Salesforce integration with Apparound
How to Creat Apparound customers from new Salesforce leads
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 "Creat Apparound customers from new Salesforce leads" 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 Apparound integrations
Apparound actions
Nekton can use any feature that is available in Apparound API.
Using our advanced AI, you can easily create custom automations for Apparound.
Here are some typical actions you can do in your automated workflows.
Create Customer
Create a new customer.
Update Product Price
Update the pricing attributes of a product that belongs to a price list.
Create Product
Add a new product to the catalog.
New Quote
Triggers when a new quote is created (once you click next on the summary page).
Changed Quote Status
Triggers when the status of a quote is changed.
About Apparound
Apparound is an app to digitise sales and improve sales productivity. Combines content and quoting together.