Connect RotaCloud and Close to Build Intelligent Automations

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RotaCloud

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your RotaCloud integrations.

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and Close?

To start, connect both your RotaCloud and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in RotaCloud triggers actions in Close (or vice versa).

Can we customize how data from RotaCloud is recorded in Close?

Absolutely. You can customize how RotaCloud 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.

How often does the data sync between RotaCloud and Close?

The data sync between RotaCloud and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from RotaCloud to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between RotaCloud and Close?

Yes, you can set conditional logic to control the flow of data between RotaCloud 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.

RotaCloud

About RotaCloud

Automate and streamline your staff scheduling and time management with RotaCloud integration.

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Close

About Close

Close 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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