Integrate Nifty Project Management with Jetpack CRM
Send information between Nifty Project Management and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Nifty Project Management and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New document
Triggers when a new document is created
New portfolio
Triggers when a new portfolio is created
New milestone
Triggers when a new milestone is created
New status
Triggers when new status is created
New tag
Triggers when new tag is created
New project
Triggers when new project is created
New task or subtask
Triggers when new task or sub task is created
New message
Triggers when a new message is sent
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create status
Creates a new status
Create document
Creates a new document
Send message
Creates a new conversation
Create subtask
Creates a new subtask
Create portfolio
Creates a new portfolio
Create milestone
Creates a new milestone
Create task
Creats a new task
Create tag
Creates a new tag
Fetch task
Fetches the details of an existing task by ID
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
What is Nifty Project Management?
Nifty Project Management is a remote collaboration software that allows users to manage their projects, tasks, conversations, and more.
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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