JANDI + Relate

JANDI + Relate integrations

Update and send webhooks in JANDI when deals are updated in Relate

Effortlessly keep your team informed about updates on Relate deals with this seamless workflow. Once set up, each time a deal is modified in Relate, the information is promptly posted via an incoming webhook on JANDI. This timely communication ensures teams are always aware of deal status changes, aiding in swift decision-making and effective collaboration.

When this happens...
Deal UpdatedTriggers when a deal is updated. Return deal data with custom fields.
TriggerInstant
automatically do this!
Send Incoming WebhookSend a Incoming Webhook
ActionWrite

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More things you can do with Relate and JANDI

Discover other triggers and actions you can use with Relate and JANDI

Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
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Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
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Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Trigger
Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Trigger
Instant
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Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
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Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
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- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
Try It
Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It
Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write
- Webhook URL
  Required
- Title
- Message
  Required
- Connect Color
- Info Title
- Info Description
- Info Link
- Email
Action
Write

About JANDI

JANDI is a team communication tool for businesses.

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Related categories

Team Chat

About Relate

Relate is a simple collaborative sales and CRM software.

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Related categories

CRM (Customer Relationship Management)

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