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Triggers for everyone
A company is created
Tokens
  • Company ID
  • Company status
  • Company name
  • Company email
  • Main address - Address line 1
  • Main address - Address line 2
  • Main address - City
  • Main address - County
  • Main address - Postal code
  • Main address - Country
  • Second address - Address line 1
  • Second address - Address line 2
  • Second address - City
  • Second address - County
  • Second address - Postal code
  • Second address - Country
  • Main telephone
  • Secondary telephone
A contact is created
Tokens
  • Customer ID
  • Contact status
  • Contact prefix
  • Contact first name
  • Contact last name
  • Contact email
  • Main address - Address line 1
  • Main address - Address line 2
  • Main address - City
  • Main address - County
  • Main address - Postal code
  • Main address - Country
  • Second address - Address line 1
  • Second address - Address line 2
  • Second address - City
  • Second address - County
  • Second address - Postal code
  • Second address - Country
  • Contact home telephone
  • Contact work telephone
  • Contact mobile telephone
A company is deleted
Tokens
  • Company ID
A contact is deleted
Tokens
  • Customer ID
A quote is created
Tokens
  • Quote ID
  • Quote contact
  • Quote status
  • Quote title
  • Quote value
  • Quote content
  • Quote notes
A quote status is accepted
Tokens
  • Quote ID
  • Quote contact
  • Quote status
  • Quote title
  • Quote value
  • Quote content
  • Quote notes
A tag is added to a company
Tokens
  • Tag name
  • Company ID
  • Company status
  • Company name
  • Company email
  • Main address - Address line 1
  • Main address - Address line 2
  • Main address - City
  • Main address - County
  • Main address - Postal code
  • Main address - Country
  • Second address - Address line 1
  • Second address - Address line 2
  • Second address - City
  • Second address - County
  • Second address - Postal code
  • Second address - Country
  • Main telephone
  • Secondary telephone
A tag is added to a contact
Tokens
  • Tag name
  • Customer ID
  • Contact status
  • Contact prefix
  • Contact first name
  • Contact last name
  • Contact email
  • Main address - Address line 1
  • Main address - Address line 2
  • Main address - City
  • Main address - County
  • Main address - Postal code
  • Main address - Country
  • Second address - Address line 1
  • Second address - Address line 2
  • Second address - City
  • Second address - County
  • Second address - Postal code
  • Second address - Country
  • Contact home telephone
  • Contact work telephone
  • Contact mobile telephone
A transaction is deleted
Tokens
  • Transaction ID
An invoice is created
Tokens
  • Invoice ID
  • Invoice owner ID
  • Invoice owner
  • Invoice reference
  • Invoice status
  • Invoice net
  • Invoice discount
  • Invoice discount type
  • Invoice shipping
  • Invoice shipping tax
  • Invoice tax
  • Invoice address to
  • Invoice address from
  • Invoice hours or quantity
  • Invoice items title
  • Invoice items description
  • Invoice items quantity
  • Invoice items price
  • Invoice items tax
  • Invoice items net
  • Invoice items total
  • Invoice due date
  • Invoice created date
An invoice is deleted
Tokens
  • Invoice ID
Actions
Add a tag to a company
Tokens
  • Action fields
Add a tag to a contact
Tokens
  • Action fields
Create a contact
Tokens
  • Action fields
  • Customer ID
Delete a contact
Tokens
  • Action fields
Change a contact's status to a new status
Tokens
  • Action fields

Sample recipes

Discover thousands of ways to improve your users' experience with Jetpack CRM

When users make a purchase, add a tag to the contact

When a company is deleted, notify the site admin team in Slack

When a quote is created, pass the details to a Google Sheets report

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What is Uncanny Automator?

Your WordPress site uses plugins to add new features and functionality. Normally, these plugins are independent and can't talk to each other. Uncanny Automator connects plugins to each other so that you can create time-saving workflows that improve the user experience and save you money.

Have questions?

Find out how the Uncanny Automator WordPress plugin can save you time and money while making your site easier to use and more personalized
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