Batchbook integration with Formstack Documents
How to Create Personalized Documents from BatchBook with WebMerge
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 "Create Personalized Documents from BatchBook with WebMerge" 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 Batchbook integrations
Batchbook actions
Nekton can use any feature that is available in Batchbook API.
Using our advanced AI, you can easily create custom automations for Batchbook.
Here are some typical actions you can do in your automated workflows.
Create Person
Adds a new person.
Create Company
Adds a new company.
New Company
Triggered when you add a new company.
New User
Triggered when you add a new user.
New Person
Triggered when you add a new person.
About Batchbook
Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.