
When this happens...
Recent Contact Creations
Recent Deal Updates
New Deal
Recent Account Updates
Account Updated
Contact Updated
Fetch Updated Contacts

Automatically do this!
Create a Customer
Update Customer
Delete a Customer
Create a new Card
Retrieve an existing Card
Delete a Card
Retrieve an existing Customer
Retrieve an existing Charge
Create Payment link
Create Refund a Charge
Update Refund
Create a Plan
Delete a Plan
Update a Plan
Retrieve a Plan
Create a new Token
Create Subscription
Cancel a Subscription
Create a Test Payout
Update Payment link
Deactivate Payment link
Reactivate Payment link
Delete a Payment Method
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
Triggers when a new deal is created.
Retrieve accounts updated within the specified past minutes.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Create a new deal.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.
Creates a note inside the selected module inside freshsales suite.

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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 Freshsales Suite and shift4shop accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in shift4shop (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in shift4shop. This includes choosing which data fields go into which fields of shift4shop, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and shift4shop 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 Freshsales Suite and shift4shop. 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.
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn MoreShift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
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