Connect GiftUp and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Gift Card Redeemed
Gift Card Updated
New Gift Card
New Item
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use GiftUp and webCRM automations
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.
New Activity Is Created
Runs when new activity is created
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 Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
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Frequently Asked Questions
To start, connect both your GiftUp and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in webCRM (or vice versa).
Absolutely. You can customize how GiftUp data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between GiftUp and webCRM 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 webCRM. 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.
