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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 a tag to a company

Add a tag to a contact

Create a contact

Delete a contact

Create a channel

Send a direct message to a Slack user

Send a message to a channel

Change a contact's status to a new status Pro

Create tasty recipes!

Create a workflow automation that runs a Jetpack CRM action when a Slack 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

Jetpack CRM

Set up and connect Jetpack CRM.
2

Slack

Set up and connect Slack.
3

Get Uncanny Automator

Get Uncanny Automator and install it.
4

Create your recipe

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

Popular Jetpack CRM and Slack integrations

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

Connect Jetpack CRM to Slack

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

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