Connect Voucherify and Attio to Build Intelligent Automations

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Voucherify

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Attio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Task Created

Task Created

Triggers when a new task is created

Record Created

Record Created

Triggers when a record,such as company ,person or deal is Created.

Record Updated

Record Updated

Triggers when a record such as a person,company and deal is updated.

Record Deleted

Record Deleted

Triggers when a record such as person,company or deal is deleted.

List Entry Created

List Entry Created

Triggers when a record , such as a person , company or a deal is added to a list.

Do thisActions

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

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Create List Entry

Create List Entry

Add a record to a specified list or set the values for the new list.

Create Note

Create Note

Creates a new note in given account.

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Frequently Asked Questions

How do I start an integration between Voucherify and Attio?

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

Can we customize how data from Voucherify is recorded in Attio?

Absolutely. You can customize how Voucherify data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Voucherify and Attio?

The data sync between Voucherify and Attio 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 Voucherify to Attio?

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 Voucherify and Attio?

Yes, you can set conditional logic to control the flow of data between Voucherify and Attio. 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.

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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Attio

About Attio

Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.

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