Workbooks CRM integration
Connect Workbooks CRM to Joymore so your brokerage's automations and Joy can work with it.
What Joymore does
Connect Workbooks CRM to Joymore from Settings. Once it is connected, Joymore automations can react to Workbooks CRM events and run Workbooks CRM actions, and Joy can use Workbooks CRM when someone on your team asks her to.
Available once connected
What automations can use in Workbooks CRM.
Events Joymore can react to
- New Organisation (Instant)
- New Person (Instant)
- New Posted Credit Note (Instant)
- New Posted Invoice (Instant)
Actions Joymore can run
- Create Customer Order
- Create Organisation
- Create Person
- Find or Create an Order
- Update Person
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
