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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
Tactful UCX
Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.
survey2connect
Automate survey workflows, collect and analyze feedback, and gain actionable insights by connecting Survey2Connect with other applications.
straight2voicemail
Straight2Voicemail is a tool for anyone to place a voicemail on a recipients mobile/cellular phone without it ringing.
Smaily
Smaily is an intentionally simple tool made to create and send out beautiful email newsletters. We’ll help you increase the quality and results of your email marketing, while reducing preparation time and resources.
site123
SITE123 is the easiest free website builder that gives you ready-made layouts and styles to build your website fast and without any bugs.
taximail
Taximail is an email marketing platform that allows you to create professional email marketing campaigns.
tatango
Tatango offers a complete suit of SMS marketing products, including SMS marketing campaigns to your customers. Find out more at Tatango.com
tars
Tars is a chatbot and conversational landing page builder which helps marketers increase conversion rate in their paid ad campaigns.
tapni
Discover the future of networking with Tapni. Share your Social media, Business and Contact Information in a smart, contactless, and sustainable way with a Next-generation digital Business Card.
sweven
SWEVEN allows businesses to seamlessly connect and collaborate with your team. This multi-platform and cloud-based SaaS solution gives you the power to receive, manage, assign, track, and bill for work (or product) orders of any trade. With SWEVEN in your workflow, you can bring together clients, vendors, and field staff in one place.
sweetprocess
SweetProcess is a process management tool for on-boarding your employees and to document your business procedures, processes and policies.
sweepwidget
SweepWidget helps you run amazing contests, giveaways & sweepstakes. Quickly gain unlimited new followers on 30+ social media apps.
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