
When this happens...
New Order Created
New Product Created
New Customer Created
New Coupon Created
Product Updated
Order Updated
Order Deleted
Product Deleted
Customer Updated
Customer Deleted
Coupon Updated
Coupon Deleted

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new order is created.
Triggers when a new product is created.
Triggers when a new customer is created.
Triggers when a new coupon is created.
Triggers when an existing product is updated.
Triggers when a order is updated.
Action is the task that follows automatically within your WooCommerce integrations.
Creates a new Coupon.
Creates a new Customer.
Creates a new Order.
Creates a new Order Note.
Creates a new Product or Variation.
Updates an existing Coupon.

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 WooCommerce and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in WooCommerce triggers actions in Close (or vice versa).
Absolutely. You can customize how WooCommerce 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.
The data sync between WooCommerce and Close 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 WooCommerce 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.
WooCommerce is a customizable, open-source eCommerce platform built on WordPress. It is designed to help businesses of all sizes create and manage an online store with ease, offering a wide range of features including product management, payment processing, and shipping options.
Learn MoreClose 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