Connect Jandi and workbooks to Build Intelligent Automations

Choose a Trigger

Jandi

When this happens...

Choose an Action

workbooks

Automatically do this!

Enable Integrations or automations with these events of Jandi and workbooks

Enable Integrations or automations with these events of Jandi and workbooks

Triggers

New Messsage Begins

New Messsage Begins

Triggers when a new message begins with trigger word in Jandi.

Request a new Trigger for Jandi

Actions

Send Incoming Webhook

Send Incoming Webhook

Send an Incoming Webhook Message.

Request a new Action for Jandi

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Frequently Asked Questions

How do I start an integration between Jandi and workbooks?

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

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

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

How often does the data sync between Jandi and workbooks?

The data sync between Jandi and workbooks 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 workbooks?

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 workbooks?

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

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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