viasocket
Routee

Routee

Perfex CRM

Perfex CRM

Create integrations between Routee and Perfex CRM

Actions and Triggers

When this happensTriggers

Routee

New Contract

Triggers when a new contract is created

Routee

New Customer

Triggers when a new customer is added

Routee

New Lead

Triggers when a new lead is created

Routee

New Project

Triggers when a new project is created

Routee

New Task

Triggers when a new task is created

Routee

New Ticket

Triggers when a new ticket is created

Do thisActions

Routee

List all Contacts

Retrieve all the contacts of the account.

Routee

Create Lead

Creates a new lead

Routee

Create Contract

Creates a contract in the system

Routee

Create Customer

Creates a new customer

Routee

Create Estimate

Creates a estimate in the system

Routee

Create Project

Creates a project in the system

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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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