Jetpack CRM
Jetpack CRM is the no-nonsense CRM for WordPress made by the same team of WooCommerce, Automattic. Easily make more profit and have happier business interactions every single day with the most flexible CRM.
Triggers and actions
All triggers and actions included on this add-on
Triggers
- FREE New company added
- FREE New contact added
- FREE Tag added to company
- FREE Tag added to contact
- PRO New event added
- PRO New invoice added
- PRO New quote added
- PRO New transaction added
- PRO Company is deleted
- PRO Contact is deleted
- PRO Event is deleted
- PRO Invoice is deleted
- PRO Quote is deleted
- PRO Transaction is deleted
- PRO Tag added to invoice
- PRO Tag added to quote
- PRO Tag added to transaction
- PRO Tag removed from company
- PRO Tag removed from contact
- PRO Tag removed from invoice
- PRO Tag removed from quote
- PRO Tag removed from transaction
Actions
- PRO Add user to contact list
- PRO Delete user from contact list
- PRO Add tag to contact
- PRO Remove tag from contact
- PRO Add tag to company
- PRO Remove tag from company
- PRO Add tag to invoice
- PRO Remove tag from invoice
- PRO Add tag to quote
- PRO Remove tag from quote
Tags
- PRO Contact tags to access to the contact fields values (email, first name, last name, etc)