Connect Arihant PLUS and Close to Build Intelligent Automations

Choose a Trigger

Arihant PLUS

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Arihant PLUS and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Arihant PLUS integrations.

Get Order Trail

Get Order Trail

View your order trail & status

Get Holdings

Get Holdings

Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.

Get Account Funds

Get Account Funds

Get available account funds

Place Order

Place Order

Place stock & F&O orders

Get Orders

Get Orders

Fetch order book or status

Find Stocks

Find Stocks

Search stocks and get prices

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Frequently Asked Questions

How do I start an integration between Arihant PLUS and Close?

To start, connect both your Arihant PLUS and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in Close (or vice versa).

Can we customize how data from Arihant PLUS is recorded in Close?

Absolutely. You can customize how Arihant PLUS data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Arihant PLUS and Close?

The data sync between Arihant PLUS and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Arihant PLUS to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Arihant PLUS and Close?

Yes, you can set conditional logic to control the flow of data between Arihant PLUS and Close. 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.

Arihant PLUS

About Arihant PLUS

Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More