Amilia integration with Salesforce
How to Add new Amilia registrations to Salesforce
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 "Add new Amilia registrations to Salesforce" 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 Amilia integrations
Amilia actions
Nekton can use any feature that is available in Amilia API.
Using our advanced AI, you can easily create custom automations for Amilia.
Here are some typical actions you can do in your automated workflows.
Find Account Information
Find account information. This includes all of the members information, contacts, medical information, and more. Select the information you want/need for your workflow.
Find Facility Information
Get facility information. This includes name & I.D., address, phone number, and more for each facility. Select the information you want/need for your workflow.
Find a Person's Extra Questions
Find a person's extra questions. This includes any extra questions you have added to your forms for a given person and program. Select the information you want/need for your workflow.
Find Client Information
Find client information. This includes account & contact details, medical information, skills, and more. Select the information you want/need for your workflow.
Create Admin Booking
Create an Admin booking for a Location/Facility in Amilia.
Find Activity Information
Find activity information. This includes name & I.D., time, date, and more. Select the information you want/need for your workflow.
About Amilia
Whether you're just starting out or looking to scale, Amilia's Recreation Management Software helps you sell, manage, & grow your business.