Jetpack CRM + FileMaker by Claris
Connect Jetpack CRM and FileMaker by Claris automatically using the power of automation. Use it to
create a record once a company was created!
Connect Jetpack CRM and FileMaker by Claris
To learn more about the
"Company created" trigger of the
Jetpack CRM integration,
or the
FileMaker by Claris integration,
simply click on the image below.
When this happens...
Company created
Triggers when a company was created within Jetpack CRM.
do this!
Create record
Create a record.
Supported triggers & actions for Jetpack CRM + FileMaker by Claris
Actions & Triggers
Actions
Triggers
Action
Assign tag to company
Triggers when assign one or multiple tags to a company within Jetpack CRM.
Action
Assign tag to contact
Triggers when assign one or multiple tags to a contact within Jetpack CRM.
How to connect Jetpack CRM + FileMaker by Claris
1
Get Jetpack CRM
You need access to Jetpack CRM to use it as a trigger.
2
Setup
FileMaker by Claris
Make sure FileMaker by Claris is are set up and available.
3
Install WP Webhooks
Make sure that WP Webhooks is installed and activated on your WordPress website.
Get WP Webhooks Automator
4
Create your automation workflow
Create a new automation workflow using Jetpack CRM +
FileMaker by Claris.
About Jetpack CRM
Jetpack CRM is a WordPress plugin that allows users to manage customer relationships and automate marketing and sales processes on their WordPress website. It includes lead capture forms, email marketing integrations, and a customizable CRM database to help businesses streamline their customer management and sales funnel. The plugin is specifically designed for entrepreneurs and small businesses and aims to provide an easy-to-use and affordable CRM solution within the WordPress platform.
Learn more about the Jetpack CRM integration
About FileMaker by Claris
FileMaker by Claris is a versatile workplace innovation platform that enables users to create custom applications for managing and automating business processes, such as data management, project tracking, and workflow optimization. With an intuitive interface and powerful scripting capabilities, FileMaker empowers businesses to streamline their operations, improve productivity, and make informed decisions through data-driven insights.
Learn more about the FileMaker by Claris integration