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Create effective Close automations in minutes by using pre-made templates that are customized for your needs

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aerofiler

aerofiler

Aerofiler is for in-house legal teams who wish to automate the process of creating, approving, filing and tracking contracts.

Adversus Dialer

Adversus Dialer

A web-based auto dialer solution used by professionals to streamline outbound outreach by phone.

Advantage Anywhere

Advantage Anywhere

The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!

Adobe photoshop lightroom

Adobe photoshop lightroom

Adobe Photoshop Lightroom is the cloud-based service that gives you everything you need to edit, organize, store, and share your photos across any device.

adificial

adificial

Adificial is a smart video automation platform. We automate the production of personalized, interactive, data driven, video at scale.

addressfinder

addressfinder

Addressfinder is a powerful tool to validate addresses, emails and phone numbers.

adaptivework

adaptivework

AdaptiveWork is an enterprise-class work collaboration and project management solution that harnesses the power of the cloud to get work done.

Acuity Scheduling

Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.

actitime

actitime

actiTIME is a time tracking & scope management tool.

act-on

act-on

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

accountedge

accountedge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

Aisle Planner

Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

Actions and Triggers

When this happensTriggers

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

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

Update Call

Update Call

Updates a New call.

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Our team is all set to help you!

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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