Connect CRM.io and jobcloser
Integrate CRM.io with jobcloser to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for CRM.io and jobcloser
Supported Triggers & Actions
Everything you can automate between CRM.io and jobcloser.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn more
About jobcloser
JobCloser is a custom CRM made to service the field service industry, helping small businesses quote jobs, invoice for work, collect payments online, and get paid faster.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CRM.io and jobcloser accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CRM.io and jobcloser as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach jobcloser. No coding required.
Yes. You can set up a workflow where CRM.io triggers actions in jobcloser, and a separate workflow where jobcloser triggers actions in CRM.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CRM.io and jobcloser. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CRM.io and jobcloser integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
