Zoho CRM integration with AntsRoute
How to Add new Zoho CRM contacts to AntsRoute as 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 "Add new Zoho CRM contacts to AntsRoute as 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 AntsRoute integrations
AntsRoute actions
Nekton can use any feature that is available in AntsRoute API.
Using our advanced AI, you can easily create custom automations for AntsRoute.
Here are some typical actions you can do in your automated workflows.
Create a New Customer
Create a new customer in AntsRoute
Create an Order in Basket
This action allows to create a SERVICE/DELIVERY/COLLECT type of the ORDER in the BASKET of AntsRoute. Please verify that the basket option is activated in settings of the corresponding site
Find a Customer by External ID
This method allow to get a customer by external ID
Find an Order by AntsRoute ID
This method allow to get a service/delivery/collect with AntsRoute unique Order ID
Create an Order
This action allows to create a SERVICE/DELIVERY/COLLECT type of the ORDER in the PLANNING at the corresponding given date
Update Customer
Update attributes for customer with specified AntsRoute ID
About AntsRoute
AntsRoute is an innovative software that smartly schedules deliveries, operations and appointments, optimizes routes and improves customer relations. The needed solutions to boost your performance and improve your team productivity.