Connect Joget and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New CRM Account
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Joget and CRM.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New CRM Account
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
Do thisActions
Action is the task that follows automatically within your Joget integrations.
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Return all published app processes available in the Joget instance.
List forms of an specific App
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
List CRM Accounts
Retrieve a list of completed processes from the configured Joget Cloud instance.
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Frequently Asked Questions
To start, connect both your Joget and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Joget data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Joget and CRM.io 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 CRM.io. 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 Joget
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 MoreAbout 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
