When this happens...
Person Created
Person Updated
Person Deleted
Employment Created
Employment Updated
Employment Deleted
Document Created
Document Updated
Document Signed
Document Deleted
Absence Period Created
Absence Period Status Updated
Absence Period Timerange Updated
Absence Period Deleted
Attendance Period Created
Attendance Period Updated
Attendance Period Deleted
Employment started
Employment Terminated

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 Person created
Triggers when Person updated.
Triggers when Person deleted
Triggers when Employment created
Triggers when Employment updated.
Triggers when Employment deleted
Action is the task that follows automatically within your Personio integrations.
Create a new Person.
Search Person based on filters.
Delete a Person by Email.
Create Compensation.
Create Compensation Types.
Search legal entities based in frilters .

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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.

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To start, connect both your Personio and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Personio triggers actions in Close (or vice versa).
Absolutely. You can customize how Personio 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 Personio 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 Personio 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.
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
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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