Zoom integration with Advantage Anywhere
How to Generate history notes in Advantage Anywhere for new registrants in Zoom
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 "Generate history notes in Advantage Anywhere for new registrants in Zoom" 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 Advantage Anywhere integrations
Advantage Anywhere actions
Nekton can use any feature that is available in Advantage Anywhere API.
Using our advanced AI, you can easily create custom automations for Advantage Anywhere.
Here are some typical actions you can do in your automated workflows.
Create History Note
Creates a note inside the users history section.
Create Contact
Creates a new contact (i.e. Lead, Prospect, Client)
Create Notification
Creates a new notification and the ability to add information to a contact record.
New Lead or Prospect Created
Triggers when there's a new lead or prospect is created in Advantage Anywhere.
New Referral Source
Triggers when a new referral source is created in Advantage Anywhere.
About Advantage Anywhere
The leads, sales & marketing automation machine: CRM, email, video, print, text, landing pages, social, events, sales funnel…all-in-one!