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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
weconnectchat
WeConnect B2B companies with their high intent audience using conversational experiences combining chatbot, live messaging, video chat, booked meetings, and much more.
Website Toolbox (Forum)
Organize your discussions into searchable topics and categories under your brand with an independent or embedded community forum.
Webphone by Voipcloud
Webphone by VoIPcloud is designed for modern businesses: it can be used in a browser or as a standalone application in Windows, macOS or Linux.
webinarnet
webinar.net is the first online presentation platform fully hosted in the cloud. This architecture allows our customers to reach very large audiences without capacity concerns.
webinaris
Webinaris is an all-in-one Webinar platform for hosting live and automated webinars with a marketing focus.
webinarfuel
WebinarFuel is an automated webinar platform for sales, education, training, and presentations.
webautomationio
Quickly extract data from websites and turn into APIs or Spreadsheets without writing any code using ready-made scrapers
weavely
Publish forms & surveys from Figma designs with Weavely. Use creative form elements, apply logic, and collect unlimited responses in seconds.
We Want You
We Want You is an offer letter tool for HR teams to create, send, and track job offers for candidates. Onboard faster with benefits packages and electronic signatures.
Wave Connect
Wave Connect is a digital business card platform that allow you to generate and manage leads.
wave
Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Watershed LRS
Watershed LRS is a learning analytics platform that provides actionable insights from your training and performance data.
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.
Learn More
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