Albi integration with LeadConnector
How to Create and update LeadConnector contacts from new Albi contacts
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 and update LeadConnector contacts from new Albi contacts" 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 Albi integrations
Albi actions
Nekton can use any feature that is available in Albi API.
Using our advanced AI, you can easily create custom automations for Albi.
Here are some typical actions you can do in your automated workflows.
Change Contact Status
Changes the status of the contact.
Create Contact
Creates a Contact
Create Project Note
Created a Project Note
Create Relationship Activity
Creates a new activity for a organization or a contact.
Get Project Status
Get the current status of the project
Change Organization Status
Changes the organization status.
About Albi
Albi is an all inclusive ERP system for the restoration industry that tracks critical business data with as little user input as possible.