Connect Worksection and Close to Build Intelligent Automations

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Worksection

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

Do thisActions

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

Create Project

Create Project

Adds a new project into your account.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

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Frequently Asked Questions

How do I start an integration between Worksection and Close?

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

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

Absolutely. You can customize how Worksection 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 Worksection and Close?

The data sync between Worksection 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 Worksection 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 Worksection and Close?

Yes, you can set conditional logic to control the flow of data between Worksection 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.

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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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