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servicetrade

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Create integrations between servicetrade and Close

Enable Integrations or automations with these events of servicetrade and Close

Triggers

servicetrade

New Contact

Triggers when a new contact is created.

servicetrade

New Email

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

servicetrade

New Lead

Triggers when a new lead is created.

servicetrade

New Task

Triggers when a new task is created or completed.

servicetrade

New Note

Triggers when a new Note is created.

servicetrade

New Opportunity

Triggers when a new opportunity is added.

Actions

servicetrade

Create Contact

create a contact.

servicetrade

Update Contact

Update an existing contact.

servicetrade

Create Task

Creates a New Task.

servicetrade

Delete Email

delete an Email on lead.

servicetrade

Update Call

Updates a New call.

servicetrade

Create Note

Creates a New Note.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About servicetrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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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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