Connect Gtwy and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
Error Alert
Missing Variable Alert
Retry Alert is Created
New Broadcast Response
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Gtwy and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response is created.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Gtwy integrations.
Send Message To AI
Sends a message to the selected AI agent and returns its reply.
Call AI Agent Instantly
Send a message to the selected AI agent and return a fast, in-flow reply.
Setup Webhook for Alert
You can setup your webhook to get alert notifications.
Call AI Agent in Background
Send a message to an AI agent to run asynchronously and receive the reply via webhook when ready.
Create Contact
create a contact.
Update Contact
Update an existing contact.
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Frequently Asked Questions
To start, connect both your Gtwy and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in Close (or vice versa).
Absolutely. You can customize how Gtwy data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Gtwy and Close 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 Gtwy and Close. 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
Learn MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More
