ALIS integration with LeadConnector
How to Add new ALIS prospects as LeadConnector 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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new ALIS prospects as LeadConnector contacts" and then click on "Automate".
-
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 ALIS integrations
ALIS actions
Nekton can use any feature that is available in ALIS API.
Using our advanced AI, you can easily create custom automations for ALIS.
Here are some typical actions you can do in your automated workflows.
Find Contact
Find a Contact by its unique ID
Find Resident
Find a Resident by its unique ID
Create Prospect
Creates a Prospect and optionally an associated Main Contact
Find Prospect
Finds a Prospect by its unique ID
Created Contact
Triggers when a new contact is created.
Created Referral Source
Triggers when a new referral source is created.
About ALIS
ALIS is a comprehensive suite of eHR tools purpose-built for assisted living communities.