
When this happens...
New CRM Account

Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
Triggers when a new company is created
Triggers when a new person is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new deal is created
Action is the task that follows automatically within your Joget integrations.
Retrieves all version of an app.
Retrieve a list of all available apps.
Retrieve a list of published userviews for an app.
Return all published app processes available in the Joget instance.
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
Retrieve a list of completed processes from the configured Joget Cloud instance.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your Joget and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Joget data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Joget and Centralstation 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 Joget and Centralstation 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.
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
Learn MoreCentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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