Avail Lifetime Free Access - Limited Time Period Offer
AI & Automation
MCP
Partners
Pricing
We'd love to hear from you!
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
stax
Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.
startquestion
Startquestion is a professional survey software for your company. NPS, Customer Satisfaction, UX feedback, User Research, Employee Feedback, Customer Experience.
starbuerode
starbuero.de accepts calls on behalf of your company, classifies the calls and notes all information about the caller's request
stampede
Stampede offers customer insights and effective marketing campaigns that will increase your sales and returning customers.
stackla
Stackla is a social content marketing platform used by hundreds of global brands, agencies, media companies, and nonprofits to discover, curate and publish the best content from the social web.
Squarespace
Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.
squaredup
SquaredUp gives engineering teams end-to-end visibility of their business-critical applications.
stylish cost calculator
Stylish Cost Calculator enables WordPress users to create quick cost estimation forms, allowing instant user data and payment collection.
strive
Strive is an AI-Powered Sales Coach that provides real-time analytics and one-to-one personalised coaching suggestions so that entrepreneurs and sales leaders can uncover hidden opportunities and close more deals.
stream
Stream helps you to plan & manage your delivery routes & logistics operation. Intuitive mobile app for barcode scanning & Proof of Delivery
sparkpost
SparkPost by Message Systems is the enterprise-grade, developer-friendly email delivery service. It puts the same deliverability, scalability and speed of the world’s leading email platform in the hands of developers at companies of all sizes in an easily accessible cloud solution.
sowork
SoWork is the Workplace MMO. Where Productivity meets Culture. Great meetings, Fluid video calls, Get work done.
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