
When this happens...
New Document
New Client
New Item
Payment Created
New Category

Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When a new Document is created.
New Client Created.
New item created.
Payment Created.
Categories created in space invoice apollo.
Triggers when a person is changed.
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a new Document
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person
Create a new Project

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Space Invoices / Apollo and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Space Invoices / Apollo and Cloze 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 Space Invoices / Apollo and Cloze. 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.
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
Learn MoreCloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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