
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted

Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger's when an order is created.
Trigger's when an order is updated.
Trigger's when an order is deleted.
Trigger's when a new shipment is created.
Trigger's when a shipment is updated.
Trigger's when a shipment was deleted.
Action is the task that follows automatically within your Webshipper integrations.
Create a new user.
Update an user by user email.
Delete an user by email address.
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Webshipper and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Webshipper data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Webshipper and Cloze 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 Webshipper and Cloze. 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.
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
Learn MoreCloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn More