skip to Main Content

Triggers and actions

Choose any combination of triggers to initiate any combination of actions. Combine triggers an actions from any supported integrations to create powerful recipes!

Triggers

A company is created

A contact is created

A company is deleted Pro

A contact is deleted Pro

A quote is created Pro

A quote status is accepted Pro

A tag is added to a company Pro

A tag is added to a contact Pro

A transaction is deleted Pro

An invoice is created Pro

An invoice is deleted Pro

Actions

Add the user to a training session

Remove the user from a training session

Add a tag to a company

Add a tag to a contact

Create a contact

Delete a contact

Change a contact's status to a new status Pro

Create tasty recipes!

Create a workflow automation that runs a GoTo Training action when a Jetpack CRM trigger is completed (and vice versa). Add triggers and actions from other plugins to add even more automation. The only limit is your imagination.

What do I need?

Get started in 4 easy steps.

1

GoTo Training

Set up and connect GoTo Training.
2

Jetpack CRM

Set up and connect Jetpack CRM.
3

Get Uncanny Automator

Get Uncanny Automator and install it.
4

Create your recipe

Create a recipe to connect GoTo Training to Jetpack CRM using a simple but powerful interface. Turn your recipe on and watch the magic happen!

Popular GoTo Training and Jetpack CRM integrations

Why stop there? Connect GoTo Training and Jetpack CRM to many other plugins and services to create streamlined workflows for your entire site.

Connect GoTo Training to Jetpack CRM

Don't work on your site—make your site work for you. Build your first workflow between GoTo Training and Jetpack CRM in 10 minutes or less. Start saving time and money today.

This page may contain affiliate links. Once in a while, we may earn a commission from those links. But with or without commissions, we only recommend products we like.
Back To Top