
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions

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.
Triggers when a new transfer is added.
Triggers when a new subscription is created in Flutterwave.
Triggers when a subscription is cancelled in Flutterwave.
Triggers when a new transaction is added.
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 Flutterwave integrations.
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
create a contact.
Update an existing contact.

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Flutterwave and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Close (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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.
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
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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