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An Overview of Jugl Workflow Automation with Other Applications

This article explains how Jugl connects with external applications to automate workflows across teams and systems.

Updated over 3 weeks ago

Jugl is a unified work management app that helps every department manage their tasks in one centralized platform.

Whether it’s pulling data from a CRM for Sales, integrating with ERP systems for Work Orders, or syncing with accounting software for Finance tasks, Jugl connects it all.

By serving as your core work management hub, Jugl enables seamless workflow automation across various applications, ensuring that your operations run smoothly and efficiently.


Jugl as One Platform

Jugl is built to act as a single control point for daily work, especially for teams that need visibility and actionability across multiple systems.

  • It integrates with more than 200 applications and services, covering everything from communication tools to enterprise systems.

  • Once connected, Jugl allows you to trigger actions, create records, upload files, or send updates automatically, without requiring users to leave the platform.

  • For many businesses, this replaces the need for third-party automation tools like Zapier.

Instead of managing automations externally, teams can use Jugl’s native integration system to handle everything inside one consistent interface, where actions are linked directly to tasks, boards, and field work.


Connecting with Other Applications

Jugl connects with a wide range of third-party systems using secure, authenticated connections.

These include:

  • Email platforms like Gmail and Microsoft Outlook

  • File storage services like Google Drive, OneDrive, and Dropbox

  • Communication tools such as WhatsApp and Slack

  • CRM platforms including HubSpot, Salesforce, and Zoho

  • Project tracking tools like Trello, ClickUp, and Jira

  • ERP systems such as SAP, Oracle, Microsoft Dynamics, and NetSuite

  • HR and finance systems like Workday, SAGE, Acumatica, and QuickBooks

Once a connection is established, users can configure workflows based on triggers and actions. For example, a trigger could be an update in an ERP system, and the resulting action might be to assign work in Jugl or push a status update to a field technician’s mobile app.

These workflows are set up using a drag-and-drop recipe builder that allows teams to configure logic visually. Conditions, filters, retries, and error monitoring can be included as needed.


Data That Moves Both Ways

One of the key features of Jugl’s integration system is its support for two-way data flow. Many teams need more than just input, they need to act on data, update it, and ensure that any changes made in Jugl are reflected back in source systems.

For example:

  • A new client record created in a CRM can trigger work in Jugl, and the status of that work can be written back into the CRM

  • An ERP update related to inventory or production can trigger work orders in Jugl, which field teams can complete through the mobile app. Completion data is then synced back to the ERP

  • A file uploaded by a team lead in Jugl can automatically attach to a corresponding record in a shared cloud folder or ERP document log

This type of two-way integration helps teams maintain a single source of truth while still using the best tools for each function.


Orchestrating Your Workflows

Work in most organizations involves data coming in from different systems and people responding in different ways. Jugl lets you build workflows that coordinate that work across platforms.

Some examples of orchestration:

  • When a new supplier is added in SAP, Jugl creates onboarding steps for procurement and quality assurance teams

  • When a project is updated in Procore, Jugl assigns new site tasks to field engineers with attached documentation

  • When an HR system like Workday completes a new hire entry, Jugl sends out mobile checklists to IT and facilities teams

  • A scheduled update from Microsoft Dynamics generates a weekly maintenance plan in Jugl that’s visible to operations and field teams

By setting up these recipes once, you remove the need for manual coordination and follow-up. Work is assigned and tracked as soon as the triggering event occurs.


Bridging Gaps in Manufacturing and Construction

For manufacturing and construction companies, the use of ERP systems is critical. However, those systems are often used by back-office teams, while operations and field workers rely on mobile apps, email, or spreadsheets.

Jugl fills this gap by acting as a mobile front end that syncs with ERP systems and makes information accessible and actionable for field teams.

In manufacturing:

  • Jugl can integrate with SAP or Oracle to pull production schedules and convert them into daily work checklists for the shop floor

  • Completed tasks, machine status updates, or QC notes can be synced back to the ERP for reporting and audit trails

  • Maintenance alerts triggered by ERP data can assign emergency response work to mobile technicians

In construction:

  • Jugl integrates with Procore or SAGE to pull project timelines, budgets, and subcontractor assignments

  • Work is created and assigned based on project phase, permitting stage, or cost updates

  • Field staff can update progress, attach site photos, or record materials used—all from a mobile device, with updates synced back to the ERP or planning tool

This ensures that everyone, from project managers to field workers, is working from the same set of data, without needing to learn complex ERP interfaces.

Use Across Business Functions

While ERP and construction systems are high-value use cases, Jugl also supports teams across marketing, HR, finance, support, and product development.

Department

Use Cases

Marketing

- Sync leads from external forms into Jugl boards for nurturing
- Link campaign assets from Google Drive or Dropbox directly to Jugl records
- Notify sales teams when a campaign reaches a performance milestone

HR

- Trigger onboarding sequences from Workday or Google Sheets
- Track approvals for documents or hiring stages
- Set recurring reviews or compliance tasks

Finance

- Receive invoice-related emails in Gmail and convert them into payable work items
- Sync payroll or budgeting data from Excel to Jugl boards
- Monitor vendor payment status through connected systems

Sales

- Link HubSpot or Salesforce data to work in Jugl automatically
- Alert account managers when a deal reaches a new stage
- Track deliverables tied to contract milestones

Support

- Create work from incoming support emails
- Automatically assign issues based on keywords or request types
- Sync with customer data for better issue handling

Product

- Update release boards from Jira or Trello
- Assign bugs or tasks when QA flags an issue in another tool
- Centralize change logs, notes, and release documentation

In each of these teams, Jugl helps maintain focus by automating the movement of information between systems and keeping everyone aligned around the same source of truth.


Centralizing Workflows and Systems with Jugl

Jugl allows businesses to replace disconnected systems with a unified workspace where external tools and services feed into a structured, visible, and coordinated workflow.

Its integration engine connects with over 200 applications, supports two-way data flow, and provides visibility and control without switching between multiple automation tools.

  • For industries like manufacturing and construction that rely on ERP systems, Jugl offers a lightweight mobile layer that brings complex data into the hands of field teams, and ensures that their input syncs back to core systems.

  • In other departments, from HR to support to marketing, Jugl reduces duplication and improves the flow of information between platforms.

By consolidating integrations inside Jugl, teams can eliminate the need for external tools like Zapier and maintain a single, auditable system for both internal and cross-platform work.

If you're looking to bring multiple systems together while keeping teams efficient and focused, Jugl offers a practical, configurable way to make that happen.


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