Connect GiftUp and ATZ CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger when a new order is placed.
Gift Card Redeemed
Trigger when a gift card is redeemed.
Gift Card Updated
Triggers on any changes to a gift card, including redemptions.
New Gift Card
Trigger when a new gift card is created.
New Item
Trigger when a new item is created.
Add contact
Add a new contact to ATZ CRM.
Do thisActions
Action is the task that follows automatically within your GiftUp integrations.
Create Order
Creates a order.
Redeem Gift Card
Will deduct the specified amount of remaining credit from a gift card.
Update a gift card
Update the properties for a gift card.
Create a new item group
Create a new item group.
Create a new item
Create a new item for sale.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
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Frequently Asked Questions
To start, connect both your GiftUp and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how GiftUp data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between GiftUp and ATZ CRM 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 GiftUp and ATZ CRM. 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 ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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