
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created

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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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new entity is created in a specified Fibery app.
Triggered when an existing entity is updated in a specified Fibery app.
Triggers when a new user is created in the system
Triggered when an existing entity is updated or created in a specified Fibery app.
Triggers when a new Call is created or completed.
Triggers when a new contact is created.
Action is the task that follows automatically within your Fibery integrations.
Creates a new entity in a specified Fibery app.
Updates an existing entity in a specified Fibery app.
Deletes an existing entity in a specified Fibery app.
Retrieves and lists all available types in the Fibery database.
Fetches all fields associated with a specific entity type in Fibery.
Retrieves a list of all references from the Fibery database with their IDs and names.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Fibery and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in Close (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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.
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
Learn MoreClose 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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