Connect Woovi and Search and Save to Build Intelligent Automations

Choose a Trigger

Woovi

When this happens...

Choose an Action

Search and Save

Automatically do this!

Enable Integrations or automations with these events of Woovi and Search and Save

Enable Integrations or automations with these events of Woovi and Search and Save

Actions

Create a Charge Refund

Create a Charge Refund

Issue a full or partial refund for a charge using its correlation ID.

Create Charge

Create Charge

Create a new Woovi payment charge (PIX or overdue) and return the charge details.

Create a Pix QrCode Static

Create a Pix QrCode Static

Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.

Create a new Customer

Create a new Customer

Create a new customer in the system.

Request a new Action for Woovi

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Frequently Asked Questions

How do I start an integration between Woovi and Search and Save?

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

Can we customize how data from Woovi is recorded in Search and Save?

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

How often does the data sync between Woovi and Search and Save?

The data sync between Woovi and Search and Save 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 Woovi to Search and Save?

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 Woovi and Search and Save?

Yes, you can set conditional logic to control the flow of data between Woovi and Search and Save. 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.

Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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Search and Save

About Search and Save

The Search & Save system is a Medicare quoting system and CRM for agents use only.

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