Integrate sevDesk with Jetpack CRM
Send information between sevDesk and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate sevDesk and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Invoice created
Triggers when a new invoice is created
Contact status updated
Triggers when the status of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
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
Quote accepted
Triggers when an existing quote is accepted
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Create voucher
Creates a new voucher
Create order
Creates a new order
Create contact address
Creates a new contact address
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch country by name
Fetches a country by name
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch country by ID
Fetches a country by ID
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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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