
When this happens...
Recent Transactions
Abandoned Transaction
Fetch Subscriptions
Cancelled Subscription
New Refund
New Order
Fetch Recent Invoices

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.
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Return subscriptions cancelled on Paystack within the last 15 minutes.
Retrieve refunds processed in the last 15 minutes from Paystack.
Retrieve Paystack orders created in the last 15 minutes.
Action is the task that follows automatically within your Paystack integrations.
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
Create a new Paystack product with name, description, price, currency, and stock (quantity or unlimited) settings.
Locate a Paystack customer using their email and return the customer's details or a not-found message.
Retrieve Paystack transfer details using a transfer code.
Fetch Paystack transaction details using the transaction ID.

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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 Paystack and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Paystack triggers actions in Close (or vice versa).
Absolutely. You can customize how Paystack 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 Paystack 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 Paystack 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.
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
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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