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Automate when something happens in perfleek
Login -> Create new flow -> Select trigger -> Search perfleek -> Choose the trigger from the list
Take action in perfleek when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search perfleek -> Choose the action from the list
Trigger
Action
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You can automate lead capture from multiple sources into Perfleek, route and assign leads to agents, trigger follow-up emails and tasks from status changes, sync deals and commissions to reporting tools, and centralize communication history from other apps.
No. viaSocket is built for non-technical teams. You choose a trigger in Perfleek, pick what should happen in your other tools, and follow simple step-by-step screens. Most common workflows can be set up in minutes.
viaSocket can use AI on Perfleek data to draft replies to new leads, create follow-up templates, summarize long notes, and suggest next steps based on pipeline stage. You control when AI is used and can review messages before sending.
Yes. viaSocket can mirror key Perfleek fields—such as contact info, lead status, and deal stages—into other CRMs, spreadsheets, or reporting tools, and keep them updated as records change.
Yes. Smaller teams benefit the most because automation removes manual lead entry, follow-ups, and reporting. You get enterprise-style workflows without adding operations staff or writing code.
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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