Connect Joget and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New CRM Account
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Joget and Personal Capital
Enable Integrations or automations with these events of Joget and Personal Capital
Triggers
New CRM Account
Triggered when an account in Joget CRM is created.
Actions
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
Retrieve a list of published processesfor an app.
List forms of an specific App
Retrieves all forms in an app
List CRM Accounts
Retrieve a list of all CRM Accounts.
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Frequently Asked Questions
To start, connect both your Joget and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Joget data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Joget and Personal Capital 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 Personal Capital. 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 Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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