents are addressed promptly and efficiently. It integrates seamlessly with various monitoring, ticketing, and collaboration tools to provide a comprehensive solution for managing and responding to incidents.

Tomorrow

Tomorrow

Tomorrow is a forward-thinking platform designed to help you plan and prepare for the future. Whether it's financial planning, career development, or personal growth, Tomorrow provides the tools and resources you need to make informed decisions and achieve your long-term goals.

Shotstack

Shotstack

Shotstack is a powerful video editing and rendering API that allows developers to create, edit, and render videos programmatically. It provides a range of features including video stitching, transitions, overlays, and more, making it ideal for creating dynamic video content at scale.

lemcal

lemcal

Lemcal is a comprehensive calendar management tool designed to streamline scheduling, event planning, and time management. It offers features such as event reminders, shared calendars, and integration with other productivity tools to enhance your organizational efficiency.

ChartMogul

ChartMogul

ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.

Mapulus

Mapulus

Mapulus is a comprehensive mapping and geolocation service that provides advanced tools for navigation, location tracking, and geographic data analysis. It offers robust APIs for integrating mapping functionalities into various applications.

Runrun.it

Runrun.it

Runrun is a comprehensive project management and time tracking tool designed to help teams streamline their workflows, manage tasks efficiently, and track time spent on various projects. It offers features like task assignment, progress tracking, and detailed reporting to enhance productivity and collaboration.

GanttPRO

GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

Redirect.pizza

Redirect.pizza

Redirect.pizza is a service that allows you to easily manage and set up URL redirects. Whether you need to redirect a single URL or manage multiple redirects, Redirect.pizza provides a simple and efficient solution.

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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