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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
twentythree personal
TwentyThree Personal is a video marketing platform with comprehensive capabilities to engage your audience, create an on-brand experience, scale to fit you as you grow and provide analytics to help you drive better results.
twayobiz
Twayobiz is your file storage base meant for business.
tutory
Tutory is a platform that helps coaches to improve their methodologies into studies plans for its coachees.
tugboat logic
The Tugboat Logic Security Assurance - Custom Integrations App is a service that is set up for third-party integrations to automate the collection of any piece of evidence in your Infosec Program.
trytn
TRYTN is an online booking and centralized reservation management system for tour and activity businesses. The simple, intuitive interface means setup can be completed in minutes.
truscholar
TruScholar empowers institutions across the globe with secure infrastructure to establish tamper-proof digital credentials, digital certificates, and badges.
True Reply
Create & launch your voice apps to Amazon Alexa and Google Assistant in minutes with True Reply, no technical experience or coding required. Manage and analyze in real-time via your personal web dashboard.
troops
Troops is a HR tool for staffing agencies to organize candidates, clients and contracts.
tripworks
TripWorks is a booking platform for tour operators, built from the ground up to help you market, promote, grow, manage, and operate your business successfully.
triggerapp
Trigger is cloud software for project management, collaboration, and time tracking. Closely integrated with Xero, you can import your customers, accounts and tracking categories, then send invoices. Task titles become line-items, timesheets become invoices - our workflow is coherent, and saves you time.
trevor
Trevor.io is a data playground connecting directly to your database to empower your team to query live data, build reports, and power dashboards with or without any coding.
trestle
Trestle provides industry-leading identity data APIs to improve lead management and call operations.
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