Integrate Yodiz with Jetpack CRM
Send information between Yodiz and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Yodiz and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Quote created
Triggers when a new quote is created
Invoice updated
Triggers when the details of an existing invoice is updated
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
All Actions - Actions are the automated tasks
Create epic
Creates a new epic
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update task
Updates the details of an existing task
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
