Connect Vouchery and Salesforce Essentials to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
Choose an Action
Automatically do this!
- Request a new Action for Salesforce Essentials
Enable Integrations or automations with these events of Vouchery and Salesforce Essentials
Enable Integrations or automations with these events of Vouchery and Salesforce Essentials
Triggers
Voucher Created
Triggered when a new voucher is created.
Actions
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
List Customers
Get a list of customers.
Get Not Cancelled Redemptions
Get not cancelled redemptions
List Invalid Redemptions
Get a list of all invalid redemptions.
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Frequently Asked Questions
To start, connect both your Vouchery and Salesforce Essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in Vouchery triggers actions in Salesforce Essentials (or vice versa).
Absolutely. You can customize how Vouchery data is recorded in Salesforce Essentials. This includes choosing which data fields go into which fields of Salesforce Essentials, setting up custom formats, and filtering out unwanted information.
The data sync between Vouchery and Salesforce Essentials 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 Vouchery and Salesforce Essentials. 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 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.
Learn MoreAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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