
When this happens...
New Employee
New Reminder

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new employee is created
Triggers when a new reminder is create
Triggers when a new Call is created or completed.
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Action is the task that follows automatically within your HR Partner integrations.
Updates a Reminder in HR Partner.
Delete a reminder completely from HR Partner.
list all job
List all Employee
List all new job applicant
This action will add or update an applicant, including the job they applied for and the stage within that application.

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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 HR Partner and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in HR Partner triggers actions in Close (or vice versa).
Absolutely. You can customize how HR Partner 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 HR Partner 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 HR Partner 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.
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
Learn MoreClose 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.
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