Connect Edusign and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student
New Professor
New Group
New Course
New Admin
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
New Admin
Triggers when you want to get all Admins in your school from the API.
New Call
Triggers when a new Call is created or completed.
Do thisActions
Action is the task that follows automatically within your Edusign integrations.
Create classroom
Create a new classroom.
Create a course
Create a new course.
Create Group
Creates a Group
Create Professor
Creates a Professor
Create Student
Creates a Student
Update Student
Updates a Student.
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Frequently Asked Questions
To start, connect both your Edusign and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in Close (or vice versa).
Absolutely. You can customize how Edusign 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.
The data sync between Edusign and Close 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 Edusign 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.
About Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
Learn MoreAbout 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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