Connect Zenventory and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Order
New Item Created
New Purchase Order
Customer Order Updated
New Transfer Order
Item Updated
Choose an Action
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
Ready to use Zenventory and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
New Transfer Order
Triggers when a new transfer order is created.
Item Updated
Triggers when an item is updated.
Do thisActions
Action is the task that follows automatically within your Zenventory integrations.
Create a New Item
Create a new item.
Create a Customer Order
Creates a new customer order.
Create a Purchase Order
Creates a new purchase order.
Update a Customer Order
Update a single customer order.
Update a Purchase Order
Update a single purchase order. The purchase order must still be a draft.
Update an Item
Upadte an existing item.
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Frequently Asked Questions
To start, connect both your Zenventory and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Zenventory triggers actions in Close (or vice versa).
Absolutely. You can customize how Zenventory 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 Zenventory 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 Zenventory 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.
About Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
Learn MoreAbout 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.
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