Connect Sigma Computing and Perfex CRM to Build Intelligent Automations
Ready to use Sigma Computing and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Sigma Computing integrations.
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create team
Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).
Create workbook
Create a new workbook in a folder and optionally set its owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List All Connections
Retrieve all configured data connections (id, name, and type).
Create file in Sigma
Create a new workspace, folder, or workbook in Sigma.
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Frequently Asked Questions
To start, connect both your Sigma Computing and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Sigma Computing data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Sigma Computing and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Sigma Computing and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
Learn MoreAbout 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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