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Perfex CRM

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

Perfex CRM

OptiAI

OptiAI

API Connector

API Connector

API Connector by apigrid.io is a powerful tool designed to simplify the process of integrating and managing APIs. It allows users to connect various applications and services seamlessly, enabling data exchange and automation across platforms. With its user-friendly interface, API Connector makes it easy for developers and businesses to create, test, and deploy API connections without extensive coding knowledge.

Fivetran

Fivetran

Fivetran is a leading data integration service that automates the process of connecting and syncing data from various sources into a centralized data warehouse. It simplifies the ETL (Extract, Transform, Load) process, allowing businesses to focus on analyzing their data rather than managing data pipelines.

Awesome Table

Awesome Table

Awesome Table is a versatile tool that transforms your data from Google Sheets into interactive and customizable web applications. It allows users to create dynamic tables, charts, and maps that can be embedded into websites or shared with others. With its user-friendly interface, Awesome Table makes it easy to visualize data and create engaging presentations without any coding knowledge.

G-Accon

G-Accon

G-Accon is a powerful tool designed to seamlessly integrate Google Sheets with various cloud services, enabling users to automate data workflows, perform real-time data analysis, and enhance productivity. It is ideal for businesses and individuals looking to streamline their data management processes and improve collaboration.

Inventory Management for Google Sheets

Inventory Management for Google Sheets

Inventory Management for Google Sheets is a powerful tool that allows users to efficiently track and manage their inventory directly within Google Sheets. This solution is perfect for businesses looking to streamline their inventory processes without the need for complex software. With real-time updates and easy collaboration features, teams can ensure accurate inventory levels, reduce stockouts, and optimize their supply chain operations.

Doctopus

Doctopus

ZapUp

ZapUp

Google Apps Script

Google Apps Script

Google Apps Script is a powerful scripting platform developed by Google that allows users to automate tasks across Google Workspace applications and third-party services. It enables users to create custom functions, automate workflows, and build web applications using JavaScript. With Google Apps Script, users can enhance productivity by integrating and extending the capabilities of Google Workspace tools like Google Sheets, Google Docs, Google Drive, and more.

Causal

Causal

Causal is a modern tool designed to simplify financial modeling, forecasting, and data analysis. It allows users to create dynamic models with ease, offering a more intuitive and collaborative approach to handling complex data. With Causal, users can connect their data sources, visualize outcomes, and share insights seamlessly, making it an ideal solution for businesses and individuals looking to enhance their decision-making processes.

Kobocat

Kobocat

Kobocat is a powerful tool for data collection and analysis, designed to facilitate the gathering of information through surveys and forms. It is widely used in research, humanitarian, and development sectors to streamline data collection processes and ensure accurate data management.

Flookup

Flookup

Flookup is a powerful tool designed to enhance your data management and analysis capabilities within spreadsheets. It offers advanced functions for fuzzy matching, data cleaning, and text analysis, making it an essential tool for anyone working with large datasets. Whether you're dealing with customer data, financial records, or any other type of information, Flookup helps you streamline your processes and improve accuracy.

Actions and Triggers

When this happensTriggers

Perfex CRM

New Contract

Triggers when a new contract is created

Perfex CRM

New Customer

Triggers when a new customer is added

Perfex CRM

New Lead

Triggers when a new lead is created

Perfex CRM

New Project

Triggers when a new project is created

Perfex CRM

New Task

Triggers when a new task is created

Perfex CRM

New Ticket

Triggers when a new ticket is created

Do thisActions

Perfex CRM

Create Lead

Creates a new lead

Perfex CRM

Create Contract

Creates a contract in the system

Perfex CRM

Create Customer

Creates a new customer

Perfex CRM

Create Estimate

Creates a estimate in the system

Perfex CRM

Create Project

Creates a project in the system

Perfex CRM

Create Proposal

Creates a new proposal in the system

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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.
Perfex CRM

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.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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