MCP, the future of AI, is now on viaSocket—use it today and connect to everything.
Add a New User to Way We Do when New Contract in Perfexcrm
Complete a Checklist Step in Way We Do when New Contract in Perfexcrm
Add a Checklist Comment to Way We Do when New Contract in Perfexcrm
Start Checklist Instance in Way We Do when New Contract in Perfexcrm
Find a Checklist by Title in Way-we-do when New Contract in Perfexcrm
Find a Checklist Instance by ID in Way We Do when New Contract in Perfexcrm
Find a Checklist Instance by Title in Way We Do when New Contract in Perfexcrm
Find a Checklist Step by ID in Way-we-do when New Contract in Perfexcrm
Find a Procedure by Title in Way-we-do when New Contract in Perfexcrm
Find a Procedure or Checklist by ID in Way We Do when New Contract in Perfexcrm
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
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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.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreWay We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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