Connect Graphy and salesoptima to Build Intelligent Automations

Choose a Trigger

Graphy

When this happens...

Choose an Action

salesoptima

Automatically do this!

Enable Integrations or automations with these events of Graphy and salesoptima

Enable Integrations or automations with these events of Graphy and salesoptima

Triggers

New Learner is created

New Learner is created

Triggers when a learner is created

New Success Transaction

New Success Transaction

Triggers when the process of purchase transaction is complete

Request a new Trigger for Graphy

Actions

Enroll Learner to Course

Enroll Learner to Course

Enroll a learner to a course by email ID

Unenroll Learner from Course

Unenroll Learner from Course

Unenroll a Lerner from Course using email ID

Create a Learner

Create a Learner

Creates a learner using email ID and Name

Find Product

Find Product

Find product course/package details by name or ID

Update Course Validity

Update Course Validity

Update the course validity of the learner.

Find Learner

Find Learner

Find the learner details by name, email, mobile or ID

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Frequently Asked Questions

How do I start an integration between Graphy and salesoptima?

To start, connect both your Graphy and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Graphy triggers actions in salesoptima (or vice versa).

Can we customize how data from Graphy is recorded in salesoptima?

Absolutely. You can customize how Graphy data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Graphy and salesoptima?

The data sync between Graphy and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Graphy to salesoptima?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Graphy and salesoptima?

Yes, you can set conditional logic to control the flow of data between Graphy and salesoptima. 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.

Graphy

About Graphy

Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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