Google Sheets integration with Bling Cloud
How to Create Bling Cloud customer contacts from new Google Sheets rows
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 Bling Cloud customer contacts from new Google Sheets rows" 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 Bling Cloud integrations
Bling Cloud actions
Nekton can use any feature that is available in Bling Cloud API.
Using our advanced AI, you can easily create custom automations for Bling Cloud.
Here are some typical actions you can do in your automated workflows.
Add Customer Note
Add a new note to the crm/ customer detail.
Add Customer Contact/ CRM
Create or update a customer contact detail inside bling
Get Call Records
Triggers when a new inbound or outbound call record is added.
Get Text Messages
Triggers when a new incoming or outgoing text messages is added in Bling platform.
Get Customer Records
Triggers when a new crm/ customer record is added in bling platform.
About Bling Cloud
All in one communication platform along with embedded phone and auto powered CRM.