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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 message is received

A message to a recipient is not delivered because they have not opted in

A message to a recipient is set to a specific status

A message to a recipient was not delivered

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

Send a WhatsApp message template to a number

Send a WhatsApp message to a number

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 WhatsApp 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

WhatsApp

Set up and connect WhatsApp.
3

Get Uncanny Automator

Get Uncanny Automator and install it.
4

Create your recipe

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

Popular Jetpack CRM and WhatsApp integrations

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

Connect Jetpack CRM to WhatsApp

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

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