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Triggers when a new contract is created
Triggers when a new customer is added
Triggers when a new lead is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new ticket is created
Creates a new lead
Creates a contract in the system
Creates a new customer
Creates a estimate in the system
Creates a project in the system
Creates a new proposal in the system
Reconnect QuickBooks with viaSocket effortlessly. Explore our detailed instructions and tips to ensure smooth integration and improved financial management.
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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 MoreQuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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