
When this happens...
New CRM Account

Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Create Or Update Contact
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.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
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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To start, connect both your Joget and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Joget data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Joget and Freshsales Suite 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 Freshsales Suite. 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 MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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