Integrate Iterate with Jetpack CRM
Send information between Iterate and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Iterate and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Survey response received
Triggers when a response is received for a survey
Survey created
Triggers when a new survey is created
Survey question answered
Triggers when each question in a survey is answered
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
All Actions - Actions are the automated tasks
Fetch survey
Fetches the details of an existing survey using ID
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 Iterate?
Iterate is a survey tool and user feedback platform that helps you send simple, automated email surveys based on user behavior. It provides in-app mobile surveys, one-click email surveys, and embedded website surveys.
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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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