Connect Vouchery and Close to Build Intelligent Automations

Choose a Trigger

Vouchery

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Vouchery and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Voucher Created

Voucher Created

Triggered when a new voucher is created.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

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

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

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

Create Customer

Create Customer

Create a Customer

Create Redemption

Create Redemption

Pass redemption data and get discount data back to your app.

Find Voucher

Find Voucher

Find voucher by campaign metadata.

List Customers

List Customers

Get a list of customers.

Get Not Cancelled Redemptions

Get Not Cancelled Redemptions

Get not cancelled redemptions

List Invalid Redemptions

List Invalid Redemptions

Get a list of all invalid redemptions.

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Frequently Asked Questions

How do I start an integration between Vouchery and Close?

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

Can we customize how data from Vouchery is recorded in Close?

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

How often does the data sync between Vouchery and Close?

The data sync between Vouchery and Close 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 Vouchery to Close?

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 Vouchery and Close?

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

Vouchery

About Vouchery

Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.

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Close

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.

Learn More