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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
Yoco Board
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YayList
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yardman
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yammer
Yammer makes it easy to communicate within your company at the speed of light with your own internal social networks where employees can connect and build meaningful business relationships.
Xray Workflow
This is a software agnostic workflow application. Create your home screen for workflows today!
xola
Xola is a powerful booking system built for tour and activity operators. Easily book customers and accept payments for online, phone, in-person, or reseller reservations. Ignite your growth with Xola's cart abandonment recovery, automated guest communication, gifts, and more.
xobin
Xobin is a skill evaluation and testing platform to build winning teams. Xobin has the largest collection white collar Job Assessments including Coding Tests, Skill Tests and Psychometric Tests
xledger
Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.
xconnect
xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.
Woodpecker 2
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!
Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Actions and Triggers
When this happensTriggers
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
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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About viaSocket
viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
Learn More