
When this happens...

Automatically do this!
Enable Integrations or automations with these events of GoHighLevel and OptiServe
Creates a new task.
Update the details of an existing task by its ID.
Find the details of a task by its id.
Delete the task by its id.
Creates a new contact.
Update the details of 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 GoHighLevel and OptiServe accounts to viaSocket. Once connected, you can set up a workflow where an event in GoHighLevel triggers actions in OptiServe (or vice versa).
Absolutely. You can customize how GoHighLevel data is recorded in OptiServe. This includes choosing which data fields go into which fields of OptiServe, setting up custom formats, and filtering out unwanted information.
The data sync between GoHighLevel and OptiServe 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 GoHighLevel and OptiServe. 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.
GoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn MoreOptiServe is a service management platform that helps businesses optimize operations, manage customer requests, and streamline service delivery. It provides tools for task assignment, workflow automation, real-time tracking, and reporting to enhance efficiency and improve customer satisfaction.
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