Connect Voucherify and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
Choose an Action
Automatically do this!
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Ready to use Voucherify and webCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Trigger when a new voucher is created.
New Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Voucherify integrations.
Create Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
Update Customer
Update an existing customer.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
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Frequently Asked Questions
To start, connect both your Voucherify and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Voucherify data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Voucherify and webCRM 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 webCRM. 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.
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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