Connect Joget and upsales to Build Intelligent Automations

Choose a Trigger

Joget

When this happens...

Choose an Action

upsales

Automatically do this!

Enable Integrations or automations with these events of Joget and upsales

Enable Integrations or automations with these events of Joget and upsales

Triggers

New CRM Account

New CRM Account

Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.

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Actions

App version list

App version list

Retrieves all version of an app.

List All Apps

List All Apps

Retrieve a list of all available apps.

List Published Userviews

List Published Userviews

Retrieve a list of published userviews for an app.

List Published processes

List Published processes

Return all published app processes available in the Joget instance.

List forms of an specific App

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

List CRM Accounts

Retrieve a list of completed processes from the configured Joget Cloud instance.

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Frequently Asked Questions

How do I start an integration between Joget and upsales?

To start, connect both your Joget and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in upsales (or vice versa).

Can we customize how data from Joget is recorded in upsales?

Absolutely. You can customize how Joget data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Joget and upsales?

The data sync between Joget and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Joget to upsales?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Joget and upsales?

Yes, you can set conditional logic to control the flow of data between Joget and upsales. 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

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.

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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