Automation
Automate repetitive tasks via webhooks, scheduled jobs, and the Jeton API.
Coming Soon
Visual workflow automation (triggers + actions) is on the roadmap. Current automation is available via the REST API.
Built-in Automations
TRIGGER
Prospect follow-up date reached
ACTION
Surface in Needs Follow-up filter
TRIGGER
Invoice due date reached (unpaid)
ACTION
Status changes to Overdue
TRIGGER
Payment recorded
ACTION
Auto-create ledger entry in Finance
TRIGGER
Deal converted from prospect
ACTION
Link historical notes to deal
TRIGGER
User tab active (30s interval)
ACTION
Presence heartbeat sent
API-based Automation
Use the Jeton REST API to build custom integrations. Authenticate with a session cookie, then call any endpoint to create prospects, record payments, or query reports. Combine with cron jobs or tools like Zapier or Make.