
When this happens...
New Comment
New DM
New Media Posted in My Account
New Story Reply

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 comment is made on your Instagram Business post.
Triggers when new DM is received.
Triggers when a photo or video is posted to your selected account.
Triggers when new New Instagram Story Reply received.
Triggers when a new Call is created or completed.
Triggers when a new contact is created.
Action is the task that follows automatically within your Instagram for Business integrations.
Post a photo or video from a public URL to your Instagram Story.
Send text, media, sticker or button messages to an Instagram user
Reply to a comment
Hide/Unhide the Comment by comment ID.
An Instagram user comments on Instagram professional post, reel, story, Live, or ad post. Send them private reply in the DM.
Quick replies provide a way to present a set of buttons in conversation for users to reply with.

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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 Instagram for Business and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Instagram for Business triggers actions in Close (or vice versa).
Absolutely. You can customize how Instagram for Business 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 Instagram for Business 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 Instagram for Business 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.
Instagram for Business is a powerful platform that allows businesses to connect with their audience through visual storytelling. It offers tools for businesses to create engaging content, reach a wider audience, and analyze performance metrics to optimize their marketing strategies.
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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