Integrate Planio with Jumplead
Send information between Planio and Jumplead automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planio and Jumplead using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
Issue added
Triggers when a new issue is added
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New company
Triggers when a new company is created
Automation triggered
Triggers when an automation starts
New prospects
Triggers when a new prospect is created
All Actions - Actions are the automated tasks
Update company
Updates the details of an existing company
Create issue
Creates a new issue
Add company
Adds a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create contact
Creates a new contact
Create task
Creates a new task
Create company
Creates a new company
Update contact
Updates details of the selected contact
Fetch contact
Fetches a contact by ID or email
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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What is Jumplead?
Jumplead is a marketing and lead generation tool. You can capture leads, personalize your marketing, and convert visitors into leads.
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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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