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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
slapfive
SlapFive is a Customer Marketing and Advocacy Software platform for mobilizing customers and their voice to drive strategic growth initiatives.
skribble
With Skribble, you can sign any document with anyone from anywhere. It’s easy-to-use, secure and cost-saving from day 1.
skipio
Skipio is a conversational business texting platform that helps you automate sales and customer communication.
skillzrun
SkillzRun is LMS that allows you to create your own mobile application for students, employees or customers.
skillfusion
Skillfusion is a marketplace where you can buy, make and sell AI tools
Sked Social
Sked Social is the complete social media management platform, for managing your social media presence on Instagram, Facebook and Twitter.
SiteSpeakAI
SiteSpeak AI allows you to automate your customer support with AI. Create custom trained GPT chatbots that can answer questions about your products/services in real-time & reduce support tickets.
sinorbis
Sinorbis is an all-in-one marketing platform that lets you manage, measure and optimise your digital marketing in China. Create your Chinese website and WeChat content, generate leads, manage your followers and integrate the tool with your CRM or other marketing channels.
sinch
Send and receive messages over SMS, WhatsApp, Facebook, Instagram, Telegram, Viber, and more using Sinch — a single app, all the messaging channels you need!
socialpilot
SocialPilot is a social media marketing tool which lets you create and schedules social media posts for your social media profiles.
socialbee
Social Media on Autopilot All-in-One Tools and Services for Content Posting & Recycling, Follower Growth, Engagement, and More
social-champ
Social Champ is the simplest and powerful social media management tool, allowing users to publish, engage, and analyze content.
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