
When this happens...
New Contact
New List

Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
Fetches contact lists created since the last check and returns the most recent lists.
Trigger when a new contact created.
Action is the task that follows automatically within your Constant Contact integrations.
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
Create a new contact.
Get all your contact by phone number.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Constant Contact and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Holded (or vice versa).
Absolutely. You can customize how Constant Contact data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Constant Contact and Holded 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 Constant Contact and Holded. 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.
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