Connect Jandi and civicrm to Build Intelligent Automations

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civicrm

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Frequently Asked Questions

How do I start an integration between Jandi and civicrm?

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

Can we customize how data from Jandi is recorded in civicrm?

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

How often does the data sync between Jandi and civicrm?

The data sync between Jandi and civicrm 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 Jandi to civicrm?

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 Jandi and civicrm?

Yes, you can set conditional logic to control the flow of data between Jandi and civicrm. 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.

Jandi

About Jandi

Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.

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civicrm

About civicrm

CiviCRM is a web-based constituent relationship management (CRM) system built by and for nonprofit organizations and NGO's.

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