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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

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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