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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Outbound SMS
Runs when a New SMS is sent.
New Contact Created
runs when a New Contact is Created.
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
Do thisActions
Action is the task that follows automatically within your TxtSync integrations.
Send SMS
Send a single SMS to a phone number or contact.
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your TxtSync and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how TxtSync 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 TxtSync 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 TxtSync 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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
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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