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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
Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Google Blogger
Blogger is a popular online platform that allows users to create and manage their own blogs. It provides a user-friendly interface for writing, editing, and publishing blog posts, making it accessible for both beginners and experienced bloggers. With customizable templates and various design options, users can personalize their blogs to reflect their unique style and content.
Medium
Medium is an online publishing platform where people can share their ideas, stories, and insights with a wide audience. It offers a space for writers, bloggers, and thought leaders to publish content on a variety of topics, ranging from personal experiences to professional advice.
Outfunnel
Outfunnel is a marketing automation tool designed to seamlessly connect sales and marketing data, ensuring that your marketing efforts are aligned with your sales goals. It helps businesses automate their marketing campaigns, track engagement, and improve customer relationships by integrating with popular CRM systems.
Notion Automations
Notion Automations is a platform designed to enhance productivity by automating tasks and workflows within Notion, a popular productivity and note-taking application. It allows users to streamline their processes, integrate with other tools, and create custom automations to improve efficiency and organization.
Parabola
Worksy
Worksy is a comprehensive platform designed to enhance productivity and streamline project management for teams and individuals. It offers a suite of tools to manage tasks, collaborate with team members, and track project progress efficiently.
Orisoft
Development of e-Commerce, finance and business applications
telanet
telanet is a comprehensive platform designed to streamline and enhance your business operations. With a focus on flexibility and efficiency, telanet offers a suite of tools and services that cater to various business needs, from project management to team collaboration. Whether you're a small startup or a large enterprise, telanet provides the resources you need to optimize your workflow and achieve your business goals.
PayrollPanda
PayrollPanda is a comprehensive payroll management solution designed to simplify and automate payroll processes for businesses. It offers features such as salary calculations, tax computations, and employee record management, making it an essential tool for efficient payroll administration.
HRHUB
Digital Marketplace for the Human resource industry
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.
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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.
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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