HubSpot integration with AroFlo
How to Add new HubSpot contacts as AroFlo clients
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 HubSpot contacts as AroFlo clients" 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 AroFlo integrations
AroFlo actions
Nekton can use any feature that is available in AroFlo API.
Using our advanced AI, you can easily create custom automations for AroFlo.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a new client in AroFlo
Create User
Create a new User in AroFlo.
Custom Payload
Send a custom payload for AroFlo
Update Task Status
Update a task status and substatus
Find Business Unit
Search for a Business Unit by name
Find Schedule
Find a Schedule in AroFlo by several fields
About AroFlo
AroFlo is a job management system for trade/service based businesses.