
When this happens...
Process Run completed
Process Run Unresolved
Process Run Started
Assistant created
Process Created
Task Packages Created
Process Runs Created

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a process run is completed.
Triggers when a process run is Unresolved.
Triggers when a process run is started.
Trigger when a Assistant created.
Trigger when a Process created.
Trigger when a new task packages.
Action is the task that follows automatically within your Robocorp integrations.
Creates a new asset.
Creates an new assistant.
Create an asset and add content to it.
Search assistants.
Search processes in a workspace.
Search assets within a workspace.

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To start, connect both your Robocorp and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Robocorp triggers actions in Close (or vice versa).
Absolutely. You can customize how Robocorp 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 Robocorp 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 Robocorp 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.
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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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