
When this happens...
New CRM Account

Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
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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.
Trigger When a new Account is created
Trigger when New Contact Created
Trigger when new opportunity is created
Trigger when a new task is created
Runs when new workflow step 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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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Joget and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in Salesflare (or vice versa).
Absolutely. You can customize how Joget data is recorded in Salesflare. This includes choosing which data fields go into which fields of Salesflare, setting up custom formats, and filtering out unwanted information.
The data sync between Joget and Salesflare 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 Salesflare. 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 MoreSalesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
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