Wufoo integration with AccountingSuite
How to Create new sales people from Wufoo form entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new sales people from Wufoo form entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AccountingSuite integrations
AccountingSuite actions
Nekton can use any feature that is available in AccountingSuite API.
Using our advanced AI, you can easily create custom automations for AccountingSuite.
Here are some typical actions you can do in your automated workflows.
Create Cash Receipt
Creates a new cash receipt.
Create Address/Contact
Creates a new Address/Contact in AccountingSuite.
Create Company
Creates a new company.
Create Product
Creates a new product.
Create Service
Creates a new service item.
Create Sales Invoice
Creates a new Sales Invoice.
About AccountingSuite
AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.