
When this happens...
Voucher Created

Automatically do this!
Enable Integrations or automations with these events of Voucherify and OptiServe
Trigger when a new voucher is created.
Create category with a specific name and hierarchy.
Create a customer segment.
Update the details of a reward.
Update an existing customer.

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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 Voucherify and OptiServe accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in OptiServe (or vice versa).
Absolutely. You can customize how Voucherify data is recorded in OptiServe. This includes choosing which data fields go into which fields of OptiServe, setting up custom formats, and filtering out unwanted information.
The data sync between Voucherify and OptiServe 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 Voucherify and OptiServe. 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 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.
Learn MoreOptiServe is a service management platform that helps businesses optimize operations, manage customer requests, and streamline service delivery. It provides tools for task assignment, workflow automation, real-time tracking, and reporting to enhance efficiency and improve customer satisfaction.
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