Connect Jandi and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Jandi and Wortal CRM
Enable Integrations or automations with these events of Jandi and Wortal CRM
Triggers
New Messsage Begins
Triggers when a new message begins with trigger word in Jandi.
Actions
Send Incoming Webhook
Send an Incoming Webhook Message.
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Frequently Asked Questions
To start, connect both your Jandi and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Jandi triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Jandi data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Jandi and Wortal CRM 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 Jandi and Wortal CRM. 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 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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About Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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