当用户购买时，向联系人添加标签
当公司被删除时，通过 Slack 通知网站管理团队
需要
Jetpack CRM
Jetpack CRM is a flexible CRM plugin for WordPress backed by Automattic. It supports client management, lead generation, invoicing, billing and more, and is a popular platform for ecommerce sites, agencies, startups and non-profits.
适合所有人的触发器
创建公司
代币
- Company ID
- Company status
- 公司名称
- 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
已创建联系人
代币
- 客户 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
Pro A company is deleted
代币
- Company ID
Pro A contact is deleted
代币
- 客户 ID
Pro A quote is created
代币
- Quote ID
- Quote contact
- Quote status
- Quote title
- Quote value
- Quote content
- Quote notes
Pro A quote status is accepted
代币
- Quote ID
- Quote contact
- Quote status
- Quote title
- Quote value
- Quote content
- Quote notes
Pro
A tag is added to a company
代币
- Tag name
- Company ID
- Company status
- 公司名称
- 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
Pro
A tag is added to a contact
代币
- Tag name
- 客户 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
Pro A transaction is deleted
代币
- Transaction ID
Pro An invoice is created
代币
- 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
Pro An invoice is deleted
代币
- Invoice ID
行动
为公司添加标签
代币
- 操作字段
为联系人添加标签
代币
- 操作字段
创建联系人
代币
- 操作字段
- 客户 ID
删除联系人
代币
- 操作字段
Pro Change a contact's status to a new status
代币
- 操作字段
示例菜谱
Discover thousands of ways to improve your users' experience with Jetpack CRM
Popular Jetpack CRM integrations
Uncanny Automator 是什么？
您的 WordPress 网站使用插件来添加新功能。通常，这些插件是独立的，彼此之间无法通信。Uncanny Automator 可以将插件相互连接，以便您创建省时的工作流程，从而提升用户体验并节省成本。
有疑问吗？
了解 Uncanny Automator WordPress 插件如何帮助您节省时间和金钱，同时让您的网站更易于使用和更加个性化
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