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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
time to reply
timetoreply is an email analytics and reply time tracking tool for company email. Perfect for customer-facing teams who need to track and improve their business email reply times.
TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
timeghost
timeghost is your project time tracking solution especially designed for Microsoft 365. No extra registration needed, all set with your Office/Microsoft 365 account.
timebuzzer
timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.
tilma
Tilma is a platform consisting of digital tools, ministry partnerships, data, and strategy consulting to equip the Church to reinvigorate the faithful.
ticketspice
Sell tickets online for your event, recurring event or multi-day event with TicketSpice ticketing system.
ticketsignup
TicketSignup delivers the free and open ticketing technology you deserve so you can focus on creating meaningful event experiences.
tickd
A simple yet powerful tool to organise your team projects, issues and more ...
Thrive Themes
Thrive Themes is a company that provides marketing focused themes and plugins for building a conversion focused website on WordPress
thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
themarketer
Increase customer engagement and retention with theMarketer app's personalized newsletters and Loyalty Program.
thegenie-marketing-hub
TheGenie Marketing Hub is a Real Estate Marketing Platform.
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